Digital Asset Investing Solutions for Financial Advisors

Streamlining your path to the growth and diversification potential of digital assets.

Where Are You on Your Digital Asset Journey?

1

I’m just here to learn about digital assets

Download our White Paper

Download Now
2

I’m just looking for Bitcoin Exposure

Visit our SMA Network

Our SMA Partners offer a range of options from BTC only through to multi-asset DeFi exposure.
3

I'm interested in a range of digital assets

You have options

Choose an SMA Partner or manage client accounts directly with our BITRIA DTAMP
4

I want to share my experience with other firms

Let's talk

Inquire about becoming a Blockchange SMA partner.
Contact Us

The SMA Network

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Expert Subadvisors to Jumpstart your Digital Asset Journey

Our SMA partners are the “easy onramp” to digital asset investing. If you’re looking for the simplicity of investing in a trust or fund with the tax advantages, flexibility, and multiple asset choices of owning the underlying digital assets, this is an attractive option. SMA partners have specific expertise in digital assets and manage all aspects of your clients’ digital asset journey from onboarding through to portfolio management.

The BITRIA Digital Asset TAMP

Where Digital Assets Meet Modern Portfolio Theory

The Blockchange BITRIA Platform brings professional grade portfolio management capabilities to digital asset investing, empowering Advisors, Asset managers and OCIOs alike with distributed access and control of firm accounts, client accounts, and model strategies. Onboard client funds, adopt templated or custom portfolio allocations, rebalance positions and much more.

Blockchange Benefits

Enjoy the benefits of owning the underlying digital assets together with actively managed strategies and flexible asset choices.

Own the underlying assets

Tax benefits, no premium risk, stake & lend

Wide selection of assets from BTC to DeFi

Customize strategies to risk-reward profiles

Actively Managed Portfolios

On-demand or scheduled rebalancing

Institutional grade security and compliance

Secured by leading digital custodians

Featured Use Case - IRAs

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Invest Client IRAs in Digital Assets

Our self-directed IRA partners enable IRA funds & select 401(k) plans to be invested in digital assets, under the management of a financial advisor. This allows investors to leverage the tax-advantaged status of their IRA or 401(k) funds as they diversify into a range of digital assets.

Blockchange Team

Meet our expert team of crypto visionaries and wealth management professionals!
Dan Eyre
CEO & Co Founder
Dan Rothrock
CTO & Co Founder
Caroline Eyre
CFO & Co Founder
Griffin Knight
Head of Product
Daniel Tardent 2
Head of Marketing
Jana Yap
General Counsel
Eric Suzuki
Frontend Developer
Jake Massobrio
Lead Frontend Developer
Austin Raun
Lead Backend Engineer
Dylan Schmittle
Security Engineer
Jesse Doty
Backend Engineer
Patrick Carney
DevOps Architect
Jordan Shapiro
Frontend Developer

Recent News & Articles

OpEd

Lessons from Beijing’s toothless crypto ban

OpEd

Crypto ETFs Or SMAs: Which Are Better For Your HNW Clients?

News

Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts

News

Blockchange Partners with Equity Trust to Bring Digital Assets to Financial Advisors

Education

Why Bitcoin and Crypto Makes Sense for Retirement Accounts

Exposure to digital assets through retirement accounts offers opportunities to diversify risk and maximize growth over the course of an investing lifetime.

Compliance

Crypto Compliance 101 for Financial Advisors

Compliance is a critical but confusing topic for financial advisors choosing to enter the crypto asset ecosystem. Learn from advisors who are experienced and engaged…

Need more information?

Our Team is Ready to Help