The SMA Network

Expert Sub-Advisors to Jumpstart Your Digital Asset Journey

Blockchange SMA Partners

Our SMA partners have specific expertise in digital assets and the BITRIA platform, and manage all aspects of your clients’ digital asset journey from onboarding through to portfolio management.

Each firm brings a unique approach and investment thesis to their model strategies. From RIAs with traditional backgrounds to digital-first asset managers with deep knowledge of the DeFi ecosystem. *Firms are listed in alphabetical order.

Arbor Digital

Firm Type: RIA

States Offered: All

Founded : 2008

SMA Founded : 2021

Arbor Digital’s True Digital Asset SMA™ offers a range of portfolio options from simple BTC only allocations through to diversified DeFi exposure. Arbor’s investment advisor representatives bring curated knowledge and expertise of Cryptocurrencies and Decentralized finance (DeFi). Their unique backgrounds within the DeFi ecosystem have prepared them to lead advisors in understanding the potential risks and benefits of digital assets.  

Digital Asset Investment Management

Firm Type: RIA

States Offered: All

Founded : 2018

SMA Founded : 2018

As the first licensed Investment Advisor for Bitcoin and Digital Assets, DAiM is uniquely positioned to work with Wealth Managers to gain exposure to digital assets, offering flexibility, security, yield, active management and 24/7 auditability, together with the ability to fulfill any compliance due diligence process. Your clients will benefit from direct digital asset exposure with the flexibility to customize and manage investments transparently and securely.

Gulfstream Digital

Firm Type: RIA

States Offered: All

Founded : 2013

SMA Founded : 2021

Gulfstream Digital provides institutions and high-net-worth individuals access to a diversified range of publicly-traded digital assets. The company  runs a fundamental, long only, predominantly discretionary strategy, using qualitative research and decision making. Gulfstream targets investments toward the most disruptive, scalable and promising blockchain applications and protocols. Gulfstream’s portfolio consists of projects across multIple financial and commercial use cases.

Honeycomb Digital

Firm Type: RIA

States Offered: All

Founded : 2021

SMA Founded : 2021

Honeycomb Digital Investments is an institutional grade investment firm focused on digital assets, leveraging decades of experience from the world of traditional securities. Honeycomb’s objective is to provide investors with opportunities to capture benefits from the upcoming growth and development of blockchain and its underlying ecosystem through SMA account solutions. 

PM Squared Financial

Firm Type: RIA

States Offered: TX, OK, AR

Founded : 2019

SMA Founded : 2021

PM Squared Financial is a firm focused on providing advisory and investment services to businesses and families, including digital assets. The firm’s investments span the full range of blockchain and distributed ledger technology possibilities as they strive to provide clients with innovative strategies to achieve their income and growth needs through traditional securities as well as the development of blockchain and the cryptocurrency space.

Willow Crypto

Firm Type: RIA

States Offered: All

Founded : 2009

SMA Founded : 2021

Willow is a Certified B-Corporation and Certified Women’s Business Enterprise that understands the humanitarian and social value unlocked by blockchain technology. Willow provides core exposure to the most promising crypto assets and infrastructure projects set to broaden adoption, further disintermediation, and improve accessibility, security, and scalability, while democratizing previously inaccessible parts of markets and the economy.

Need more information?

Our Team is Ready to Help