Digital Wealth Partners

About Digital Wealth Partners

Digital Wealth Partners is a crypto wealth management and digital asset advisory firm focused on redefining wealth management for the digital age. They provide tailored investment strategies and expertise in digital assets for family offices, high-net-worth individuals (HNWIs), and registered investment advisors (RIAs), aiming to deliver high-performance solutions and secure management of cryptocurrency and blockchain assets.

Products & Services

Digital Asset Management:Active management and secure custody of cryptocurrency and blockchain asset portfolios.

Curated Investment Opportunities:Access to exclusive, vetted investment opportunities curated by their network.

Customized Investment Solutions:Strategies tailored to align with clients' risk profiles and investment goals.

Digital Asset Custody:Secure custody services for digital assets.

Expert Advisory:Guidance and education on the complex world of digital assets from credentialed experts.

Specialties

Digital Assets Cryptocurrency Blockchain-Based Assets Alternative Investments Wealth Management

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Called Capital T: - FT: Called Capital	A: 200000000 MR: - FA: $200 million FAN: 200000000	D: 2025-08-08 FD: 2025-08-08	-

Called Capital Latest

2025-08-08

$200.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

M

Max Kahn

Chief Executive Officer

LinkedIn (Pro only)

M

Matthew Snider

Chief Investment Officer

LinkedIn (Pro only)

C

Connor McLaughlin

Wealth Advisor

LinkedIn (Pro only)

F

Fred Weisbrod

Wealth Advisor

T

Tom Teal

Head of Financial Planning

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