Digital Wealth Partners
Digital Wealth Partners is a Dallas-based, SEC-registered RIA providing institutional-grade custody, portfolio management, and algorithmic trading for digital assets (BTC, ETH, XRP, XLM, AVAX, HBAR) to institutional investors, family offices, and high-net-worth clients with $500K+ in crypto assets.
- Company typePrivate
- Founded2023
- HeadquartersDallas, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Digital Wealth Partners does
Digital Wealth Partners (DWP) is a Dallas-based, SEC-registered Registered Investment Advisor (RIA) specializing in professional digital-asset wealth management for institutional investors, family offices, and high-net-worth individuals. Founded in 2023 and operating as a subsidiary of Digital Ascension Group (a family office serving digital-asset holders), the firm manages client assets across Bitcoin, Ethereum, XRP, Stellar, Avalanche, and HBAR, with custody services requiring minimums of $500,000 in digital assets.
The firm's product surface is built on a partnership-orchestrated architecture rather than proprietary infrastructure: institutional custody is delivered through Anchorage Digital Bank (the only crypto-native bank with an OCC national trust bank charter), $250 million in Bitcoin assets are managed via Two Prime Inc. under a dedicated separately managed account framework, and an algorithmic XRP trading strategy for qualified retirement accounts is powered by Arch Public. Supporting services include crypto-backed lending advisory and a CPA network for crypto tax preparation and filing. The firm has obtained SOC 1 Type 2 and SOC 2 Type 2 certifications with no exceptions noted.
DWP generates revenue through recurring investment-advisory and portfolio-management fees on managed assets, supplemented by institutional custody services and ancillary tax/lending advisory. Go-to-market is enterprise-field-sales driven, targeting institutional investors, family offices, and wealth managers seeking compliant digital-asset integration — most visibly demonstrated by a $250M Bitcoin mandate and a co-marketing presence with Polychain Capital, Canary Capital, and Mangrove Technologies.
Digital Wealth Partners firmographics
Firmographics- Name
- Digital Wealth Partners
- Website
- https://digitalwealthpartners.net
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Digital Wealth Partners is a Dallas-based, SEC-registered RIA providing institutional-grade custody, portfolio management, and algorithmic trading for digital assets (BTC, ETH, XRP, XLM, AVAX, HBAR) to institutional investors, family offices, and high-net-worth clients with $500K+ in crypto assets.
- Ownership category
- akta.pro rank
Digital Wealth Partners industry classification
Industry- Product category
- Digital Asset Wealth Management
- NAICS
- Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Active Crypto Asset Managers (Discretionary) (FSADAHAA)
- akta.pro secondary industries
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH), High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)
Keywords
Where Digital Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Digital Wealth Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Fees: Fees charged for managing digital asset portfolios as an SEC-registered investment advisor, including separately managed account frameworks for Bitcoin and other cryptocurrencies.
- Portfolio Management Fees: Fees from managing $250 million Bitcoin portfolio through dedicated separately managed account frameworks designed to generate stable Bitcoin-denominated returns.
- Institutional Custody Services: Custody services for high-net-worth crypto investors with $500,000+ in digital assets, supporting LLC, trust, or IRA structures through partnerships with federally chartered banks.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Institutional custody offering for investors with $500K+ in digital assets |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Digital Wealth Partners product offering
Product offeringCore offering
Digital Wealth Partners is an SEC-registered investment advisor that provides professional management of cryptocurrency portfolios for institutional investors, family offices, and high-net-worth individuals. Its core offerings include a $250 million Bitcoin separately managed account mandate run with Two Prime, algorithmic XRP trading strategies for qualified retirement accounts powered by Arch Public, institutional-grade multi-asset custody through Anchorage Digital Bank, and crypto-backed lending and tax advisory services for clients with $500,000 or more in digital assets.
Product overview
Digital Wealth Partners is a cryptocurrency-focused Registered Investment Advisor serving institutional and high-net-worth clients. The firm operates as a platform offering institutional-grade custody services (via Anchorage Digital), cryptocurrency portfolio management (including $250M Bitcoin mandate with Two Prime), algorithmic trading strategies (XRP for retirement accounts), crypto-backed lending, and crypto tax preparation services. The company positions itself as a crypto prime broker equivalent to traditional financial firms, supporting assets held in LLC, trust, or IRA structures with minimum investment requirements of $500,000 for custody services.
Differentiator
Problem solved
Functional benefit
Products and services
- Institutional Crypto Custody Institutional-grade digital asset custody service delivered through Anchorage Digital Bank, designed for investors with $500,000 or more in digital assets. Supports assets held inside LLC, trust, or IRA structures and includes crime insurance, bankruptcy remoteness, and segregated client wallets.
- $250 Million Bitcoin Portfolio Management Bitcoin portfolio management service run with Two Prime Inc., an SEC-registered investment adviser. Assets are managed through a dedicated separately managed account framework designed to generate stable Bitcoin-denominated returns while minimizing volatility for institutional and high-net-worth clients.
- Algorithmic XRP Trading Strategy for Qualified Retirement Accounts Automated, rules-based trading strategy for XRP holdings inside qualified retirement accounts (IRAs), maintained in custody at Anchorage Digital with institutional security and insurance protections. Designed to generate growth and cash flow from XRP holdings for retirement savers.
- Digital Asset Lending Advisory Advisory service guiding crypto holders on accessing liquidity through centralized and decentralized lending platforms using their crypto as collateral, allowing clients to borrow against holdings without triggering taxable events from selling assets.
- Crypto Tax Preparation and Filing Comprehensive crypto tax preparation and filing services delivered through a network of CPA firms specializing in cryptocurrency taxation. Addresses IRS enforcement priorities, Form 1099-DA requirements, and the technical challenges of tracking DeFi transactions and staking rewards.
- HBAR Custody Custody service for Hedera (HBAR) delivered through Anchorage Digital Bank, letting clients hold HBAR alongside Bitcoin, Ethereum, XRP, Stellar, and Avalanche within a federally regulated custody framework.
Quantifiable outcome
- $250 million Bitcoin portfolio managed with SOC 2 certified security controls
- +2 more outcomes
Companies that use Digital Wealth Partners
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Digital Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
Digital Wealth Partners partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered supporting and core.
- Mangrove TechnologiessupportingCo-hosted Nashville event targeting wealth managers, RIAs, and retail investors seeking structured risk controls for integrating digital assets into advisory workflows.
- Canary CapitalsupportingCo-hosted Nashville event with Digital Wealth Partners and Mangrove Technologies for the launch of Mangrove's AI-enabled wealthtech ecosystem.
- Anchorage Digital BankcoreFederally chartered cryptocurrency bank with OCC national trust bank charter, the only crypto-native bank with federal charter in the US. Provides HBAR custody alongside Bitcoin, Ethereum, XRP, Stellar, and Avalanche within federally regulated framework. Processes 90% of transactions in under 20 minutes.
- CPA Firms (Cryptocurrency Tax Specialists)supportingNetwork of CPA firms specializing in cryptocurrency taxation providing comprehensive tax preparation and filing services addressing IRS enforcement priorities, Form 1099-DA requirements, and technical challenges of tracking DeFi transactions and staking rewards.
- Two Prime Inc.coreSEC-registered investment advisor specializing in Bitcoin derivatives managing $250 million Bitcoin portfolio for DWP clients through dedicated separately managed account framework designed to generate stable Bitcoin-denominated returns while minimizing volatility. The collaboration builds on existing relationship where Two Prime previously supplied customized trading approaches.
- Arch PubliccoreProvider of algorithmic XRP trading strategy for qualified retirement accounts, utilizing institutional-grade custody and insurance protections for automated, rules-based trading within IRAs.
- Polychain CapitalsupportingCo-hosted exclusive kickoff event for SF Fund Week 2025 in San Francisco for fund industry professionals to discuss digital assets, blockchain investments, and crypto regulation.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Digital Wealth Partners competitors and assessment
Company assessmentDirect peers
- Bitwise Asset Management: A leading crypto asset manager offering spot crypto funds, separately managed accounts, and index strategies to RIAs and institutions. Directly competes with DWP's Bitcoin SMA offering and RIA-channel distribution.
- Galaxy Digital: Institutional crypto asset manager and prime broker offering trading, lending, custody, and portfolio management to institutions and HNW clients — overlapping with DWP's 'crypto prime broker equivalent' positioning.
- CoinShares: European-headquartered digital asset investment firm offering ETPs, hedge fund-style strategies, and institutional asset management. Directly comparable to DWP's crypto discretionary management business with HNW and institutional clients.
- Eaglebrook Advisors: A SEC-registered crypto-focused RIA offering digital asset management and custody solutions to RIAs, family offices, and HNW investors — directly overlapping DWP's core customer segments and SEC-registered advisory model.
- Pantera Capital: Crypto-focused investment firm offering venture, early-token, and Bitcoin funds to institutions and HNW investors. Comparable digital-asset discretionary management offering with similar institutional target market.
- Grayscale Investments: Largest dedicated crypto asset manager with publicly traded products and institutional SMA offerings. Competes for the same RIA and family-office allocator mandates DWP targets, though with broader scale and product depth.
Broad incumbents
- Coinbase Asset Management: Institutional arm of Coinbase offering custody, prime brokerage, and staking/index products to RIAs and asset managers. Overlaps with DWP's prime-broker-style offering but operates as a much broader incumbent platform.
- Fidelity Digital Assets: Subsidiary of Fidelity offering institutional crypto custody, trading, and increasingly wealth management capabilities. A scaled incumbent with deep balance sheet pursuing the same institutional and HNW crypto wealth opportunity as DWP.
Emerging players
- Valkyrie Funds: Crypto-native asset manager offering ETF and trust products alongside discretionary strategies. Overlaps with DWP's institutional digital asset management offering but historically more product-led than advisory-led.
- Osprey Funds: Smaller crypto fund sponsor offering multi-asset trusts and SMA-style products to RIAs. Similar RIA-channel distribution and digital asset focus, but with narrower scale and product breadth than DWP.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Digital Wealth Partners social profiles
Digital presenceDigital Wealth Partners compliance and trust
Trust signalCompliance1 record
Digital Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Digital Wealth Partners leadership team
Management profileNumber of profiles
Profiles4 records
Digital Wealth Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Digital Wealth Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Digital Wealth Partners
What does Digital Wealth Partners do?
Digital Wealth Partners is an SEC-registered investment advisor that provides professional management of cryptocurrency portfolios for institutional investors, family offices, and high-net-worth individuals. Its core offerings include a $250 million Bitcoin separately managed account mandate run with Two Prime, algorithmic XRP trading strategies for qualified retirement accounts powered by Arch Public, institutional-grade multi-asset custody through Anchorage Digital Bank, and crypto-backed lending and tax advisory services for clients with $500,000 or more in digital assets.
Is Digital Wealth Partners a public or private company?
Digital Wealth Partners is a private company. It is classified as family owned and is currently operating.
When was Digital Wealth Partners founded?
Digital Wealth Partners was founded in 2023. It employs 11 to 50 people.
Where is Digital Wealth Partners based?
Digital Wealth Partners is headquartered in Dallas, United States, in the North America region.
How does Digital Wealth Partners make money?
Three revenue lines are on record. Investment Advisory Fees are the primary driver. The others are portfolio Management Fees and institutional Custody Services.
Who are Digital Wealth Partners's main competitors?
Direct peers on record are Bitwise Asset Management, Galaxy Digital, CoinShares, Eaglebrook Advisors, Pantera Capital and Grayscale Investments. Broad incumbents are Coinbase Asset Management and Fidelity Digital Assets. Emerging players are Valkyrie Funds and Osprey Funds.
Does Digital Wealth Partners have an API?
No public API is recorded for Digital Wealth Partners.
What industry is Digital Wealth Partners in?
Digital Wealth Partners's product category is Digital Asset Wealth Management. Its primary akta.pro industry code is FSADAHAA, Active Crypto Asset Managers (Discretionary), with a secondary code of FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access). Its NAICS code is 5259 and its SIC code is 6199.