Wealth Management

Enable your clients to invest in crypto strategies and institutional-quality alternative investments from renowned asset managers — all in an institutional share class with minimal fees.

Access to Crypto and Private Equity

Securitize is the only provider that offers access to premiere alternative investment opportunities, including exclusive private market funds and cryptocurrencies, all in one place. Invest on behalf of clients through individual, joint, institutional, or retirement accounts.

Exclusive Private Market Funds and Diversifiers

Invest in exclusive private equity, private market, venture funds, and other diversifiers with lower minimums, lower fees, and increased liquidity potential.

Individual Cryptocurrencies and Strategic Models

Invest in cryptocurrency and apply active, passive, tactical, and tax-advantaged strategies from leaders in the digital asset space to round out your clients' portfolios.

Invest in exclusive private equity, private market, venture funds, and other diversifiers with lower minimums, lower fees, and increased liquidity potential.

Individual Cryptocurrencies and Strategic Models

Invest in cryptocurrency and apply active, passive, tactical, and tax-advantaged strategies from leaders in the digital asset space to round out your clients’ portfolios.

OFFERED BY SECURITIZE FOR ADVISORS

Digital Asset SMAs and Model Portfolios

The world of digital assets goes far beyond just a bitcoin ETF. Complete your client's portfolio with models and other active strategies built by leading asset managers.

Direct Investing in Cryptocurrencies

Invest in over 300+ crypto assets through qualified custodians, including Coinbase Prime, Gemini, and Anchorage Digital.

BTC

ETH

SOL

Bitcoin

Ethereum

Solana

& More

BTC

ETH

SOL

Get Access. Get Integrated. Get Paid.

Created to help you grow your business.

Digital Asset Access

Invest on behalf of clients in the evolving world of alternatives, including: 

• Bitcoin, Ethereum, and 200+ other crypto assets 
• Hamilton Lane, KKR, BlackRock, and more top-tier managers with bite-size investment minimums and access to liquidity via Securitize Markets
• And more

Tech Stack Integration

Securitize for Advisors integrates into your existing tech stack, connecting to all the tools you already use, including:

• Orion 
• Advyzon 
• Morningstar 
• ByAllAccounts
• Retail 
• And more

Bill on Increased AUM

Securitize for Advisors enables advisors to manage and bill on digital assets:

• Bill on alternatives, from crypto to private market funds 
• Set advisory fees for clients at your own discretion

OFFERED BY SECURITIZE MARKETS

Exclusive Private Market Funds

Access investment opportunities in private credit, private equity, venture capital, and more with lower minimums, lower fees, and increased liquidity potential.

Simplified Onboarding

Register Firm

Onboard in less than 24 hours.

Onboard Clients

Onboard and KYC your clients.

Invest Funds

Invest cash or in-kind assets.

Get Paid

Bill and report on client assets.

1. Register Firm

Onboard in less than 24 hours.

2. Onboard Clients

Onboard and KYC your clients.

3. Invest Funds

Invest cash or in-kind assets.

4. Get Paid

Bill and report on client assets.

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