<p>HeightZero is a technology platform in the RIA world that enables institutional investment firms and independent RIAs to efficiently add market-leading digital assets (Bitcoin, Ethereum) to their clients’ portfolios. HeightZero is the first provider of its kind to build a complete digital asset trading and reporting solution that specifically targets the RIA demographic. HeightZero has coined the term “Turnkey Digital Asset Management Platform”, or “TDAMP”, to label their product. The HeightZero TDAMP provides a security-forward suite of features that aim to simplify the inherently complex practice of investing in cryptocurrencies on behalf of a client, while also providing peace of mind for both advisors and their clients. HeightZero’s development of a one-stop-shop for financial advisors to access digital asset exposure is an important addition to the ever-growing list of RIA service providers.</p>

<p>HeightZero handles portfolio rebalancing, statement generation, tax loss harvesting and automated billing for crypto clients. The firm used BitGo custody for some time before becoming joining the larger firm.</p>

HeightZero

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