Dynasty Financial, Eaglebrook Bring RIAs Bitcoin

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Today, wealth management platform provider Dynasty Financial Partners announced a partnership with investment manager Eaglebrook Advisors to bring bitcoin investment infrastructure to its network of nearly 50 Registered Investment Advisors (RIAs).

Eaglebrook’s platform integrates with many major portfolio management tools used by wealth management firms across the United States, which will now allow advisors to model, bill and advise clients on Bitcoin within a unified ecosystem.

“The demand for bitcoin and other digital assets only continues to grow, and the addition of Eaglebrook’s SMAs [separately managed accounts] to our network provides advisors with an efficient way to obtain safer, customized access to this emerging asset class.” said Nick Gerace, senior vice president of investments at Dynasty Financial Partners, in the release.


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