- Due Diligence & Advisory
- Infrastructure Providers
- Borrowing and Lending
- P2P Remittances
- Treasury Management
- US Dollar Access
- USDC
- EURC
- Base
- Ethereum
- Solana
- Yes
- Web
- Paid
- Europe
- North America
- Canada
- United States
Openwealth equips financial institutions with infrastructure to securely offer crypto and digital asset services—integrated directly into their existing investment platforms.
Openwealth gives advisors a simple, compliant way to serve clients with digital assets.
From reporting on held-away crypto to offering access to institutional-quality products, Openwealth helps maintain fiduciary oversight while expanding value to clients. Built-in research, product due diligence, and secure infrastructure make it easy to integrate digital assets into existing practices—without becoming a crypto expert.
Front Office
Enable advisors and client services teams to provide reporting, statements, and oversight for clients' digital assets—including held-away wallets and external accounts—without operational complexity.
Back Office
Solves the challenge of securely managing private keys, wallets, and accounts across custodians and blockchains, with built-in reporting and audit trails to meet compliance demands.
Integrations
Eliminates the inefficiency of disconnected systems by delivering pre-built and customizable integrations with custodians, broker-dealers, CRMs, KYC/AML, accounting, and other enterprise tools.
Platform
Addresses the difficulty of scaling digital asset operations with configurable infrastructure, low-code tools for building workflows, blockchain node management, and secure APIs that fit enterprise requirements.
Held-Away Asset Visibility
Automatically discover and monitor client-held crypto across wallets and exchanges—helping to deliver more complete financial advice.
Product Shelf & Research Portal
Access a directory of DeFi platforms and tokenized product research reports. Build out AI-based client analysis reports, keep track of documentation and due diligence, and use our solution to maintain ongoing reporting for recommended products and platforms.
Client-Directed & Advisor-Managed Accounts
Support both self-directed clients and those seeking professional management—without compromising ownership or oversight.
Integrated Tax & Performance Reporting
Generate clear, compliant client statements, tax reports, and performance views for digital assets, just like traditional portfolios.
Fiduciary-Ready Infrastructure
Secure private key management, transaction audit trails, and role-based access controls help you meet your compliance obligations.
No Disruption to Your Workflow
Use Openwealth alongside existing CRMs, planning tools, and custodian relationships with seamless API and data integrations.
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