Strategic Partnerships:
Partnerships with regulated institutions such as Bakkt expanded the collaborative‑custody network and distribution. Partner and press materials consistently highlight the relationship, bolstering institutional credibility and market reach.
Product Line Growth:
New offerings like institutional lending (January 2024), a trust‑company arm launched in 2025, mobile apps, and premium service suites broadened the product set and moved the firm up‑market. These additions indicate wider client coverage and deeper use cases around collaborative custody.
Investor Backing & Capital Strength:
A substantial Series B round in April 2023, led by Valor with participation from existing backers, provided runway to invest through the cycle. This outside capital supports continued platform development and scaling initiatives.
