Eaglebrook Advisors

Founded in 2019, Eaglebrook Advisors is a technology-centric digital asset investment platform that offers Separately Managed Accounts (SMAs) to wealth management firms and financial advisors (“advisors”). Eaglebrook’s digital asset SMA platform allows advisors to securely access direct digital asset investments for their clients and is integrated with the advisors’ existing portfolio management system and workflow. This solution allows for seamless client onboarding, investment, reporting, and holistic portfolio management of a client’s bitcoin and digital asset investments within a secure, compliant, unified ecosystem. Eaglebrook’s investment platform offers its own advisor-driven custom digital asset SMAs, access to actively managed third-party investment manager digital asset SMAs, and educational resources for advisors and clients. The company is backed by leading wealth management executives and financial institutions including Castle Island Ventures, Brewer Lane Ventures, and Franklin Templeton.