Crypto wealth management for your clients
A managed crypto platform built for registered FSPs and financial advisors — offer your clients professional crypto portfolios, dollar-cost averaging and automated buying, all under your advisory.
Built for advisors and their clients
Cape Crypto Wealth lets registered FSPs add crypto to their offering without the operational burden. We provide the platform and infrastructure — you keep the client relationship.
Dollar-cost averaging
Set recurring, scheduled buys for clients to smooth out volatility and build positions over time.
Automatic buying
Rules-based, automated purchasing so client mandates are executed consistently, hands-free.
Portfolio management
Manage and monitor diversified crypto portfolios for clients from a single, advisor-focused platform.
How it works
Get in touch
Contact our team to set up your FSP on the Cape Crypto Wealth platform and discuss your clients' mandates.
Onboard your clients
We get your clients verified and set up, with the compliance and custody handled in the background.
Manage their crypto
Run dollar-cost averaging, automated buys and managed portfolios on your clients' behalf.
Security matters — for you and your clients. Learn how we help keep accounts secure and prevent scams.
Add crypto to your advisory practice
Speak to our team about offering Cape Crypto Wealth to your clients.