Enterprise-Grade Crypto Wealth Management
Empower your clients with tax-optimized Bitcoin and Ethereum SMAs, custom strategies, and top-tier third-party asset managers — all managed through one seamless platform.
Trusted Partners
Benefits of Crypto SMAs
- Direct Ownership.01
- Automated Tax Optimization.02
- Access to Ethereum and Altcoins.03
- Minimal Tracking Error.04
- Institutional Qualified Custody.05
- Daily Liquidity and Control.06
- Seamless Portfolio Integration.07
- Institutional Strategy Models.08
Invest client assets into Bitcoin, Ethereum, and Altcoins in segregated accounts
Minimal tracking error
Digital assets are owned and held directly in the client's name, minimizing tracking error present when comparing to other investment vehicles.
Daily liquidity and control
By owning these assets directly, the advisor and client can invest, trade and withdraw through the investment platform.
Tax optimization strategies to reduce capital gains liability
Automated tax optimization
CoinedFinance allows clients to choose tax optimization parameters to optimize their digital asset portfolio from a tax perspective.
Significant differentiation
Unlike a Bitcoin ETF or private fund, CoinedFinance's tax optimization strategies find opportunities to reduce or defer capital gains tax liability.
Institutional Qualified Custody and Security
Qualified Custody
CoinedFinance is an SEC registered investment advisor and only works with qualified custodians for digital asset custody and security.
Institutional Security
Gemini and Anchorage both have the highest standards for digital asset security, which includes usage of multisignature technology, role-based governance protocols, physical security, and multiple layers of biometric access controls.
Gemini Custody® uses multisignature technology, role-based governance protocols, physical security, and multiple layers of biometric access controls to safeguard customer assets.
Anchorage Digital Bank is the only crypto-native bank to hold a charter from the U.S. Office of the Comptroller of the Currency.