Solutions for Brokers & Wealth Managers
Give your clients direct exposure to digital assets — without compromising your fiduciary standards.
D1 provides brokers, wealth managers, and family offices with execution, settlement, and reporting infrastructure built for advisors who carry fiduciary responsibility.
Who this is for.
Independent broker-dealers, RIAs, multi-family offices, and private wealth groups whose clients are asking for digital asset exposure but who cannot or will not refer them to a retail crypto exchange. Particularly relevant for advisors operating across LatAm and US wealth corridors.
What we provide.
Segregated client accounts — Direct ownership of digital assets in segregated client accounts, with consolidated reporting your operations team can ingest.
OTC execution — Block-trade execution at institutional pricing, no order book slippage, no retail UX.
Multi-custody — Choice of qualified custody partners, with asset-level segregation and audit-ready reporting.
Advisor-grade reporting — Performance, holdings, and transaction reports formatted for portfolio management systems and client review meetings.
How the relationship works.
You remain the fiduciary. We provide infrastructure designed to fit inside your existing advisory workflow.
Your client signs onboarding documents that name you as advisor and D1 as counterparty — a structure compliance teams at private banks have been comfortable with for decades.