Onramp Invest

What Onramp Invest does

Onramp Invest is a digital asset management platform built for registered investment advisors (RIAs) seeking compliant access to cryptocurrency and tokenized products on behalf of their clients. The company was founded in 2020 and headquartered in San Diego, operating with a team of 11-50 employees and a horizontal go-to-market focused exclusively on the RIA persona. Its core product offering centered on enabling wealth management professionals to access digital asset investment solutions within regulatory-compliant frameworks, with an explicit goal of securing broker-dealer registration to broaden its regulatory surface.

The company's technology stack and named product modules are not detailed in the public source material; the platform is described functionally as RIA-facing access infrastructure rather than as a proprietary trading or custody engine. Onramp pursued a B2B go-to-market selling into advisory firms, with no disclosed pricing model, customer logos, or revenue figures. The company raised $6 million in seed funding in August 2021 led by Coinbase Ventures (with Fox Ventures, Gemini Frontier Fund, and other backers) and a $7 million Series A in July 2022 led by JAM FINTOP and EJF Capital, bringing total disclosed funding to approximately $13 million.

In January 2026, Securitize acquired Onramp Invest to integrate tokenized products into U.S. registered investment advisor systems, ending Onramp's status as an independent entity. As of that date, the company had not raised further venture rounds beyond the 2022 Series A, and post-acquisition operations have been absorbed into Securitize's tokenization platform.

Name

Onramp Invest

Legal name

Onramp Invest

Website

https://onrampinvest.com

Company type

Private

Founded year

2020

Operating status

Acquired

Headcount range

11–50 employees

Short description

Onramp Invest was a digital asset platform providing registered investment advisors with compliant access to cryptocurrency and tokenized products. Founded in 2020 in San Diego, it was acquired by Securitize in January 2026.

Ownership category

akta.pro rank

Product category

Digital Asset Management Software

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Managed Accounts, Separately Managed Accounts (SMA) & Funds Platforms (Crypto) (FSADAHAM), Robo-Advisors & Model Portfolios (Crypto) (FSADAHAD)

Keywords

• Crypto asset management
• Digital asset platform
• Wealth management software
• RIA crypto solutions
• Investment advisor tools

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Core offering

Onramp Invest operates a digital asset management platform that provides registered investment advisors (RIAs) with access to cryptocurrency and digital asset investment solutions. The platform enables financial advisors to offer digital asset exposure to their clients within regulatory-compliant investment advisory frameworks. The company pursued broker-dealer registration to expand its service capabilities for the wealth management market.

Product overview

Onramp Invest is a platform providing registered investment advisors access to digital assets. Based on the available sources, the company focused on developing digital asset solutions for financial professionals. Note: Securitize has acquired Onramp Invest to integrate tokenized products into U.S. registered investment advisor systems. No specific named products, modules, or sub-offerings are detailed in the provided source material.

Differentiator

Problem solved

Functional benefit

Products and services

• Onramp Invest Digital Asset Platform A digital asset management platform that provides registered investment advisors (RIAs) with compliant access to cryptocurrency and digital asset investment solutions for their client portfolios.

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• SecuritizecoreStrategic or Co-development PartnerAcquired Onramp Invest to integrate tokenized products into U.S. registered investment advisor systems, creating a comprehensive digital asset solution for the wealth management market.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Eaglebrook Advisors: A crypto-focused SMA and model-portfolio platform built specifically for RIAs and wealth managers. Direct overlap with Onramp's advisor-facing crypto asset management offering and target customer base.
• Anchorage Digital: Federally chartered crypto bank offering custody, trading, and wealth management infrastructure for advisors and asset managers. Directly competes for the same RIA digital-asset workflow that Onramp targeted.
• Bitwise Asset Management: Crypto asset manager with a dedicated advisor channel offering model portfolios, SMAs, and education for financial advisors seeking client crypto exposure. Closely comparable product set and GTM motion.

Emerging players

• CAIS: Alternative investments platform serving RIAs and wealth managers with a curated menu of private market and digital-asset offerings. Adjacent in serving the same RIA buyer for non-traditional asset exposure including crypto.

Broad incumbents

• iCapital Network: Large-scale alternative investments platform for advisors, with expanding exposure to digital assets and tokenized products. Comparable in serving wealth managers seeking institutional-quality non-traditional asset access.
• WisdomTree: ETF issuer and asset manager with a growing suite of crypto and digital-asset products, plus advisor-focused distribution. Comparable in delivering advisor-friendly crypto exposure through regulated product wrappers.
• Fidelity Digital Assets: Custody and trading services for digital assets targeted at institutions, hedge funds, and wealth managers. Competes for the same advisor and family-office digital-asset wallet share as Onramp, with far greater balance-sheet support.
• Coinbase Prime: Institutional trading, custody, and staking platform from Coinbase serving asset managers, hedge funds, and corporates. Overlaps with Onramp on advisor-accessible crypto execution and custody rails.

Others

• Galaxy Digital: Full-service crypto financial services firm offering asset management, trading, and advisory solutions to institutional and advisor clients. Overlaps with Onramp's RIA-facing digital asset management offering.
• Securitize: Tokenization platform and acquirer of Onramp Invest, focused on issuing and managing digital asset securities for advisors and institutions. Ecosystem participant and now the parent platform integrating Onramp's RIA workflows.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights5 records

Customer concentration

• Xx.com/Onrampinvest

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds2 records

Investors14 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 Onramp Invest