Anchorage Digital for wealth managers

Give your clients secure access
 to digital assets

Build and manage digital asset portfolios on a single dashboard for custody, trading, and reporting.

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Fragmentation keeps digital assets off advisor platforms

Client crypto sits on exchanges unmanaged or unallocated – outside of the financial plan entirely.
The challenge
01
Many custodians fail to meet the bar

Fiduciaries must custody client assets with a qualified custodian, per SEC rules.

02
Digital assets don't fit the practice's operating workflow

Without APIs for reporting, billing, and portfolio systems, advisors must manage assets separately.

03
Difficulty managing allocations at scale

Many digital asset platforms were built for one account at a time, not for the complexity of advisor workflows.

04
Execution and custody live in different places

Advisors need trading and settlement integrated with secure custody. Many platforms lack this capability.

The solution

Federally-regulated custody
Custody clients' assets at a qualified custodian with industry-leading security.
Integrated trading
Execute block trades, rebalance assets, or run
model portfolios across thousands of accounts.
Seamless workflows
Open and fund accounts, manage
portfolios, bill on assets, trade, and report from a single, integrated offering.

Run digital asset portfolios at scale

Build, rebalance, and access custom investment strategies through the model marketplace.

THE PATH

From fragmented to unified

Give wealth managers regulated infrastructure to custody, bill, trade, and report on digital assets in one place.

Onboard

Establish custody with a federally chartered qualified custodian. Satisfy client due diligence from day one.

Fund

Open joint, taxable, IRA, and other account types at no additional cost. Fund them via cash or in-kind crypto transfers.

Trade

Execute block trades with no gas fees through our affiliates' agency trading desks, including a BitLicensed desk for New York clients.

Scale

View, manage, bill, and report on crypto assets, with annual tax documents provided through a TaxBit integration.

“I think it’s safe to say that Anchorage Digital today is the gold standard for institutional custody. We’re very comfortable with the security, the functionality, and the regulatory infrastructure of Anchorage Digital in particular. This was an easy decision for us."
Max Kahn
CEO, Digital Wealth Partners

Built for the complexity of managed wealth.

Get in touch