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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