Onramp Invest provides a turnkey, fully integrated digital-asset platform that enables financial professionals to onboard clients, open discretionary accounts across multiple custodians, invest in and track a wide variety of digital assets, and access model portfolios via the Onramp Model Marketplace. The platform includes integrated dashboards, broad integrations with commonly used tools, and an educational library, Onramp Academy, which will be made free to all financial professionals. Onramp emphasizes rapid client onboarding (under five minutes) and plans to add the ability to build and share custom models and offer separately managed accounts. The company intends to use the new funding to accelerate product innovation and expand marketing and communications to financial professionals. Leadership says the product roadmap has been informed by input from the financial services community to ensure compliance and compatibility with regulated institutions. Onramp Invest is a San Diego–based integration platform as a service (iPaaS) that provides RIAs with education, access, and tools to offer cryptoassets to clients. The platform enables advisers to view held-away cryptoassets via links to 10 sources, onboard clients quickly through integrations with Gemini and Prime Trust, and buy bitcoin and ETH on behalf of clients. Onramp offers educational resources through Onramp Academy, providing client-ready materials and deep-dive research for adviser continuing education. Since launching its platform at the end of May, the company has focused on expanding adviser-facing services and integrating into existing adviser workflows and billing models. Onramp celebrated its first year in business on August 3 and recently raised $6M in seed fundraising to support growth. It has also made senior appointments and promotions as it scales, including a Chief Innovation Officer and internal leadership advances.

Total raised

$13M

Funding rounds

2

Latest round

Series A

Latest activity

Jul 2022