MeetAmi Innovations provides a digital asset platform that enables wealth management firms to buy, sell, and hold digital assets while ensuring compliance with regulatory standards. The company addresses the challenge of wealth managers needing to adapt to clients' growing interest in digital assets by offering a suite of educational resources and consulting services to facilitate the establishment of a digital asset practice.
Funding
$29M 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
Wealth management firms face challenges in adapting to the increasing client demand for digital asset investments due to the complexities of regulatory compliance, security concerns, and the need for specialized knowledge. Many advisors lack the tools and expertise to confidently offer digital asset services, potentially losing clients to platforms that do.
Solution
MeetAmi Innovations provides a digital asset platform designed to enable wealth management advisors to offer digital asset investment services to their clients while adhering to regulatory standards. The platform offers a suite of tools, including a learning platform (AmiLearn) that provides educational resources on the digital asset ecosystem, and a wealth management platform (AmiPro) that facilitates the buying, selling, and holding of digital assets. MeetAmi's solutions aim to bridge the gap between traditional finance and the digital asset space, providing advisors with the resources they need to confidently navigate this evolving landscape. The platform also offers consulting services to assist firms in designing and implementing a digital asset practice.
Target Audience
The primary target audience includes wealth management advisors, financial professionals, and wealth management firms seeking to offer digital asset investment services to their clients.
Features
- AmiPro: A wealth management platform for buying, selling, and holding digital assets on behalf of clients.
- AmiLearn: A subscription-based learning platform with content modules, a glossary, and expert access for continuous education on digital assets.
- Consulting services: Guidance for firms in designing and implementing a digital asset practice.
- Access to a diverse mix of investment opportunities, including managed funds and tokenized assets.
- Integration with custody and liquidity providers.
- Tools for regulatory compliance and security protocols.