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.

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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.

©2025 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 Palo Alto, California. 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. You should consult with your own legal, tax, and investment advisor for questions about your specific circumstances.

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. The value of digital assets can fluctuate significantly and may become worthless. No BitGo communication is intended to imply that any digital asset services are low-risk or risk-free. BitGo is not a registered broker-dealer and is not a member 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. Custody and other digital asset services are subject to eligibility, jurisdictional, and regulatory restrictions. Availability of specific products and services may vary by location and entity.

BitGo endeavors to provide accurate information on its websites, press releases, blogs, and presentations, but cannot guarantee all content is correct, completed, or updated. Content is subject to change without notice. BitGo disclaims any obligation to update or supplement such information except as required by applicable law or regulation.

BitGo makes no representation that the information contained herein is appropriate for use in any jurisdiction where its distribution or use would be contrary to law or regulation or would subject BitGo or any of its affiliates to any registration or licensing requirements in such jurisdiction. Persons who access this information are responsible for complying with all applicable laws and regulations.