Onchain Wealth Management Platform

Product Overview

L1 Advisors provides the operating system for onchain wealth and asset management, enabling advisors to manage client assets non-custodially while accessing DeFi protocols and automated rebalancing.

Core Features

Account Management

Onchain SMAs: Separately Managed Accounts on blockchain.

Model Portfolios: Preconfigured portfolio strategies.

Non-Custodial: Assets under client control.

Safe Wallets: Smart contract wallet security.

Automation

Rebalancing: Automated portfolio rebalancing.

Execution: Smart contract-powered trades.

24/7 Trading: Round-the-clock liquidity.

DeFi Access: Protocol integrations.

Tax Features

Loss Harvesting: Tax-loss harvesting automation.

Tax-Aware: Optimized for tax efficiency.

Reporting: Portfolio analytics.

Advisory Tools

RIA Infrastructure: Tools for registered advisors.

Client Management: Portfolio oversight.

Discretionary: Managed account capabilities.

Target Users

• Registered Investment Advisors (RIAs)
• Wealth managers entering crypto
• Financial advisors seeking DeFi access
• Individual investors wanting management

Platform Differentiators

Non-Custodial: Client asset control.

DeFi Native: Yield strategy access.

Automated: Smart contract rebalancing.

Tax-Smart: Built-in tax optimization.