Coinbase

Coinbase operates an online platform that enables merchants, consumers, and traders to buy, sell, and store digital currencies such as Bitcoin, Ethereum, and Litecoin. Founded in 2012 and based in San Francisco, the company provides users with tools to create digital wallets and connect their bank accounts for transactions. Its offerings include merchant payment processing systems that facilitate digital currency transactions on various websites. Additionally, Coinbase Ventures, an investment arm of the company, focuses on investing in early-stage cryptocurrency and blockchain startups. The platform aims to foster an open financial system accessible to users worldwide.

Shan Aggarwal

Investor

Emilie Choi

President and COO

Aklil Ibssa

Investor

Brandon Myint

Investor

Past deals in Wealth Management

Zipmex

Corporate Round in 2022
Our mission is to remove the barrier to access high quality and wealth generating financial products for the mass retail consumers in South East Asia. Our vision to achieve this is by curating investment opportunities including asset and security-backed digital assets such as gold and real estate, and “blue-chip” crypto-currencies that have the highest wealth generation potential. We not only adhere to the highest security standards, but also employ institutional custody of digital assets for our customers, insured up to US$100M. Zipmex is currently licensed in Thailand and Australia, and we are in the process of applying to licenses in Indonesia and Singapore. To fulfill our mission and achieve our vision, we have assembled a team of talented professionals and advisers including Dr. Sathit Limpongpan, the former chairman of Stock Exchange of Thailand and Dr. Chaiya Yimwilai, the vice minister to the Deputy PM of Thailand.

Valkyrie

Venture Round in 2022
Valkyrie Investments is a specialized alternative asset management firm.

Valkyrie Investments

Funding Round in 2022
Headquartered in Los Angeles with a satellite offices in Dallas and Chicago, Valkyrie assists clients on and between coasts. Valkyrie is a multi-asset management company providing a wide range of investment management services to clients as trusted fiduciary advisors. We create and manage bespoke portfolios, including safe exposure to digital assets and other frontier investments. Whether you’re an endowment, entrepreneur, family office, or individual, we will not only protect your wealth but we’ll also help it thrive in the world. At Valkyrie, our mission is to invest responsibly to enable economic prosperity, technological innovation, and social progress.

Hyperithm

Funding Round in 2022
Hyperithm is a private digital asset manager that provides comprehensive cryptocurrency services tailored for institutions and high-net-worth individuals. The company operates a fund management platform and a digital asset gateway, facilitating digital asset management and execution brokerage. Its clientele includes publicly listed companies, family offices, venture capital firms, as well as cryptocurrency exchanges and miners. Hyperithm aims to streamline cryptocurrency trading for its clients, ensuring efficient and effective management of digital assets.

DeBank

Series A in 2021
Developer of a multi-chain cryptocurrencies portfolio tracker designed for users to manage their DeFi assets. The company's cryptocurrency wallet allows users to track their full portfolio, compare interest rates, manage assets, find DeFi projects, analyze risks and more, enabling users to perform token swaps for token exchange and discover investment opportunities through detailed real-time data.

Balt Financial Holdings

Seed Round in 2021
Our Story We're proud to serve nearly half the world households with a broad range of financial services, including real estate investment, personal banking, Bitcoin mining , auto financing, investment advice, stock trading, small business loans and payment processing. We have concentrated our activities on the Gulf Coast in South Texas, which is home to some of the most prolific reserves in the United States. Tidal Petroleum operates with a ZERO debt structure, incorporating low overhead, low operating expenses and a streamlined management organization and is able to readily adapt to changing conditions in the petroleum industry. Invest: We invest our capital alongside our clients’ capital to help businesses grow. Support: We offer loan to help expand companies and enrich the system. Advice: We advise companies on buying and selling businesses, raising capital and managing risks, which enables them to grow. Finance : We help local, state and national governments finance their operations so they can invest in infrastructure, like schools, hospitals and roads. Innovate: We develop ideas and analysis that drive new perspectives, new products and new paths to growth.

Onramp Invest

Seed Round in 2021
Develper of a crypto asset integration platform intended to provide education, access, and tools to registered investment advisors (RIAs). The company's platform offers diversified model portfolios with qualified custodians, advisor workflow, automated portfolio rebalancing, and optimization, enabling financial professionals to manage their clients' cryptocurrency investments.

Tetra Trust

Series A in 2021
Developer of a digital asset custodian platform intended to secure the storage of digital assets. The company provides enterprise-grade custody of digital assets to enable easy online access to users' accounts, allowing them to securely manage their assets protected by leading security protocols, thereby enabling institutional investors to safeguard digital assets and manage customer portfolios in a hassle-free manner.

Tesseract

Series A in 2021
Operator of a digital asset management platform intended to provide various services focusing on investing, portfolio management, and blockchain technology. The company offers a programmatic investment product that provides a way to earn passive income on cryptocurrency in capital markets, despite the market price volatility of the coin or token, enabling investors and clients to maintain their financial stability.

Hyperithm

Series B in 2021
Hyperithm is a private digital asset manager that provides comprehensive cryptocurrency services tailored for institutions and high-net-worth individuals. The company operates a fund management platform and a digital asset gateway, facilitating digital asset management and execution brokerage. Its clientele includes publicly listed companies, family offices, venture capital firms, as well as cryptocurrency exchanges and miners. Hyperithm aims to streamline cryptocurrency trading for its clients, ensuring efficient and effective management of digital assets.

Casa

Seed Round in 2021
Casa offers a secure storage solution for consumers and companies to safely store their digital wealth. Casa helps users manage their private keys, through the multi-location security model that removes single points of failure and protects users from theft, accidents, and disasters, providing them with the tools for securing their digital lives.

Multis

Seed Round in 2020
Multis, Inc. provides financial services tailored for companies and entrepreneurs managing both fiat and cryptocurrencies. Its crypto wallet is designed to facilitate various financial operations, including storing digital assets, making payments to suppliers, managing payroll, and earning interest. The platform offers real-time monitoring of balances and transactions through a centralized dashboard, supports multi-access to assets, and enables features such as recurring payments and currency conversion. Founded in 2006, Multis is headquartered in San Francisco, California, while its team operates across Europe. The company aims to assist businesses in navigating the complexities of cryptocurrency, thereby promoting a global, borderless economy.

Digital Wealth

Acquisition in 2018
Digital Wealth is a fee-only financial planning and investment management firm focused on supporting technology professionals and their families in managing their personal finances. Operating primarily in a virtual capacity, the firm provides services across California and other exempt jurisdictions. Digital Wealth aims to simplify financial management by leveraging technology to create comprehensive financial plans. Its offerings include establishing and tracking cash flows, net worth assessment, debt management, retirement planning, insurance analysis, and tax planning. By addressing various aspects of wealth planning, Digital Wealth assists clients in achieving their financial goals with clarity and ease.
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