Eaglebrook Advisors

Eaglebrook's core business revolves around its Separately Managed Account (SMA) platform for cryptocurrencies, targeting registered investment advisors (RIAs) and their clients. This model allows financial advisors to offer direct ownership of digital assets like Bitcoin and Ethereum to their clients, which are held in the client's name at a qualified institutional custodian such as Anchorage Digital Bank or Gemini. The firm generates revenue through its platform, which provides seamless integration with advisors' existing portfolio management and reporting systems, including major players like Addepar, Black Diamond, and Orion. This integration facilitates client onboarding, trading, rebalancing, and reporting within a unified ecosystem.

The platform's key service is providing tax-optimized Bitcoin and Ethereum SMAs. A significant feature is its automated tax-loss harvesting system, which is particularly advantageous given the volatility of the crypto market and the absence of the wash-sale rule for these assets. Beyond individual assets, Eaglebrook offers access to multi-asset portfolios and strategies managed by third-party investment managers, including ARK Invest, Bitwise, and Franklin Templeton. The platform also includes an educational component, Eaglebrook IQ, which offers training courses and research to help advisors and their clients understand the digital asset market. In January 2022, the company secured $20 million in a Series A funding round, bringing its total raised capital to $22 million, which has been utilized to enhance its technology and product development.