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Crypto for FIA & PMA

CryptoSimple provides Financial Investment Advisors (FIAs) and Wealth Management Advisors (PMAs) with the tools they need to easily deliver diversified portfolios of Crypto-assets and DeFi protocols to their clients.

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Autopilot

Our advisors manage the arbitrage of digital assets, rebalancing, as well as the yield generated by DeFi protocols for you.

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A simplified customer experience

Invite and manage your client accounts and transfer assets to the CryptoSimple platform for Advisor in a snap with our streamlined, digital process.

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Lean on our team

We're here to help you grow - Our customer service team partners with you to scale your practice without the need to hire internally.

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DeFi returns

The DeFi (decentralized finance) protocols in place earn high interest on your clients' assets 24/7.

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360° variety

Real estate, precious materials, stocks and now crypto-assets. Diversify your customer portfolios with the currency of tomorrow.

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Fees

You have the possibility of setting up your own commissions and costs on outstanding customers, to which is added our incompressible rate.

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The secure custody solution for your customers' crypto-assets

CryptoSimple offers solutions for institutional investors, companies and family offices who wish to benefit from the highest levels of security for the custody of their digital assets.

Regulated by the French financial authorities 🇫🇷

Our services comply with all existing European regulations, licenses and standards. CryptoSimple continually updates its operations to reflect new legislative regulations.

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The only transparent crypto-asset solution for advisors by advisors.

CryptoSimple is the first transparent crypto-asset platform fully integrated into the advisor's workflow.

Track your customers and commissions in real time.

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Seamless customer onboarding

A fully digital experience for clients and advisors. The onboarding experience meets KYC and AML requirements, provides quick and easy onboarding for your customers, and integrated with your existing workflow.

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Portfolio adapted and managed by our specialists

The CryptoSimple team supports arbitrage of crypto-assets and DeFi protocols, automated rebalancing as well as asset custody.

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Custody, our priority

Integrated with several independent custodians qualified as crypto-assets with secure storage and custody like Bitpanda Custody and Fireblocks.

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A transparent solution

Notre approche éducative vise à rendre la crypto-monnaie plus transparente - Nous voulons que vous compreniez dans quoi nous investissons et pourquoi nous y investissons.

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Model, plan, charge and assess risks on crypto-assets

Complete management functionalities in the workflow of financial advisors.

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Académie CryptoSimple

A growing library of articles, whitepapers, videos, and other resources to educate financial advisors and their clients about cryptoassets.

Featured in

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Don’t just take our word for it.
See what others say.

Schedule a demo

Are you a financial advisor who would like to learn how to integrate crypto-assets into your practice?

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Get 2 months for free when joining! 🎉

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It’s that simple.

Questions & Answers

Can’t find the answer here? Explore our help center.

CryptoSimple is a cryptocurrency investing portfolio tool that allows you to invest in cryptocurrencies based on your financial goals and risk tolerance. Our crypto experts will look after your portfolio and help you achieve your goals. Many consumers are unsure where to start their crypto investing adventure, and CryptoSimple takes care of the headaches that come with it, such as setting up a wallet and researching which cryptos to buy.

After installing the CryptoSimple app, just sign up and complete a quick questionnaire to assess your existing understanding of cryptocurrencies and choose your investment goals (for example, if you're saving for retirement or a down payment on a home). Based on your investor profile, our roboadvisor then proposes a diversified portfolio in the decentralised finance (DeFi) market for you.

Yes, CryptoSimple is registered as a Digital Asset Service Provider (DASP) by the French Financial Markets Authority (AMF) which allows us to operate across the European Union.

CryptoSimple is available to all residents of the European Union. We will also begin working with the FCA in the United Kingdom and the SEC in the United States. In the meantime, you can register on our website and we will notify you as soon as the application is available in your country.