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For Wealth Managers

Crypto for wealth managers: digital assets for every client, at scale.

Crypto for wealth managers, offered across your book with one operating model: custody, execution, reporting and support.

Why Abra

Built to scale across your book.

Add crypto for many clients without adding many workflows.

One operating model

A single, repeatable way to onboard and manage every client’s digital assets.

Client-titled custody

Each client’s assets held in their name, segregated and off our balance sheet.

Reporting that scales

Consolidated, audit-ready reporting across the whole book.

A real person on the phone

A dedicated team, not a ticket queue.

Our people

Decades of expertise behind every relationship.

Capital is entrusted to people, not to a platform. Abra's leadership and board bring together blockchain engineering, wealth management, compliance and quantitative strategy, with operators, investors and engineers who have been building in digital assets since before the category had a name.

A staircase curving up through bright, open architecture
Before you add it to your book

Crypto for wealth managers: three questions to settle first.

Whether you're adding wealth manager digital assets to one book or RIA network digital assets across many practices, three questions come first.

  • Which clients, at what size

    Decide which clients digital assets suit and at what size, and document it in each client's suitability file and investment policy.

  • How the assets are held

    Choose between managed accounts titled to each client and client self-custody, and make sure clients understand who holds the keys.

  • How it is reported

    Agree how positions, transactions and fees reach your reporting, so digital assets appear next to the rest of each client's portfolio.

Crypto for wealth managers

How a digital asset shelf decision usually works

A shelf decision for digital assets follows the same path as any new product category, with a few added questions.

  1. Product due diligence

    Product due diligence reviews the manager and the strategies. Abra Capital Management's Form ADV is public on the SEC's Investment Adviser Public Disclosure site.

  2. Compliance

    Compliance reviews custody, disclosure and suitability.

  3. Technology

    Technology reviews how accounts are opened and how data reaches books and records.

  4. The business

    The business reviews client demand and advisor readiness.

FAQ

Questions on crypto for wealth managers.

There is no minimum to begin a managed account with Abra Capital Management. Each product states its own terms on its page.

Abra Capital Management's Form ADV, which describes its services, fees and conflicts of interest, is public on the SEC's Investment Adviser Public Disclosure site.

Voices of Confidence

The Abra advantage for digital asset investors

“I was able to very seamlessly take out a loan… Not only that, they went to bat for me.”

Scott Melker is a current client of Abra Capital Management. He was not compensated for this statement. Abra separately compensates him as a partner for select media engagements, which is a material conflict of interest.

Scott MelkerWolf of All Streets
Scott Melker

Testimonials and endorsements. Whether each person is a client, and whether any compensation or other material conflict of interest exists, is disclosed with each statement. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.

Let’s talk about your book.

Schedule a platform demo

No minimums to begin. Registration as an investment adviser does not imply a certain level of skill or training, or endorsement by the SEC.