Mangrove is AI-powered digital asset infrastructure built for the individual advisor. You can self-onboard without firm-wide approval or custody risk, starting with visibility into what your clients already hold.
25%
of U.S. adults now own digital assets, roughly 67 million people
NCA / Harris Poll, 2026
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
$144.6T
in U.S. RIA AUM, most with near-zero digital asset allocation
IAA / SEC, 2025
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.
Legacy platforms require firm-level adoption. One advisor can’t act without triggering firm-wide compliance.
Custodial solutions add fiduciary complexity, SEC reporting, and counterparty risk most firms aren’t built to manage.
Advisors have no pre-built, risk-scored asset framework that maps to existing suitability standards.
Digital asset tools don’t talk to Orion, Tamarac, or Black Diamond, forcing double entry and reconciliation.
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.
Self-onboard as one advisor. Skip procurement and committee review. Start today.
Mangrove never holds client funds. Assets stay in the client’s own wallet. No custody risk is added to you or the firm.
Strategy creation, optimization, and backtesting with circuit breakers and drawdown limits built in.
Risk-scored asset framework, audit trails, reporting dashboards, and a SOC 1 / SOC 2 path.
Start with visibility. Progress at your own pace.
Create your advisor account directly. No firm-wide procurement, no committee approval. One advisor, one login.
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.
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.
Multi-agent strategy creation, optimization, and backtesting.
Circuit breakers, drawdown limits, portfolio heat and concentration alerts.
Aggregated multi-wallet view, attribution, and rebalancing.
Automated audit trails, suitability docs, client-ready reports.
Real-time tax impact, harvesting, and year-end preparation.
Orion, Tamarac, Black Diamond, Redtail, plus custodian APIs.
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.
When institutional custody is needed, execution is routed through Anchorage Digital, a federally chartered qualified custodian.
Tell us about your practice and we’ll show you the platform, the pilot, and what onboarding looks like for your clients.
Mangrove is a technology provider, not a registered investment advisor. All client-facing investment advisory responsibilities, including fiduciary duties, suitability determinations, and disclosures, remain with the advisor. Sources: NCA/Harris Poll 2026; Bitwise/VettaFi 2026; IAA/SEC 2025. © 2026 Mangrove Technologies, Inc.