This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Eaglebrook

Profile

Eaglebrook is an investment platform providing RIAs with direct access to bitcoin and digital assets through tax-optimized separately managed accounts (SMAs) and third-party manager strategies, all held at an institutional qualified custodian. Eaglebrook is utilized by 95 RIA partners who choose the platform for the ability to bring held-away crypto from self-directed accounts into their practice, automated tax-loss harvesting, and estate planning.

We're bringing you

  • Digital Assets: How RIAs Are Implementing Client Solutions in 2026

    1:00pm