L1 Advisors is an onchain wealth and asset management platform that provides financial advisors with a single dashboard to manage clients' digital asset portfolios across multiple EVM-compatible networks. The platform enables compliance and visibility for managing held-away assets, streamlining billing and reporting while supporting income and yield strategies through Onchain Separately Managed Accounts (SMAs).
Funding
$2.9M 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
Financial advisors lack a unified platform to manage clients' digital asset portfolios across various EVM-compatible networks, hindering compliance, visibility, and the ability to implement income and yield strategies effectively. Many clients hold digital assets outside the advisory relationship, making it difficult for advisors to incorporate these assets into their overall management strategy.
Solution
L1 Advisors provides a comprehensive on-chain wealth and asset management platform designed to give financial advisors a single dashboard view of their clients’ digital asset portfolios. The platform supports multiple EVM-compatible networks, enabling advisors to manage held-away assets while maintaining compliance and visibility. L1 Advisors streamlines billing and reporting processes and facilitates the implementation of income and yield strategies through Onchain Separately Managed Accounts (SMAs). The platform is SOC 2 Type 2 compliant and adheres to high security standards, offering both non-custodial, non-discretionary and discretionary solutions for compliant digital asset advisory services.
Target Audience
The primary target audience includes financial advisors, wealth managers, and Registered Investment Advisors (RIAs) seeking a compliant and efficient platform to manage their clients' digital asset portfolios.
Features
- Single dashboard for managing client portfolios across multiple EVM-compatible networks.
- Support for Onchain Separately Managed Accounts (SMAs) to facilitate income and yield strategies.
- Comprehensive billing and reporting tools for efficient client management.
- Integration with existing back-office solutions for streamlined workflows.
- Visibility and tracking of clients' held-away digital assets.
- Risk management tools to monitor and manage portfolio risk exposure.
- SOC 2 Type 2 compliance ensuring high security standards.
- Non-custodial, non-discretionary and discretionary solutions available.