Basilic
Basilic LLC is a Denver-based SEC-registered investment adviser that integrates Bitcoin multisig custody via Unchained with traditional wealth management, retirement plan design, and financial planning for small business owners and high-net-worth individuals.
- Company typePrivate
- Founded2023
- HeadquartersDenver, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Basilic does
Basilic LLC (operating as Basilic Financial) is a Denver-based registered investment adviser founded in 2023, operating as a sole-founder wealth management practice led by Wyatt O'Rourke. The firm serves two primary customer segments: small business owners seeking sophisticated retirement plan design (Cash Balance Plans, Profit Sharing, 401(k) Group Plans, Solo 401(k), SEP IRAs, Traditional/Roth IRAs), and high-net-worth individuals and Bitcoin investors seeking to integrate Bitcoin holdings with traditional financial planning, tax optimization, and legacy planning. The firm also provides holistic financial planning and bespoke managed portfolios, with differentiation grounded in the intersection of traditional finance and the Bitcoin ecosystem.
Basilic's core technology layer is built around Bitcoin multisig custody delivered through a core partnership with Unchained, offering three tiered key-management configurations (Full Client Custody, Partial Client Custody, and Collaborative Custody) designed to eliminate single points of failure for client Bitcoin assets. Supporting digital tools include a client-facing BTC Loan Calculator for modeling Bitcoin-backed loan scenarios and an Investor Persona Assessment for capturing client risk tolerance and qualitative preferences. The firm does not maintain a native mobile application or published API; its technology footprint is anchored on Unchained's custody infrastructure and internally developed web tools.
Revenue is generated through investment advisory fees as a subscription/recurring model, likely AUM-based or fixed retainer, discussed individually during free consultations and disclosed via Form ADV Part 2A/2B. Go-to-market is sales-led and consultation-based, with lead capture through cal.com, the company blog, email newsletter, X (Twitter), LinkedIn, and downloadable educational resources. Basilic is SEC-registered, compliant with Regulation S-P, Regulation S-ID, Colorado Securities Act, and ERISA guidelines, and operates exclusively within the United States.
Basilic firmographics
Firmographics- Name
- Basilic
- Legal name
- Basilic LLC
- Website
- https://basilic.io
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Basilic LLC is a Denver-based SEC-registered investment adviser that integrates Bitcoin multisig custody via Unchained with traditional wealth management, retirement plan design, and financial planning for small business owners and high-net-worth individuals.
- Ownership category
- akta.pro rank
Basilic industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)
- akta.pro secondary industries
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Basilic is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Basilic business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Others, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Fees: Basilic LLC is a registered investment adviser. Revenue is generated through advisory fees for financial planning, wealth management, and retirement planning services. The firm is registered with the SEC and operates under Form ADV disclosure requirements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Advisory services with individualized fee structures |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Basilic product offering
Product offeringCore offering
Basilic is an SEC-registered investment adviser that delivers fee-based financial advisory services spanning retirement plan design for small businesses, Bitcoin-focused custody and treasury services, holistic financial planning, and bespoke individual wealth management. Core offerings include Cash Balance Plans, Profit Sharing, 401(k) and IRA administration, Unchained-powered Bitcoin multisig custody, and personalized managed portfolios, supported by a client-facing BTC Loan Calculator tool.
Product overview
Basilic Financial is a wealth management firm operating as a unified advisory platform that integrates Bitcoin ecosystem services with traditional finance. The core portfolio consists of four interconnected service lines: Bitcoin Services (multisig custody, UTXO management, Bitcoin research), Retirement Services (Cash Balance Plans, Profit Sharing, 401(k), IRAs), Financial Planning (holistic reviews, personalized strategies, legacy planning), and Individual Wealth Management (managed portfolios, investor persona assessments). These are supported by a BTC Loan Calculator tool for financial modeling. The investment thesis bridges Bitcoin and traditional finance with a focus on tax efficiency, inflation hedging, and financial sovereignty.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Services Full-service retirement plan management for small businesses, including Cash Balance Plans, Profit Sharing, 401(k) Group Plans, Solo 401(k), Traditional and Roth IRAs, and SEP IRAs. Covers plan design, compliance, onboarding, and tax optimization to reduce business taxes and attract/retain employees.
- Bitcoin Services Specialized Bitcoin-focused advisory services including multisig custody setup, UTXO management, key replacement and security checks, Bitcoin research and education, and integration of the Bitcoin ecosystem into broader financial planning for both individuals and businesses.
- Financial Planning Holistic financial planning services combining tech-enabled planning tools with human-first review, including comprehensive financial reviews, personalized account and asset class strategies, continuous portfolio check-ins, and legacy planning that integrates client values with wealth preservation tactics.
- Individual Wealth Management Bespoke managed portfolio services tailored to individual client risk tolerance and growth aspirations, including custom-built managed portfolios, investor persona psychological assessments, and access to industry research on Bitcoin and traditional finance to support informed investment decisions.
- BTC Loan Calculator Client-facing web-based financial estimation tool that models Bitcoin-backed loan costs, collateral requirements, and multi-period rollover scenarios, supporting Interest Only, Principal & Interest, and Bullet loan types with configurable LTV, interest rate, and BTC price (bear/flat/bull/cycle) assumptions.
Quantifiable outcome
- Higher retirement contribution limits compared to 401(k) plans through Cash Balance Plans
- +1 more outcomes
Companies that use Basilic
Customer profileSegments3 records
Ideal customer profiles2 records
Basilic technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature3 records
Basilic partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- UnchainedcoreBasilic partners with Unchained for Bitcoin custody infrastructure. Unchained provides key agent services in the firm's multisig custody solutions, holding keys in Full Client Custody (1 key), Partial Client Custody (1 key), and Collaborative Custody (1 key) configurations. This partnership enables institutional-grade Bitcoin custody for Basilic clients.
Scale indicators1 record
Recent moves6 records
Expansion highlights4 records
Basilic competitors and assessment
Company assessmentDirect peers
- Betterment: Betterment is a digital-first registered investment adviser combining automated portfolio management with human advisory, plus retirement offerings (401(k), IRA). Comparable to Basilic in combining digital tools with traditional advisory across wealth and retirement, though at much larger scale and without a Bitcoin specialization.
- iTrustCapital: iTrustCapital enables self-directed retirement accounts (IRAs) with direct crypto and gold exposure, directly overlapping Basilic's Bitcoin-integrated retirement offerings and use cases such as Bitcoin accumulation within tax-advantaged accounts.
- Swan Bitcoin: Swan Bitcoin delivers Bitcoin-focused financial services for individuals and businesses, including Bitcoin IRAs, treasury management, and education — directly comparable to Basilic's Bitcoin Services pillar and its integration of Bitcoin into retirement and wealth planning.
- Wealthfront: Wealthfront offers automated investment management, financial planning, and retirement accounts (401(k), IRA). Comparable to Basilic in the digital-tools-plus-advisory hybrid model and the multi-service-line wealth + retirement value proposition.
- Unchained: Unchained provides collaborative multisig Bitcoin custody infrastructure used by Basilic and serves a directly overlapping client base of HNW individuals, family offices, and businesses seeking institutional-grade self-custody. It also offers trading, loans, and IRAs, intersecting Basilic's Bitcoin services line.
Broad incumbents
- Fidelity Investments: Fidelity is a broad incumbent across brokerage, wealth management, employer retirement plans, and increasingly digital assets (including a Bitcoin ETF and crypto trading). Overlaps with every Basilic service line but at enormously greater scale and without the Bitcoin-as-sovereign-store-of-value thesis.
- Empower: Empower (including Personal Capital) is a large RIA offering wealth management and employer retirement plan services. Closely comparable to Basilic's holistic advisory + retirement focus, though at substantially larger scale and without Bitcoin specialization.
- Charles Schwab: Schwab is a broad incumbent broker-dealer and RIA platform offering wealth management, retirement plan services, and a growing set of crypto-related products. Comparable across all four Basilic service pillars but as a scaled, generalist competitor.
Emerging players
- Guideline: Guideline is a tech-enabled 401(k) platform for small and mid-sized businesses. Comparable to Basilic's small-business retirement pillar (401(k) Group Plans, plan design, compliance administration) as a scaled technology platform addressing the same small-business-employer segment.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Basilic social profiles
Digital presenceBasilic compliance and trust
Trust signalCompliance5 records
Basilic financial estimates
Financial estimateRevenue estimate
Valuation estimate
Basilic leadership team
Management profileNumber of profiles
Profiles1 record
Basilic funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Basilic 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 Basilic
What does Basilic do?
Basilic is an SEC-registered investment adviser that delivers fee-based financial advisory services spanning retirement plan design for small businesses, Bitcoin-focused custody and treasury services, holistic financial planning, and bespoke individual wealth management. Core offerings include Cash Balance Plans, Profit Sharing, 401(k) and IRA administration, Unchained-powered Bitcoin multisig custody, and personalized managed portfolios, supported by a client-facing BTC Loan Calculator tool.
Is Basilic a public or private company?
Basilic is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Basilic founded?
Basilic was founded in 2023. It employs 1 to 10 people.
Where is Basilic based?
Basilic is headquartered in Denver, United States, in the North America region.
How does Basilic make money?
One revenue line is on record: investment Advisory Fees.
Who are Basilic's main competitors?
Direct peers on record are Betterment, iTrustCapital, Swan Bitcoin, Wealthfront and Unchained. Broad incumbents are Fidelity Investments, Empower and Charles Schwab. Guideline is listed as an emerging player.
Does Basilic have an API?
No public API is recorded for Basilic.
What industry is Basilic in?
Basilic's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAK, Digital/Hybrid Robo-Wealth & Retirement Advisory, with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 523940 and its SIC code is 6282.