About Us

Our History

Who we are

Founded in 2019, Eaglebrook Advisors is a turnkey asset management platform (TAMP) that provides institutional access to digital asset solutions for wealth management firms and their clients. Eaglebrook is an SEC-registered investment advisor that works with over 50 RIAs and has over 650 financial advisors allocating to digital assets through the Company’s TAMP. The Platform offers custom allocation modules and access to third-party manager models in separately managed account (SMA) format. This solution allows for seamless client onboarding, investment, reporting, and holistic portfolio management of a client's bitcoin and digital asset investments within a secure, compliant, unified ecosystem.

BY THE NUMBERS

Who we are

53
RIA Partners
650
Financial Advisors
1,000+
Investor Accounts
Our Mission

Provide advisors the solution to confidently invest in digital assets

The wealth management industry has reached an inflection point. The digital asset market is here to stay and can no longer be ignored by sophisticated investment professionals. Starting in 2009 when bitcoin, the first and largest digital asset, was launched, this market has grown to over $1 trillion today.

Digital assets are disrupting multiple traditional markets including monetary assets, banking, exchanges, software services, data services, art and gaming. The role of a financial is to guide clients through their financial life, provide best-in-class service and advice, and offer the best managers and investment opportunities.

Our concrete vision is that RIAs and advisors need to start thinking about how this emerging asset class can fit into their practice and client portfolios.

Trusted by Our RIA Partners