About Eaglebrook

The bridge between wealth management and digital assets

Providing investors with tax-optimized Bitcoin and Ethereum SMAs, Custom SMAs, and strategies managed by third-party investment managers.

treasure chest

Delivering unmatched crypto investment solutions to the wealth management market

Eaglebrook is a crypto investment platform that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA Platforms in the crypto market. Eaglebrook's investment platform offers access to tax optimized Bitcoin and Ethereum separately managed accounts (SMAs) and third-party investment manager strategies held at an institutional qualified custodian.

Eaglebrook is an SEC registered investment advisor that works with over 70 RIAs and has over 700 financial advisors using Eaglebrook’s Platform. The company is backed by leading wealth management executives and financial institutions including Castle Island Ventures, Brewer Lane Ventures, and Franklin Templeton.

Eaglebrook at a glance

Confidently invest in the future of finance with Eaglebrook


RIA Partners using our Crypto SMA Platform


of digital assets traded


financial advisors using our platform


network assets of our RIA Partners