Our simple and streamlined process enables you to get up and running with crypto that much more quickly. Here's how it works.
We start with a conversation. Our team listens to your goals, risk tolerance, time horizon, and operational preferences, then proposes a clear plan for how digital assets can fit into your broader strategy.
A high-level view of your objectives, current exposure (if any), decision-makers, and any constraints such as custody preferences or unique jurisdictional considerations.
Yes. We collaborate with wealth managers, family offices, and legal/tax advisors to align structure, reporting, and governance.
We provide education, market context, and operational guidance. Allocation decisions remain yours; we help translate strategy into execution.
Typically within days, depending on onboarding requirements and your internal approvals.
We streamline identity verification and account setup. Most clients complete KYC/KYB within 48 hours, after which we configure permissions, custody preferences, and policy controls.
Government IDs, proof of address, and, for entities, formation documents, ownership structure, and authorized signers.
We employ encrypted storage, strict access controls, and audit logging. Data is used solely for compliance and account operations.
We guide you through region-specific requirements and coordinate documentation to keep the process efficient.
Once approved and funded, we execute your allocation or rebalance against deep, aggregated liquidity. You set the mandate; we handle routing, confirmations, and post-trade reporting.
We support approved channels, including bank rails and stablecoins. Funding options are confirmed during onboarding.
Yes. We can predefine parameters for staggered buys/sells to manage execution over time.
We support leading digital assets and institutional-grade vehicles. Your advisor will confirm the current asset list and eligibility.
You get notifications and end-of-day summaries directly from us by chat.
When you’re ready to move holdings, we deliver assets to your designated wallet—self-custody, institutional custodian, or another approved destination—using policy-based approvals and clear settlement steps.
Yes. We coordinate transfers to cold, warm, or multi-sig setups with test transactions where appropriate.
We do satoshi testing and send a small amount to verify the receiving address.
On-chain settlement is generally minutes, subject to network conditions and your security policy.
Yes. We provide transfer confirmations, timestamps, and transaction IDs for reconciliation.
If you choose to pause or conclude services, we ensure all assets are delivered, permissions are removed, and records are complete. We capture feedback to improve and leave you fully reconciled.
We retain records only as required by regulation and our retention policies; access is restricted and audited.
Yes. We can reactivate with updated KYC/KYB if needed and reapply prior configurations to save time.