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.

The digital asset infrastructure company.

The latest

All News arrowRight icon

About BitGo

BitGo is the digital asset infrastructure company, delivering custody, wallets, staking, trading, financing, and settlement services from regulated cold storage. Since our founding in 2013, we have been focused on accelerating the transition of the financial system to a digital asset economy. With a global presence and multiple regulated entities, BitGo serves thousands of institutions, including many of the industry's top brands, exchanges, and platforms, and millions of retail investors worldwide. For more information, visit www.bitgo.com.

©2026 BitGo, Inc. (collectively with its parent, affiliates, and subsidiaries, “BitGo”). All rights reserved. BitGo Bank & Trust, National Association (“BitGo Bank & Trust”) is a national trust bank chartered and regulated by the Office of the Comptroller of the Currency (OCC). BitGo Bank & Trust is a wholly-owned subsidiary of BitGo Holdings, Inc., a Delaware corporation headquartered in Sioux Falls, South Dakota. Other BitGo entities include BitGo, Inc. and BitGo Prime LLC, each of which is a separately operated affiliate of BitGo Bank & Trust. BitGo does not offer legal, tax, accounting, or investment advisory services. The information contained herein is for informational and marketing purposes only and should not be construed as legal, tax, or investment advice. Digital assets are subject to a high degree of risk, including the possible loss of the entire principal amount invested. Past performance and illustrative examples do not guarantee future results. BitGo Holdings, Inc., BitGo Bank & Trust, BitGo, Inc. and BitGo Prime LLC are not registered broker-dealers and are not members of the Securities Investor Protection Corporation (“SIPC”) or the Financial Industry Regulatory Authority (“FINRA”). Digital assets held in custody are not guaranteed by BitGo and are not subject to the insurance protections of the Federal Deposit Insurance Corporation (“FDIC”) or SIPC. This communication contains forward-looking statements. Forward-looking statements include all statements that are not historical facts. These statements may include words such as “aim,” “anticipate,” “assume,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “forecast,” “foreseeable,” “guidance,” “intend,” “likely,” “may,” “objectives,” “outlook,” “plan,” “potentially,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” or variations of these terms and similar expressions. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors include but are not limited to those described under “Risk Factors” in BitGo Holdings, Inc.’s registration statement on Form S-1, as amended, relating to the initial public offering. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in the registration statement. Although BitGo believes that the expectations reflected in its forward-looking statements are reasonable, it cannot guarantee future results. BitGo undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.