What Eaglebrook Advisors does

Eaglebrook Advisors, Inc., founded in 2019 and headquartered in Miami, is an SEC registered investment advisor that operates a digital asset Separately Managed Account (SMA) platform for US wealth management firms and registered investment advisors. The company enables RIAs to offer institutional-grade crypto exposure to their clients without taking direct custody, by providing tax-optimized SMAs in which digital assets are held in segregated client accounts at qualified custodians (Gemini Custody and Anchorage Digital Bank). Eaglebrook's core products include Bitcoin SMA, Ethereum SMA, custom multi-asset SMAs spanning L1s, L2s, DeFi, gaming, and tokenization sectors (with assets including Solana, Polygon, Chainlink, and Polkadot), and strategies managed by third-party investment managers.

The platform differentiates from Bitcoin ETF alternatives by offering automated tax optimization (loss harvesting and gain deferral) that operates within the SMA structure and is unavailable to ETF holders, alongside direct asset ownership that minimizes tracking error and supports daily liquidity. Architecturally, the platform integrates with RIA portfolio management systems through Single Sign-On, APIs, and SFTPs, embedding trading, billing, and reporting into advisor workflows. Revenue is generated through AUM-based advisory fees on managed separately managed accounts, with pricing customized per advisor firm relationship. Distribution combines an enterprise field sales motion (Schedule a Demo) targeting wealth management firms with a self-serve advisor portal for account management.

Eaglebrook has raised approximately $22 million in disclosed funding across a $20 million Series A in January 2022 (led by Castle Island Ventures and Brewer Lane Ventures, with Avon Ventures and Gemini Frontier Fund participating) and a strategic round from Franklin Templeton and Hack VC in April 2022. As of May 2026 the company had scaled its tax-optimized crypto SMA offering to 105 wealth management firm customers collectively managing approximately $2 trillion in client assets, with named partners and customers including Mariner, Dynasty, Halbert, Bitwise Asset Management, Franklin Templeton, Gemini, and Anchorage Digital Bank. The company is led by founder and CEO Christopher King.

Name

Eaglebrook Advisors

Legal name

Eaglebrook, Inc.

Website

https://eaglebrookadvisors.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Eaglebrook Advisors is a Miami-based SEC registered investment advisor that operates a digital asset SMA platform, enabling US wealth management firms to offer tax-optimized Bitcoin, Ethereum, and altcoin exposure to clients via qualified custodians.

Ownership category

akta.pro rank

Product category

Digital Asset Management Platform

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Accounts, Separately Managed Accounts (SMA) & Funds Platforms (Crypto) (FSADAHAM)

akta.pro secondary industries

Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG), Active Crypto Asset Managers (Discretionary) (FSADAHAA), Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

Keywords

• Crypto SMA platform
• Digital asset management
• Wealth management technology
• Tax-optimized crypto
• Separately managed accounts

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory and Management Services: Eaglebrook operates as an SEC registered investment advisor providing investment advisory and management services for digital asset SMAs. Revenue is generated through fees associated with managing separately managed accounts for wealth management clients. The platform provides tax-optimized Bitcoin, Ethereum, and custom SMAs managed by third-party investment managers.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

Eaglebrook Advisors operates a digital asset Separately Managed Account (SMA) platform that enables registered investment advisors and wealth managers to deliver tax-optimized Bitcoin, Ethereum, custom, and third-party manager crypto strategies to their clients. Clients own the underlying assets directly with daily liquidity through institutional custodians Gemini and Anchorage, while Eaglebrook provides portfolio management, tax optimization, and portfolio analytics through its integrated platform.

Product overview

Eaglebrook Advisors operates a unified crypto investment platform for wealth managers that offers multiple separately managed account (SMA) products: Bitcoin SMA, Ethereum SMA, Custom SMAs, and strategies managed by third-party investment managers. The platform provides tax-optimized Bitcoin and Ethereum SMAs as core offerings, with custom multi-asset SMAs and third-party manager strategies enabling access to altcoins including Solana, Polygon, Chainlink, and Polkadot. A key platform feature is automated tax optimization that reduces or defers capital gains tax liability—functionality unavailable in Bitcoin ETF structures. Assets are held at institutional-qualified custodians (Gemini and Anchorage) with institutional-grade security, daily liquidity, and direct ownership in segregated client accounts. The platform integrates with RIA portfolio management software via SSO, APIs, and SFTPs.

Differentiator

Problem solved

Functional benefit

Products and services

• Bitcoin SMA
• Ethereum SMA
• Custom SMAs
• Third-Party Manager Strategies

Quantifiable outcome

• Expanded to 105 wealth management firms managing $2 trillion in assets

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and secondary.

• GeminicoreTechnology or IntegrationGemini provides institutional-grade custody services for Eaglebrook's digital assets. Gemini Custody uses multisignature technology, role-based governance protocols, physical security, and multiple layers of biometric access controls. Gemini is a qualified custodian partner enabling Eaglebrook to meet SEC requirements.
• Anchorage Digital BankcoreTechnology or IntegrationAnchorage Digital Bank serves as a qualified custodian partner, providing institutional-grade security for digital asset custody. Anchorage is the only crypto-native bank to hold a charter from the U.S. Office of the Comptroller of the Currency, offering institutional security standards including multisignature technology and governance protocols.
• Bitwise Asset ManagementsecondaryTechnology or IntegrationBitwise Asset Management partners with Eaglebrook to provide crypto model portfolios. Eaglebrook expanded its tax-optimized crypto SMAs while Bitwise makes its crypto model portfolios available through various platforms. Bitwise is a leading crypto index fund manager and industry partner.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bitwise Asset Management: Bitwise is a leading crypto asset manager offering index funds, model portfolios, and SMA solutions to financial advisors. It is an existing Eaglebrook partner and the most directly comparable U.S. crypto-focused investment platform targeting the same RIA and wealth management channel.
• 21Shares: 21Shares is one of the world's largest crypto ETP issuers, offering single-asset and basket products across major digital assets. It is comparable to Eaglebrook in targeting advisor demand for diversified crypto exposure, though primarily via exchange-listed wrappers rather than SMAs.
• Valkyrie Funds: Valkyrie is a digital asset manager offering crypto ETFs, trusts, and private funds targeting financial advisors and institutions. It competes for the same advisor-driven crypto allocation flows and is a relevant U.S.-focused comparable to Eaglebrook.

Broad incumbents

• Galaxy Digital: Galaxy operates one of the broadest crypto financial services platforms, including institutional asset management, trading, and custody. Its institutional asset management business directly competes with Eaglebrook in offering crypto exposure to advisors and institutions.
• CoinShares: CoinShares is a European-listed crypto asset manager offering ETP products and managed investment strategies. It competes with Eaglebrook for advisor and institutional digital asset allocations, primarily across European channels but increasingly globally.
• Grayscale Investments: Grayscale is the largest crypto-focused asset manager, offering single-asset and diversified trusts/funds. It overlaps with Eaglebrook by serving advisor and institutional demand for digital asset exposure, though its primary products are fund structures rather than SMAs.
• WisdomTree: WisdomTree is a global asset manager with a growing suite of crypto and digital asset ETPs. It targets financial advisors and competes for the same wallet share that Eaglebrook pursues, though as part of a much broader traditional ETP portfolio.
• Fidelity Digital Assets: Fidelity Digital Assets is the institutional crypto arm of Fidelity Investments, providing custody, trading, and investment products. Its scale, qualified custodian status, and existing RIA relationships make it a major broad incumbent competing for the same advisor-driven crypto allocation demand.

Regional players

• HashKey Group: HashKey is an Asia-based, regulated crypto asset manager and exchange group offering institutional and advisor-focused digital asset products. It is comparable to Eaglebrook in providing crypto investment solutions to professional investors but operates primarily in Asia rather than competing directly in the U.S.

Emerging players

• Osprey Funds: Osprey Funds is a smaller U.S. crypto asset manager offering trusts and funds across major digital assets. It overlaps with Eaglebrook's advisor-targeted digital asset exposure products but at a smaller scale and primarily via fund wrappers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/eaglebrook

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eaglebrook Advisors