
Eaglebrook Advisors, Inc. is a SEC-registered investment adviser that operates the largest SMA Platform in the crypto market. The firm has created the first bitcoin and crypto separately managed accounts (SMAs), which are designed to seamlessly integrate with an advisor's current portfolio management systems and workflows. The firm offers clients direct exposure to single asset, multi-asset, index, and custom digital asset investment strategies. Eaglebrook is currently partnered with over 60 RIAs including Mariner Wealth Advisors and Dynasty Financial Partners. The company is backed by leading wealth management executives and financial institutions.

Crypto SMA Platform
Eaglebrook offers financial advisors a frictionless experience for investing in digital assets. With a strong focus on security and compliance, Eaglebrook’s Crypto SMA Platform is becoming the platform of choice for financial advisors integrating digital assets to their practice. We work with over 500 financial advisors who are using our SMA platform to allocate to digital assets. The firm recently raised a $20M Series A financing to enable Eaglebrook to scale and accelerate product development to meet rapidly increasing market demand and support customer growth. Eaglebrook’s Crypto SMA Platform has the following features: -digital client onboarding -trade execution -tax-loss harvesting -institutional-grade cold storage custody -in-kind crypto transfers -rebalancing -performance reporting back to Orion, Addepar, Black Diamond, and Tamarac -investment research and advisor training


Crypto SMA Platform
Eaglebrook offers financial advisors a frictionless experience for investing in digital assets. With a strong focus on security and compliance, Eaglebrook’s Crypto SMA Platform is becoming the platform of choice for financial advisors integrating digital assets to their practice. We work with over 500 financial advisors who are using our SMA platform to allocate to digital assets. The firm recently raised a $20M Series A financing to enable Eaglebrook to scale and accelerate product development to meet rapidly increasing market demand and support customer growth. Eaglebrook’s Crypto SMA Platform has the following features: -digital client onboarding -trade execution -tax-loss harvesting -institutional-grade cold storage custody -in-kind crypto transfers -rebalancing -performance reporting back to Orion, Addepar, Black Diamond, and Tamarac -investment research and advisor training

Crypto SMA Platform
Eaglebrook offers financial advisors a frictionless experience for investing in digital assets. With a strong focus on security and compliance, Eaglebrook’s Crypto SMA Platform is becoming the platform of choice for financial advisors integrating digital assets to their practice. We work with over 500 financial advisors who are using our SMA platform to allocate to digital assets. The firm recently raised a $20M Series A financing to enable Eaglebrook to scale and accelerate product development to meet rapidly increasing market demand and support customer growth. Eaglebrook’s Crypto SMA Platform has the following features: -digital client onboarding -trade execution -tax-loss harvesting -institutional-grade cold storage custody -in-kind crypto transfers -rebalancing -performance reporting back to Orion, Addepar, Black Diamond, and Tamarac -investment research and advisor training