Alloy provides a financial platform that integrates portfolio management, trading, and risk analytics for digital assets, enabling institutions to manage their investments across centralized and decentralized exchanges through a single interface. The platform ensures bank-level security and regulatory compliance while simplifying the complexities of digital asset management, allowing users to focus on optimizing returns.
Funding
$2.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Institutions face challenges in managing digital asset investments due to the complexity of navigating centralized and decentralized exchanges, along with the need for robust security and regulatory compliance. Existing solutions often lack a unified interface for portfolio management, trading, and risk analytics across diverse digital assets.
Solution
Alloy provides an investment management system tailored for digital assets, integrating portfolio management, centralized exchange (CEX)/decentralized exchange (DEX) and over-the-counter (OTC) trading, risk management, investment operations, and permissioned/permissionless decentralized finance (DeFi) into a single platform. This system simplifies the management of digital asset portfolios, allowing institutions to focus on optimizing returns. Alloy connects to external custody solutions, trading partners, and settlement networks through one gateway, while also offering risk analytics and pre-/post-trade compliance checks.
Target Audience
Alloy targets asset managers, wealth managers, DAOs, and corporate treasuries seeking a comprehensive solution for managing digital asset investments.
Features
- Comprehensive portfolio management with Investment Book of Records (IBOR) capabilities, model portfolios, and automated rebalancing
- Order and Execution Management System (OEMS) for executing trades across CEXs, brokers, OTC desks, and DeFi Automated Market Makers (AMMs)
- Risk management tools including VaR, factor analysis, and crypto-specific stress scenarios
- Post-trade process monitoring, trade reconciliation, and accounting Book of Records (ABOR)
- Support for institutional staking, permissionless DeFi, tokenized assets, and Real World Asset (RWA) yield opportunities
- Modular tech stack adaptable for fund management, Separately Managed Accounts (SMAs), and treasury management
- Pre- and post-trade compliance checks
- Bank-level secure KYC sharing