Upwealth Joins Stellar Network and DraperU's program | Sept 2024

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FROM COINS TO CAPITAL

AI-Driven Digital Asset Investment and Advisory Platform for Modern Wealth Managers.

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1

Provide SMAs & Strategies

to your Clients

2

Offer AI-driven

Investment and Tax Advice

3

Get Tools Built

for Crypto Investing

portfolios

INVESTMENT

Managed Portfolios (SMAs)

Our crypto investment team conducts thorough market analysis to craft portfolios tailored to your clients' needs, risk tolerance, and financial goals. With in-depth research and strategy implementation, we take care of portfolio management, allowing you to focus on delivering personalized advice to your clients.

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INVESTMENT

Custom SMAs

Customize portfolios with over 350 coins and tokens. Build and manage SMAs using our specialized tools designed for cryptocurrency investing. Tailor your crypto strategy to meet your clients' preferences.

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portfolios

MANAGEMENT

Portfolio Tracker

Allow clients to sync all their crypto holdings from multiple wallets and exchanges in one place. Get real-time visibility into external assets and provide personalized, AI-driven advice on their entire portfolio. Enhance your value by optimizing strategies across all client accounts, helping them reach their financial goals.

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Over 350+ wallets and exchanges connected by clients, managed by you and AI-powered support from Upwealth.

portfolios

Responsible crypto investing

We provide you with powerful insights and tools, but you make the final call on what's best for your clients.

Let clients complete a brief questionnaire to create a portfolio that matches their risk profile and financial objectives.

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How much should your client invest?

Total net worth :
i
Estimation of the value of property that your client owns directly: Land and real estate, professional property, company shares, financial investments (bank accounts and securities including stocks, bonds, derivatives, UCITS, works of art and collectibles, valuable furniture and equipment, without taking into account debts and loans.
Risk tolerance:
Investment time horizon:

Asset Class

Allocation

Real Estate

35%

Securities

25%

Commodities

30%

Alternative investments

5%

Cash

10%

Other

3%

Cryptocurrencies

3% - 3000$

Disclaimer: The information provided here is for informational and educational purposes only. It is not intended as investment advice and should not be considered as such. You should conduct your own research and carefully consider your financial situation before making any investment decisions.

Benefits

Custodial & non-custodial
Their coins, Their choice
Automated investing
Stress-free
Deposit & withdraw in crypto & fiat
Instant & Simple
Tracking wallets & exchange accounts
Free & Easy
Custodial & non-custodial
Their coins, Their choice
Automated investing
Stress-free
Deposit & withdraw in crypto & fiat
Instant & Simple
Tracking wallets & exchange accounts
Free & Easy

Licensed, Insured & Secured

01

We are fully regulated and compliant

Registered as a DASP² with the AMF in France and updating our RIA³ registration with the SEC in the USA.

02

We have insurance coverage

Third-party specie insurance underwritten through our qualified custodian & liquidity providers.

03

All assets are protected

We uses secure gateway to institutional-grade hot and cold storage with innovative custody & liquidity solutions.