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FINANCIAL PROFESSIONALS

What are your clients asking you about crypto?

We can help. Learn about everything from the basics of crypto to the latest market developments from our team of experts.

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Why Financewise

Why financial professionals
choose Financewise

Expertise and
track record

Our experienced team is immersed in crypto markets day in and day out, with insights informed by deep research and analysis.

Thorough understanding
of advisors' business

Our offerings are built to fit with advisors’ workflows, processes, tools, and administrative logistics. We understand your situation and want to make your life easy.

Relationship managers,
nationwide

With extensive experience supporting advisors, Financewise’s distribution team is focused 24/7 on crypto. We’re here to help advisors get the answers they need and confidently navigate the space on behalf of their clients.

FUNDS

Thoughtful, professional-grade exposure to a growing world of crypto opportunities.

Educational Partner

Understand the how, what, and why of crypto

For financial advisors, one of the biggest barriers to considering an investment in crypto is education. It’s a complex, technical, and fast-changing market — and something we know inside and out. Our job at Financewise is to give advisors the support and advice they need to make informed decisions for their clients on an increasingly critical asset class.

View all insights

Financewise Webinar Replay: The Future of Crypto Regulation

Matt Hougan, Katherine Dowling
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The Case for Crypto in an Institutional Portfolio

David Lawant, Matt Hougan
Read More

The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals

David Lawant, Matt Hougan
Read More

Crypto Rallies as Regulators Chart New Path

Juan Leon
Read More

Crypto Steadies Amid Global Turmoil

Juan Leon
Read More

Crypto Assets Start 2022 in Risk-Off Mode as Fed Tightening Looms

Juan Leon, David Lawant
Read More

MONTHLY WEBINARS & EVENTS

Mark your calendars

Exclusively for financial professionals. Hear from Financewise’s thought leaders on the latest developments in crypto — and why they matter to your clients.

04/19/2022 @ 2:00 pm ET / 11:00 am PT

What Ethereum’s Upgrade Means for Investors

This webinar will cover Ethereum’s role in the digital asset space, what the coming upgrade means for Ethereum and ETH-holders, and how advisors can address client questions about crypto’s second-most prominent asset.

Speakers: Matt Hougan, David Lawant, and Anais Rachel

Portfolio Simulator

Simulate your portfolio’s performance
with an allocation to crypto

 

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Get in touch

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