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.RetireWithChoice.com/pro

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

Blockchange simplifies the path to digital asset investing for financial advisors. The company’s Digital Asset SMA and Digital Turnkey Asset Management Platform (DTAMP) solutions offer a range of options for advisors to offer their clients the advantages and flexibility of direct asset ownership, together with a broad selection of asset choices that can be tailored to the growth and risk appetites of different classes of investors. Blockchange was founded in 2017 and has its headquarters in San Francisco California. For more information or to request a demo, visit their website.

WEBSITE: www.blockchange.ai

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 is an ETF that tracks the Nasdaq-100 Index™. The Index includes the 100 largest non-financial companies listed on the Nasdaq based on market cap. Click here to see how QQQ has helped power portfolios for over 20 years.

WEBSITE: www.Invesco.com/qqq-etf/home.html

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

Partners

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

Celsius is a dynamic platform that enables crypto holders to access fair, rewarding, and transparent financial services. With the mission to put unparalleled economic freedom into the hands of the people, Celsius enables individuals around the world to take control of their own financial opportunities by creating services that act in the best interest of the customer. Through the Celsius platform, customers can earn weekly compounding rewards on over 40 different cryptocurrencies at rates up to 17% APY. In addition to earning annual yield, customers can also leverage their digital assets to borrow dollars or stablecoins at less than 1% APR – the lowest rate available in the industry.

WEBSITE: www.Celsius.network

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 InstitutionalSM 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.ClearingCustody.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

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

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

Content Partners

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

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 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