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 partnership with IRA Financial enables 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
Connor Obrien
Head of Operations
Jana Yap
General Counsel
Matthew Wahl
Head of Sales
Jake Massobrio
Lead Front End Developer
Austin Raun
Lead Back End Developer
Dylan Schmittle
Security Engineer
Jesse Doty
Backend Engineer

Featured Articles

What is DeFi? DeFi

What is Decentralized Finance (Defi)?

You may have heard about tech’s newest portmanteau in the last few months: DeFi. This is due to the meteoric …

cryptocurrency comparison Education

Grayscale, Bitwise, ETF, SMA or DTAMP – A Comparison for Financial Advisors

Introduction With interest in cryptocurrencies at an all-time high, financial advisors are facing significant pressure from their clients to provide …

Education

Cryptocurrency as a New Asset Class Part 4

In Part I of this series we went into the value propositions for some of the popular crypto assets. In …

Featured

Blockchange Introduction

Learn about the Blockchange BITRIA Platform – The Digital Turnkey Asset Management Platform for Investment Advisors.

Education

Cryptocurrency as a New Asset Class Part 3

In Part II of this series, we looked at the returns and volatility of bitcoin versus traditional assets. In this …

Education

Cryptocurrency as a New Asset Class Part 2

In Part I of this series, we looked at the value propositions that will drive the returns of crypto assets …

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