Today BitGo announces the launch of its platform for Wealth Management. This platform will allow registered investment advisors (RIAs) and broker-dealers to have direct and easy access to digital assets with the highest level of compliance and security.

The platform for Wealth Management is integrated with traditional portfolio management systems like Orion, InvestCloud, and Black Diamond to guarantee seamless integration of digital assets into advisors’ current portfolios. It provides a turnkey experience that allows organizations to customize layouts, add custom indexes, rebalance their books, and automate reporting to ensure smooth integration of digital assets into any portfolio.

This platform addresses challenges faced by RIAs, such as managing time constraints, navigating regulatory issues, and providing consistency in service delivery. Wealth Management will also provide the backend support needed by RIAs and broker-dealers to help capture greater market share even in today’s competitive environment — the platform represents yet another way in which BitGo provides crucial technology for clients.

Since its founding in 2013, BitGo has been the first digital asset company focused exclusively on serving institutional clients. BitGo provides institutional investors with custody, liquidity, and security solutions. Active in both centralized and decentralized finance, BitGo offers market-leading trading, lending, and borrowing through its prime brokerage services.

In 2018, BitGo launched BitGo Trust Company, the first qualified custodian purpose-built for storing digital assets. BitGo processes approximately 20% of all global Bitcoin transactions and supports over 600 coins and tokens. Backed by Goldman Sachs, BitGo’s customer base includes the world’s largest cryptocurrency exchanges and institutional investors in more than 50 countries.

With BitGo’s platform for Wealth Management, clients can leverage the company’s full suite of solutions from regulated custody to its trade engine for users to get everything they need to buy, hold, insure, and manage digital assets from one platform. An advisor can be up and running in as little as one week with all of their clients.

Additionally, the platform for Wealth Management allows advisors to get an inside look at everything that is going on in the regulatory environment and keep up to date on the world of Web3.

“We’re excited to see a custodian with the history of safety and security BitGo displays provide an offering for the RIA and wealth management industry,” said Adam Blumberg, CFP ®, the co-founder of Interaxis and Planner DAO. “Coupled with education, the BitGo platform for Wealth Management gives financial advisors the confidence to provide digital asset management to clients, moving crypto from a speculative asset class to investible allocation in a portfolio.”

This launch follows several other recent product launches and milestones that have contributed to BitGo’s momentum, including:

  • A comprehensive suite of insurance protections for cryptocurrencies and digital assets, including expanding the amount of cold storage insurance to $250 million. Learn more.

  • Additional support for a growing list of digital currencies including Solana, Polkadot, Near, and more. Learn more.

  • Institutional-grade NFT custody solution for clients to securely receive, hold, and send NFTs. Learn more.

  • TSS to support new coins faster and decrease transaction fees. Learn more.

  • Adding several senior hires, including Ira Wurcel as General Counsel and Adam Sporn as Head of US Institutional Sales, among others. Learn more.

  • Expanded custody offering internationally to Spain, Poland, Italy, and Germany. Learn more.

  • BitGo mobile app for clients to handle approvals on-the-go. Learn more.

  • Hosting Activate, BitGo’s first multi-chain, multi-city developer conference dedicated to empowering web2 developers and advancing web3 developers and blockchain technology. Sign up.

For more information, connect with our team by filling out this form.

About BitGo

BitGo is the leading infrastructure provider of digital asset solutions, delivering custody, wallets, staking, trading, financing, and settlement services from regulated cold storage. Since our founding in 2013, we have focused on enabling our clients to securely navigate the digital asset space. With a large global presence through multiple regulated entities, BitGo serves thousands of institutions, including many of the industry's top brands, exchanges, and platforms, as well as millions of retail investors worldwide. As the operational backbone of the digital economy, BitGo handles a significant portion of Bitcoin network transactions and is the largest independent digital asset custodian, and staking provider, in the world. For more information, visit www.bitgo.com.

©2025 BitGo Inc. (collectively with its affiliates and subsidiaries, “BitGo”). All rights reserved. BitGo Trust Company, Inc., BitGo Inc., and BitGo Prime LLC are separately operated, wholly-owned subsidiaries of BitGo Holdings, Inc., a Delaware corporation headquartered in Palo Alto, CA. No legal, tax, investment, or other advice is provided by any BitGo entity. Please consult your legal/tax/investment professional for questions about your specific circumstances. Digital asset holdings involve a high degree of risk, and can fluctuate greatly on any given day. Accordingly, your digital asset holdings may be subject to large swings in value and may even become worthless. The information provided herein is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. BitGo is not directing this information to any person in any jurisdiction where the publication or availability of the information is prohibited, by reason of that person’s citizenship, residence or otherwise.