COPY. TRADE. GROW.

The strategy infrastructure institutions need. Built to scale.

Build, test, execute, and oversee automated strategies with enterprise-grade infrastructure, controls, and reporting.

✓ Your assets stay where they are. Mangrove never takes custody.

The AI Trading Strategy Assistant in the Mangrove app

94%

of advisors fielded a client digital asset question in 2025

Bitwise / VettaFi, 2026

42%

of RIAs now allocate to digital assets in client accounts

Bitwise / VettaFi, 2026

199

public companies now hold bitcoin on their balance sheets

BitcoinTreasuries, June 2026

400+

crypto hedge funds worldwide, about 39% of them managing under $10M

Crypto Fund Research, March 2026

WHO WE SERVE

One engine. Two ways in.

Advisors come to Mangrove for visibility into assets they cannot see. Funds and corporate treasuries come for research and deployment on capital they already control.

ADVISORS & WEALTH MANAGERS

See the digital assets your clients already hold.

Read-only visibility, risk scoring, reporting, and compliance on held-away assets, with no new custody risk for you or your firm.

FUNDS & CORPORATE TREASURIES

Put the capital you control to work.

Research at scale and risk-controlled deployment, under your own custody, from the same strategy engine and audit trail.

FOR ADVISORS & WEALTH MANAGERS

Why most advisors still can’t act.

Client demand is ahead of firm-level infrastructure. The traditional path to offering digital assets requires compliance approval across the entire firm, a custodian integration, and months of legal review before a single advisor can move.

01

Top-down approval

Legacy platforms require firm-level adoption. One advisor can’t act without triggering firm-wide compliance.

02

Custody risk

Custodial solutions add fiduciary complexity, SEC reporting, and counterparty risk most firms aren’t built to manage.

03

No risk framework

Advisors have no pre-built, risk-scored asset framework that maps to existing suitability standards.

04

Integration gap

Digital asset tools don’t talk to Orion, Tamarac, or Black Diamond, forcing double entry and reconciliation.

Built for the individual advisor.

Mangrove lets a single advisor offer digital asset visibility and management without waiting for firm-wide sign-off. 74% of client-held digital assets sit outside the advisory relationship today, invisible and unbillable. Mangrove makes them visible.

Bottom-Up Adoption

Self-onboard as one advisor. Skip procurement and committee review. Start today.

Self-Custody Visibility

Mangrove never holds client funds. Assets stay in the client’s own wallet. No custody risk is added to you or the firm.

AI Strategy Engine

Strategy creation, optimization, and backtesting with circuit breakers and drawdown limits built in.

Compliance-Ready

Risk-scored asset framework, audit trails, reporting dashboards, and a SOC 1 / SOC 2 path.

From sign-up to seeing client assets in three steps.

Start with visibility. Progress at your own pace.

01

Sign up

Create your advisor account directly. No firm-wide procurement, no committee approval. One advisor, one login.

02

Connect

Link client wallets and exchange accounts in read-only visibility mode. Mangrove never holds keys or funds. Zero new custody risk to you or your firm.

03

See everything

Each client’s digital assets across wallets and exchanges, in one aggregated risk-scored dashboard. Report-ready and alongside the PMS tools you already use.

Everything you need once you’re ready to manage.

AI Strategy Engine

Multi-agent strategy creation, optimization, and backtesting.

Risk Controls

Circuit breakers, drawdown limits, portfolio heat and concentration alerts.

Portfolio Management

Aggregated multi-wallet view, attribution, and rebalancing.

Reporting & Compliance

Automated audit trails, suitability docs, client-ready reports.

Tax Intelligence

Real-time tax impact, harvesting, and year-end preparation.

Works With Your Stack

Orion, Tamarac, Black Diamond, Redtail, plus custodian APIs.

FOR FUNDS & CORPORATE TREASURIES

Research at scale, on capital you already control.

Funds and corporate treasuries already hold the capital. What they cannot staff is the research desk, or a way to put strategies to work without moving custody.

01

Hedge funds: quant works, almost nobody can staff it

Systematic strategies were the top-performing crypto fund category in 2025, yet about 39% of crypto hedge funds manage under $10M. That is too small to hire quant researchers, data engineers, and execution engineers, and a year or more before a first live strategy.

02

Corporate treasuries: the balance sheet has to earn

About 40% of the top 100 public bitcoin holders trade below the value of their holdings, so issuing shares to buy more no longer works. The assets already held need a risk-controlled way to generate yield, without handing the coins to a third party.

Research throughput, then deployment.

One strategy engine, one risk and policy layer, one audit trail. The strategies built for you are yours.

Research at scale

Around 50,000 candidate strategies a day across 60+ assets, scored before they are backtested.

Signal in the noise

Generate wide, then filter hard on drawdown, Sharpe, tradability, and out-of-sample stability.

A risk envelope, not a black box

Circuit breakers, drawdown and loss limits, portfolio heat monitoring, and an audit trail you can export for LPs, auditors, and the board.

Your capital, your custody

Mangrove never holds assets or keys. Strategies route to your own wallets and exchange accounts, or to qualified custody with Anchorage Digital.

Sixty days to live.

No capital at risk until stage three.

01

Research access

Week 1. Engine and dataset access on your thesis, your universe, and your constraints.

02

Build and paper trade

Weeks 2 to 8. Strategies specified with your investment and operations teams, then run on simulated capital.

03

Staged ramp

Day 60. Live capital in tranches, in your custody and on your venues, inside the agreed risk envelope.

04

Scale allocation

Ongoing. Allocation grows from there, with monthly service reviews.

Start with a pilot.

Full platform access, dedicated onboarding, and a written transition plan within 30 days. The pilot fee is fully recoverable if we miss our delivery commitments.

  • Full platform and AI engine access
  • Up to 5 user seats
  • Dedicated white-glove onboarding for you and your clients
  • Written transition plan and onboarding playbook in 30 days
  • No platform or AUM fees during the pilot
  • Pilot fee credited toward your first invoice if you continue

When institutional custody is needed, execution is routed through Anchorage Digital, a federally chartered qualified custodian.

Let’s talk.

Tell us about your firm and we’ll show you the platform, the pilot, and what onboarding looks like for your team.