Platinum Partners

Choice allows you to manage stocks, bitcoin, gold, and other alternative assets all in one retirement account. Separately Managed Accounts or OTC funds/indices are not the only options for digital asset exposure. Choice offers best-in-class trade management, institutional security through Fidelity Digital Assets, and helps RIAs keep client assets under advisory.

WEBSITE: www.ChoiceApp.io

For more than seven decades, Franklin Templeton has helped clients achieve their financial goals. Our clients are at the heart of everything we do. Our wide range of investment specialists and our global reach allow us to offer an extensive set of capabilities. Our expertise has allowed us to become one of the world’s largest asset managers with an AUM of $1.5 trillion.

WEBSITE: www.FranklinTempleton.com

Osprey Funds, LLC (Osprey) is the lowest-cost provider of a bitcoin-focused investment product on the market. The firm is based in Tarrytown, New York and is dedicated to building smarter investment products that offer secure, transparent and cost-effective access to digital assets. The Osprey Bitcoin Trust is the platform’s inaugural product.

WEBSITE: www.OspreyFunds.io

Prime Trust is the one-stop-shop for financial infrastructure for fintech and digital asset innovators. We offer core financial service APIs and plug-and-play widgets that allow companies to launch quickly and scale securely. Prime Trust powers mission-critical infrastructure for many of the world’s leading crypto exchanges, NFT creators, digital wallets, ATS’, RIAs, broker-dealers, banks, and neobanks. Prime Trust’s team has extensive regulatory and financial services backgrounds from the OCC, SEC, Federal Reserve, Department of Justice, US Treasury/Secret Service, Wyoming Banking Division, JPMorgan Chase, Green Dot, American Express, PNC, Bank of America, and Visa.

WEBSITE: www.PrimeTrust.com

SkyBridge is a global multi-asset class alternative investments firm. The firm specializes in fund of hedge funds products, separate accounts and advisory solutions, while building investment vehicles to capitalize on unique market opportunities. SkyBridge today manages a Bitcoin fund, Opportunity Zone Real Estate Investment Trust (REIT) and a series of SPVs investing in late-stage private technology companies. SALT is a global thought leadership forum affiliated with SkyBridge, hosting prestigious global conferences and digital media focused on alternative investments

WEBSITE: www.SkyBridge.com

Gold Partners

Global X ETFs was founded in 2008. For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features more than 80 ETF strategies. While distinguished for our Thematic Growth, Income and International Access ETFs, we also offer Core, Commodity, and Alpha funds to suit a wide range of investment objectives.

WEBSITE: www.GlobalXETFs.com

Invest in some of today’s most innovative companies, all in one exchange-traded fund (ETF). Invesco QQQ ETF allows you to invest in some of today’s most innovative companies, all in one exchange-traded fund (ETF). Invesco offers a wide range of investments, all designed to help you meet your goals. Our mission is to find greater possibilities for your portfolio — whether you’re investing for your family or your clients. Click to see how QQQ has helped power portfolios for over 20 years.

WEBSITE: www.Invesco.com/qqq

Partners

Abra is a leading digital asset wealth management platform. Investors can earn high yields on their crypto assets, trade over 100 different cryptocurrencies, and borrow dollars against crypto holdings directly on the platform. Abra Capital Management also allows investors to access actively managed investment funds in addition to Abra’s best-in-class buying, trading, and borrowing services. Abra’s investors include American Express Ventures, RRE Ventures, Blockchain Capital, Ignia, Digital Currency Group, HCM Capital, and Pantera Capital, among others.

WEBSITE: www.Abra.com

Arbor Digital offers wealth management solutions unique to digital assets through a robust network of professionals. Arbor Digital’s True Digital Asset SMA™ offers portfolio solutions from direct exposure to Bitcoin and Ethereum only to broad diversification within Decentralized Finance and Gemini’s investable universe. Arbor Digital has paired their knowledge of Certificate in Blockchain and Digital Assets® along with their rich history in traditional finance to uniquely position them as your trusted partner in this complex and rapidly evolving space.

WEBSITE: www.ArborDigital.io

BitGo is the only digital asset company that has been focused exclusively on serving institutional clients since 2013. BitGo secures approximately 20% of all on-chain Bitcoin transactions by value and supports more than 300 digital assets within its platform. BitGo is the security and operational backbone for more than 400 institutional digital asset market participants in 50 countries, including many of the world’s top cryptocurrency exchanges and platforms.

WEBSITE: www.BitGo.com

Bitwise created the world’s first cryptocurrency index fund, the Bitwise 10 Crypto Index Fund, in 2017. We provide single asset funds that are liquid, low-cost and secure. Our goal? Help forward-thinking investors access this rapidly emerging asset class in products they can trust.

WEBSITE: www.BitwiseInvestments.com

BlockFi is a new breed of financial services company. Founded in 2017 by Zac Prince and Flori Marquez, BlockFi is building a bridge between cryptocurrencies and traditional financial and wealth management products to advance the overall digital asset ecosystem for individual and institutional investors. BlockFi’s platform manages more than $15 billion in assets and has generated hundreds of millions in interest for clients. The company, headquartered in New Jersey with offices around the globe, continues to expand its presence in the United States and internationally.

WEBSITE: www.Try.BlockFi.com

Cambrian Asset Management utilizes data-driven probabilistic models, risk management systems and automated trade execution capabilities. These technologies are applied to high volatility digital assets in pursuit of exceptional risk-adjusted returns while limiting downside risks. Cambrian’s systems are specifically designed to asymmetrically cushion investors from the losses due to the many large drawdowns inherent in the digital asset space and yet provide the ability to capture material portions of significant upside volatility and generate returns that are uncorrelated to equities.

WEBSITE: www.CambrianAsset.com

CF Benchmarks is the world’s leading crypto index provider. Its benchmark indices have settled over $500bn of CFTC and FCA regulated futures and options contracts and are tracked by ETFs and ETPs listed in Canada, Brazil, Switzerland and Germany. All indices are Registered Benchmarks in compliance with UK BMR.

WEBSITE: www.CFBenchmarks.com

Founded in 2018, Copper provides a gateway into the cryptoasset space for institutions by offering custody, prime brokerage, and settlement services across 250+ digital assets and more than 40 exchanges.

WEBSITE: www.Copper.co

Delphi Digital is a research-driven firm dedicated to advancing the understanding and development of the growing digital asset market across three primary verticals: Research, Labs, & Ventures. Powered by its industry leading research, Delphi provides both intellectual and financial capital to some of the most prominent companies and projects in crypto, helping bridge the gap between traditional capital markets and blockchain-based applications.

WEBSITE: www.DelphiDigital.io/Research

Eaglebrook Advisors is an investment firm that provides bitcoin investment solutions tailored to financial advisors and RIAs. Eaglebrook Advisors works with over 100 financial advisors and top RIAs including Mariner Wealth Advisors, the fourth largest RIA in the US. Eaglebrook Advisors offers Bitcoin and Digital Asset Separately Managed Accounts (“SMAs”) that provide seamless, secure, and compliant access to the emerging asset class.

WEBSITE: www.EagleBrookAdvisors.com

Fidelity Institutional® is a division of Fidelity Investments which offers clearing and custody services, investment and technology products and solutions, brokerage and trading services, and a range of insights, expertise, and world-class client experience to financial intermediary firms and institutions. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

WEBSITE: www.Fidelity.com

Galaxy Fund Management is the crypto funds brand of Galaxy Digital, the blockchain-focused diversified financial services firm that Mike Novogratz founded in 2018. GFM provides simple and secure access to the digital asset class via its growing suite of funds, which currently includes: the Galaxy Bitcoin Funds, the Galaxy Ethereum Funds, and the Galaxy Crypto Index Fund. GFM is led by Steve Kurz, Partner and Head of Asset Management at Galaxy Digital.

WEBSITE: www.GalaxyFundManagement.com

Gemini is a platform that allows customers to buy, sell, store, and earn cryptocurrencies like bitcoin, ether, and DeFi tokens. Gemini’s simple, reliable, and secure products are built to unlock the next era of financial, creative & personal freedom. Gemini was founded in 2014 by twin brothers Cameron and Tyler Winklevoss.

WEBSITE: www.Gemini.com

Grayscale Investments is the world’s largest digital currency asset manager. Established in 2013 by Digital Currency Group, Grayscale has long been the leader in creating novel pathways for investors to access the opportunities that digital currencies may offer. Our family of single-asset and diversified products reflect the growing global demand for digital currency investments.

WEBSITE: www.Grayscale.co

IDX is a quantitative research and alternative investment firm driven by financial theory and empirical insight.
We take volatile asset classes, like digital assets and precious metals, and create rules-based investment strategies designed to manage risk. This focus on risk management has led to IDX becoming one of the fastest growing digital asset managers in the world amongst Institutions, Family Offices, and Registered Investment Advisors.

WEBSITE: www.IDX-US.com

Financial technology for advisors and firms success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities.

WEBSITE: www.OrionAdvisorTech.com

ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, and along with its affiliates, manages nearly $70 billion in assets. The company is a leader in strategies such as dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.

WEBSITE: www.ProShares.com

Securitize Capital is the first digital asset management platform of its kind that manages and tokenizes institutional-grade products, leveraging blockchain-enabled capital market infrastructure. The company applies superior risk management to tailor innovative financial solutions, broadening investors’ access to traditional and cryptocurrency asset classes. Securitize Capital is a subsidiary of Securitize, a pioneer in developing a fully digital, regulatory compliant, end-to-end platform for issuing, managing and trading digital asset securities.

WEBSITE: www.Securitize.io

10T is a mid to late stage growth equity fund that invests in private companies operating in the digital asset ecosystem (DAE).

WEBSITE: www.10Tfund.com

Austin based Tradecraft Capital manages a macro thesis-driven crypto fund. The Fund delivers asymmetric returns by investing directly in crypto assets, guided by an overarching investment thesis focused on the new financial age in which we are operating inside of: The Age of Autonomy.

The Fund primarily invests directly in liquid, exchange-traded crypto assets (coins and tokens) and trading is guided by our proprietary TFA software. Liquid tokens allow the fund to deliver the benefits of venture with the unique advantage of being able to always be in the best expression of a given theme, something that before crypto assets was not easily done.

WEBSITE: www.Tradecraft.capital

Content and Education Partners

The Association for Digital Asset Markets (“ADAM”) is a private, non-profit, membership-based association of firms operating in the digital asset markets and is a standards-setting body and self-governing association committed to promoting market integrity and best practices. ADAM works with leading financial firms, entrepreneurs, and regulators to develop industry best practices that facilitate fair and orderly digital asset markets. In this regard, ADAM’s objectives are to: (1) protect market participants from fraud and manipulation; (2) provide clear standards for efficient trading, custody, and the clearing and settlement of digital assets; (3) encourage professionalism and ethical conduct by market participants; and (4) increase transparency and provide information to the public and governments about digital asset markets. In furtherance of this, ADAM released a principles-based Code of Conduct (the “Code”) in late 2019 that sets certain standards of professional conduct for ADAM members.

WEBSITE: www.TheAdam.com

With 100 years of stock-picking and investing expertise, Barron’s provides investors with forward-looking market insights and analysis. Discover new portfolio opportunities and identify potential challenges as you navigate the markets with confidence.

WEBSITE: www.barrons.com

Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to create competent and ethical financial planners who are committed to putting their clients’ best interests first.

WEBSITE: www.CFP.net

The Chamber of Digital Commerce is the world’s leading trade association representing the digital asset and blockchain industry.  Our mission is to promote the acceptance and use of digital assets and blockchain-based technologies.  Through education, advocacy and working closely with policymakers, regulatory agencies and industry, our goal is to develop an environment that fosters innovation, jobs and investment.

WEBSITE: www.DigitalChamber.org

The ETF Think Tank is a community, a technology and a due diligence platform serving as a hub for like-minded financial professionals. Our founders believe ETFs are the investment vehicle of the future and have been immersed in the industry since its inception. The ETF Think Tank is where investors, asset managers and thought leaders coalesce to further our mission – to create financial freedom and independence for the masses.

WEBSITE: www.ETFThinkTank.com

Financial Advisor is rated the most widely read trade magazine for independent reps and RIAs by Erdos and Morgan. In addition to publishing FA News and PW News, FA also produces the Invest in Women and Next Chapter Conferences, and the Inside Alternatives and Asset Allocation Webcast series.

WEBSITE: www.FA-Mag.com

The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. With a focus on the practice, business and profession of financial planning, FPA advances financial planning practitioners through every phase of their careers, from novice to master to leader of the profession. Learn more about FPA on their website.

WEBSITE: www.FinancialPlanningAssociation.org

The Investment Adviser Association (IAA) is the leading trade association representing the interests of fiduciary investment adviser firms. The IAA’s member firms collectively manage more than $25 trillion in assets for a wide variety of institutional and individual investors. In addition to serving as the voice of the advisory profession on Capitol Hill and before the SEC, DOL, CFTC and other U.S. and international regulators, the IAA provides extensive practical and educational resources to its membership.

WEBSITE: www.InvestmentAdviser.com

InvestmentNews is the trusted resource for financial advisers. Our multi-platform approach consists of quality content, data and information, served to advisers across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets. We have built communities in these core areas: Financial Technology (Fintech) Retirement Strategies Taxes and Tax Planning Practice Management ESG Women Advisers Diversity & Inclusion Regulatory Issues Our technology-led platforms and intelligence, coupled with our reader engagement, has allowed us to provide extensive coverage and analysis of important topics in the financial advisory industry, ultimately providing our audience with content that enables them to do their jobs better.

WEBSITE: www.InvestmentNews.com

MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of our longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth manager, asset manager and solutions provider firms of all sizes and professionals representing all functional areas.

WEBSITE: www.MMInst.org

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It’s all a part of the mission of NAPFA. The association provides support and education for over 4000 practitioners all over the country.

WEBSITE: www.NAPFA.org

NYIF is an independently held business, headquartered in New York, providing world-class training to professionals in the financial services and related industries. The Institute offers a vast array of courses ranging from introductory to advanced, as well as a number of professional designations that build careers through expertise. Each year the Institute delivers training to more than 50,000 individuals in over 125 countries. Some of the world’s leading financial institutions, central banks and regulatory bodies are clients of the Institute.

WEBSITE: www.NYIF.com

Real Vision is the investment platform that helps you understand the complex world of finance, business and the global economy with real in-depth analysis from real experts. Real Vision’s mission is to democratize quality financial research so that everyone, not just the financial elite, can get the honest truth about what’s really going on in the financial markets and economies. We give our guests the freedom to say what they really think – no agenda, no bias, and no B.S.

WEBSITE: www.RealVision.com

ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions. The website also showcases advisors adapting and succeeding in new ways, and it translates the impact of industry regulation, dealmaking and technology into easily digestible, shareable content — so advisors have more time to spend advising clients and running their businesses.

WEBSITE: www.ThinkAdvisor.com