Investment Excellence Awards 2025

Most Pioneering Digital Asset Wealth Management Firm 2025 – Texas Based in Dallas, Texas, Digital Wealth Partners (DWP) is a leading registered investment advisor (RIA) specialising in digital assets and alternative investments alike. With a client base that spans family offices, high-net-worth individuals, and other RIAs, DWP uses a hedge fund-type model and fee structure – combined with its knowledge across digital assets such as cryptocurrency and blockchain – to deliver tailored and sophisticated high-return investment strategies. Founder Jake Claver caught up with us for more on the back of the firm’s recognition in this programme. When Jake Claver established Digital Wealth Partners in 2023, he did so to provide an RIA firm that was focused on digitalfriendly assets and which could also serve as a forward-thinking partner to those immersed in the ever-changing world of cryptocurrency and blockchain-related assets. Serving as the ‘gateway to digital investments’ for its clients, the firm leverages the skills of a knowledgeable team to deliver comprehensive, cutting-edge solutions across the diverse field of investment management. DWP’s uniquity is perhaps best seen across its offerings concerning digital asset custody, which is something that plays a huge role in this space today. Given that the total value of the market exceeds more than $1 trillion, and with an increasing amount of financial institutions entering into it, having secure custody solutions sees investor confidence and wider adoption both achieved. The services DWP offers in this environment revolve around securely storing cryptographic keys, which establish ownership and enable digital asset transactions. Exploring this further, secure digital asset custody through DWP begins with a strong security framework, thanks to the technology implemented by the firm spanning multiple layers of protection whilst also maintaining efficiency across transaction processing. All assets then receive protection against internal risks and external threats alike. Other benefits include balance access, regulation-aligned practice, and adaptable technology, stemming from the wealth of industry experience that DWP boasts here. Alongside these services in digital asset custody, DWP also elevates portfolio performance through strategic digital asset management, unlocks the potential of exclusive investments with its alternative investment opportunities, tailors success with bespoke investment strategies thanks to its provision of custom investment solutions, and also empowers investors using a unique blend of expert advisory and education services. “We’ve pioneered unique strategies for digital asset custody, insurance, margin, and leverage options, and also operate a hedge fund which many clients participate in.” Commenting on the thought process behind this selection of solutions, Jake told us: “We see ourselves as a people-first business and entered the space out of necessity to fill a gap that existed. Traditional wealth management service providers still cannot handle the majority of services that people need for their digital asset wealth management.” Thus, he continued: “We’ve built our firm from the ground up to be the most forward-thinking digital practice in the country when it comes to crypto custody and digital asset investments.” Its success in doing so has been compounded over the past few months in particular, during which the firm has experienced exponential growth. It is today worth more than $700 million and is excited to keep this momentum going as we move through the latter stages of 2025 and beyond. As for how exactly DWP will be doing this, Jake explained: “We are continuing to expand services to support more digital asset types for custody and management and have recently integrated traditional finance portfolio options for clients as well.” As it continues down this path, supporting more clients and providing greater benefits in the process, DWP’s mission of redefining wealth management in the digital age is today being achieved more rigorously than ever. The unparalleled expertise it boasts when it comes to everything from crypto wealth management (including Bitcoin and XRP) to digital assets is underpinned by an ability to deliver bespoke, high-performance investment solutions to a vast client base. Its distinction is reflected through numerous glowing testimonials. This includes a recent review left by one of its current clients, who said: “DWP staff, advisors, and administrators are hands down the best. Anytime I have had an issue or a concern, they respond to me within minutes. I have been working with them for close to a year now and my experience has been amazing; they are the most knowledgeable people I know in the space. I recommend them to all my family and friends.” With feedback like this defining its processes, it is no surprise that we have chosen to recognise Digital Wealth Partners as the Most Pioneering Digital Asset Wealth Management Firm 2025 – Texas. More on the firm can be found using the link below. Contact: Jake Claver Company: Digital Wealth Partners Web Address: https://www. digitalwealthpartners.net

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