Eaglebrook Advisors

by Eaglebrook Advisors

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PrimeTrust

by PrimeTrust LLC

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Eaglebrook Advisors

by Eaglebrook Advisors

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PrimeTrust

by PrimeTrust LLC

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What problem does this service solve?

Eaglebrook’s SMA allows financial advisors to more easily offer their clients digital asset investment opportunities.Prime Trust provides regulatory compliance services to blockchain clients.

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Company Description

Eaglebrook Advisors is an investment firm focused on providing Crypto investment services for traditional financial advisors. Eaglebrook Advisors has launched a separately managed account (SMA) platform that provides financial advisors with a secure and compliant way to enable their clients to invest in Bitcoin and other digital assets. Their SMA solution is designed specifically for financial advisors and RIA, and can be integrated seamlessly with their existing systems and operations. workflow and operations. It allows advisors to better manage these assets with their clients' overall portfolio goals, and to make allocations as a part of their overall wealth management strategy.

Prime Trust is a chartered, regulated, and insured financial institution, that specializes in providing custodian and trustee services for blockchain companies. The company is overseen by the banking commissioner’s office at the Financial Institutions Division. They hold cash and non-cash assets, such as cryptocurrencies, for their clients. Prime Trust also offers KYC, AML, and a variety of other compliance solutions for their clients.

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