Eaglebrook Advisors, Inc.

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Eaglebrook Advisors, Inc. - overview

Established

2019

Location

Miami, FL, US

Primary Industry

Financial Services

About

Based in Florida, US, and founded in 2019 by Christopher King (CEO), Eaglebrook Advisors, Inc. operates as a financial service company that provides SMA (asset separately managed account) platform that offers financial advisor training for the bitcoin and digital asset market. In October 2021, Eaglebrook Advisors, Inc. raised USD 20 million in series A funding co-led by Brewer Lane Ventures and Castle Island Ventures, with participation from Avon Ventures, Gemini, Jump Capital, and Sybil Capital.


Eaglebrook Advisors, Inc. is a tech-driven, SEC-registered investment adviser that operates the crypto market's largest SMA Platform. The firm has established the first bitcoin and cryptocurrency separately managed accounts (SMAs), which have been created to integrate seamlessly with an advisor's existing portfolio management systems and workflows. Leading wealth management executives and financial institutions have backed the company.


Furthermore, the company's platform offers portfolio integration, institutional custody, liquidity, and professional investment strategies, helping users manage their digital investments easily. The company plans to use the October 2021 funding to accelerate technology and product development to serve financial advisors and the wealth management industry and continue to provide services for its fast-growing digital asset SMA platform.


Current Investors

Jump Capital, Castle Island Ventures, Avon Ventures

Primary Industry

Financial Services

Sub Industries

e-Financial, Financial Services, Accounting/Finance Software

Website

www.eaglebrookadvisors.com

Verticals

Blockchain, Cloud Computing, FinTech, FinTech

Company Stage

Series A

Total Amount Raised

Subscriber access only

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.