Onramp Invest
Curated by SignalCrypto portfolio management platform connecting traditional wealth management with digital assets.
Overview
Onramp Invest is a platform focused on crypto portfolio management that aims to connect traditional wealth management practices with investments in digital assets. The platform includes various offerings such as market research, practice management guides, and educational materials intended to assist financial advisors in discussing cryptocurrency with their clients. Onramp Invest is designed to integrate with existing CRM systems, allowing for access to digital assets while maintaining compliance with qualified custodians. Additionally, the platform features advisory fee billing and model trading capabilities, which are intended to help advisors manage their operations and address the changing demands of their clients in the digital asset sector.
Key facts
- Founded
- 2018
- Headquarters
- San Diego, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Crypto
Contact
- Primary office
- Sign up to view
