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Eaglebrook Advisors

“Can a crypto SMA platform become the indispensable digital-asset infrastructure layer for the entire RIA and wealth management industry?”

Founded2019
HQNew York, NY (previously Miami, FL; previously Bethesda, MD)
Total raised$22M+
Latest roundStrategic investment from Franklin Templeton, 2022
IndustryFintech / Investment
The story

Founded as the first institutional-grade crypto SMA platform for the wealth management channel, Eaglebrook positioned itself as the infrastructure layer connecting RIAs to digital assets. Rather than going direct-to-consumer, it embedded itself into existing RIA workflows as a turnkey asset manager. The company evolved from a Bitcoin-only offering to a multi-asset platform including Ethereum and altcoins, and added tax-loss harvesting automation as a key differentiator over Bitcoin ETF structures. The Franklin Templeton partnership signals a bridge between traditional asset management and crypto-native infrastructure.

Last 12 months
2026-03
Product timeline
2019
Founded as a crypto separately managed account (SMA) platform for RIAs and wealth managers.· pivot
2021
F-Prime Capital makes initial investment; Eaglebrook establishes itself as a leading crypto SMA platform.· banking
2022
Raised $20M Series A led by Castle Island Ventures and Brewer Lane Ventures, followed by a strategic investment from Franklin Templeton.· banking
2022
Launched held-away digital asset integration capability, enabling RIAs to advise on client self-directed crypto accounts.· banking
2025
Expanded platform to include altcoin strategies (Solana, Polygon, Chainlink, Polkadot) alongside Bitcoin and Ethereum SMAs.· banking
2026
Headquartered at 205 Hudson Street, New York; serving 70+ RIA partners and 700+ financial advisors with $500M+ in digital assets traded.· banking
Regulated entities
1
regulatory licence held by Eaglebrook Advisors
Licence types, jurisdictions and registered entities are in the Embedded Finance Index report.
The stack
1 layer disclosed in Eaglebrook Advisors’s embedded-finance stack
Crypto
Anchorage Digital
Accounting gap: minor

Eaglebrook Advisors — frequently asked

Which crypto provider does Eaglebrook Advisors use?

Eaglebrook Advisors's crypto products run on Anchorage Digital.

Where is Eaglebrook Advisors headquartered?

Eaglebrook Advisors is founded in 2019 and headquartered in New York, NY (previously Miami, FL; previously Bethesda, MD).

How much funding has Eaglebrook Advisors raised?

Eaglebrook Advisors has raised $22M+ in total (latest round: Strategic investment from Franklin Templeton, 2022).

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