Circa Eaglebrook Advisors

Eaglebrook Advisors is a technology-centric digital asset investment platform that offers Separately Managed Accounts (SMAs) to wealth management firms and financial advisors. Its digital asset SMA platform allows advisors to securely access direct digital asset investments for their clients, and is integrated with the advisors' existing portfolio management system and workflow. This solution enables seamless client onboarding, investment, reporting, and holistic portfolio management of a client's bitcoin and digital asset investments within a secure, compliant, and unified ecosystem.