FINANCIAL ADVISORS

OPTIMIZE YOUR CLIENTS' PORTFOLIOS

Don't miss out on the asset class of the future. At Upwealth, we support you in offering diversified crypto asset portfolios tailored to each of your clients based on their risk tolerance and investment goals and horizons.

Managed Portfolios

Tailored to Your Clients' Profiles

Personalized Support

Expertise and Tools for You and Your Clients

Recurring Revenue

Paid out monthly in Fiat or Crypto

Registered Platform

Ensuring Compliance with the AMF & the SEC

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Don't let your clients navigate alone anymore.

Are you looking to meet your clients' growing demand for crypto asset investments but struggling to find the right support and tools?

Our teams are here to assist your clients in their cryptocurrency investment decisions with portfolios tailored to their needs and investor profiles.

Schedule a Call

Portfolio Diversification

The interest in crypto assets has been steadily increasing over the past few years, attracting both individual and professional investors seeking high returns.

Today, this new asset class rightfully integrates into portfolio diversification, becoming an essential component for an optimal investment strategy.

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Why Choose
Upwealth ?

Unlock New Revenue Streams

New Offerings for Existing Clients

Attraction of a New Clientele

Simple client onboarding in minutes

Monthly reports for your customers

Portfolio management handled by crypto experts

Explore our portfolios tailored to your clients' needs with a minimum subscription amount of $1,000!

Our Managed Portfolios