Tilvest provides a digital asset management platform tailored for wealth management advisors, enabling them to offer over 250 cryptocurrencies to their clients through customizable investment mandates. The platform simplifies the management of digital assets by integrating with existing financial tools, ensuring secure and efficient tracking of client portfolios.
Funding
$490K 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 advisors face challenges in efficiently managing and offering digital assets, particularly cryptocurrencies, to their clients due to the complexities and security concerns associated with this asset class. Integrating crypto assets into traditional wealth management platforms and ensuring compliance with evolving regulations adds further complexity.
Solution
Tilvest provides a digital asset management platform designed for wealth management advisors, enabling them to seamlessly integrate and manage over 250 cryptocurrencies within their client portfolios. The platform offers customizable investment mandates, allowing advisors to tailor crypto offerings to individual client needs and risk profiles. By integrating with existing financial tools and providing secure tracking of client portfolios, Tilvest simplifies the complexities of digital asset management. The platform also facilitates easy subscription, monitoring, and rebalancing of crypto assets, while ensuring regulatory compliance and secure asset segregation through various custody solutions, including hot and cold wallets.
Target Audience
The primary target audience includes wealth management advisors (CGP and CIFs) and financial institutions seeking to offer and manage digital assets for their clients in a secure and compliant manner.
Features
- Access to over 250 cryptocurrencies through a single platform
- Customizable investment mandates to align with client-specific investment goals
- Integration with existing financial tools for streamlined portfolio management
- Secure tracking of client portfolios with real-time position monitoring
- Automated rebalancing tools to maintain optimal asset allocation
- Support for multiple custody solutions, including hot and cold wallets, with segregated accounts
- Streamlined subscription process via a user-friendly digital interface
- API accessibility for integration with external systems
- White-labeling options to maintain brand consistency for advisors
- Group management mode for simplified tracking of member activity and retrocessions