For family offices and small funds

Your brand.
Our engine.

A white-label, non-custodial, automated crypto portfolio platform. Offer your clients professionally managed crypto under your own name, without building a thing.

Non-custodial by design. Your clients keep their keys.
The platform

Everything a managed crypto offering needs, run for you.

One subscription. The whole stack. You bring the clients and the relationship, we run the portfolios.

ASSETS UNDER MANAGEMENT$8.4M+12.6%

Automated portfolio management

A proven engine across lending, liquidity, delta-neutral yield, and long and short positions.

  • Conservative, Balanced, and Aggressive mandates
  • Auto rebalance, harvest, and compound
  • Per-client dashboards, reporting, and audit trail
portfolios.yourfirm.comAAurelia CapitalYOUR BRAND$8.4M

Your brand, not ours

Fully customizable design. Your logo, your colors, your domain. Clients never see the word Fonte.

  • White-label dashboard and onboarding
  • Custom domain and branded emails
  • Set your own client fees and terms
SMART WALLET PERMISSIONSLend and provide liquidityAllowedRebalance and harvestAllowedWithdraw client fundsBlocked

Non-custodial, always

Each client deploys their own smart wallet. You manage strategies through a scoped, revocable permission. Nobody touches custody.

  • Clients keep their keys and can exit anytime
  • Manage permission can never withdraw funds
  • A cleaner compliance footprint than custody
AuditedBullet-proof smart contractsOpenZeppelinTrail of Bits

Security built in

Independently audited, bullet-proof smart contracts, running only on audited, battle-tested protocols.

  • Audited by OpenZeppelin and Trail of Bits
  • Built on Aave, Morpho, and Aerodrome
  • Scoped permissions, full audit trail
How it works

Go live in four steps.

From your first integration to a managed book of clients, without writing a line of code.

S
1

Integrate

Connect Plaid, Salesforce, and the rest of your stack in a few clicks.

AureliaYOUR BRANDportfolios.yourfirm.com
2

Personalization

Your logo, colors, and domain. Clients only ever see your brand.

A$2.1MB$880KC$5.6M
3

A portfolio per client

Spin up an automated crypto portfolio for each client, matched to their risk profile.

TOTAL AUM$24.6MClients 48YTD +12.6%
4

Monitor & manage

Track and manage every client from one live dashboard.

Book a demo
Integrations

Plug into the rest of your stack.

Fonte connects to the TradFi and fintech tools that family offices and funds already run. Sync accounts, push positions into your portfolio reporting, and keep the books reconciled.

Plaid
Link and sync TradFi bank and brokerage accounts
Salesforce
Sync CRM clients, contacts, and relationships
Stripe
Treasury, payouts, and client billing
Addepar
Push crypto positions into portfolio reporting
Carta
Fund administration and investor records
QuickBooks
Automated reconciliation and accounting
Xero
Sync transactions straight to your books
More via API
Request an integration for your stack

These are real platforms with open APIs. Integration availability depends on your plan and each provider's partner program.

Security

Bullet-proof, by design.

Non-custodial architecture, independently audited contracts, and only audited underlying protocols. Security is the product.

Bullet-proof smart contracts

Independently audited, and built only on protocols that are themselves audited and battle-tested.

Audited by
OpenZeppelin
Trail of Bits
Pricing

A flat subscription, plus a fair performance fee.

Pay a flat platform fee, plus a low high-water mark fee charged only on new profits. What you charge your clients is entirely up to you.

Boutique
Solo advisors and small books
$499/mo
+ 1% high-water mark fee
billed monthly
  • Up to 25 client portfolios
  • White-label dashboard
  • All strategies and mandates
  • Email support
  • Plaid and Salesforce included free
Book a demo
Institutional
Large funds and multi-entity groups
Custom
+ Custom high-water mark
tailored to your scale
  • Unlimited client portfolios
  • Dedicated infrastructure and SLAs
  • Custom strategies and integrations
  • Named account team
  • All integrations included
Talk to us

Integration add-ons

Plaid and Salesforce are included free on every plan. Add the rest as you need them, priced per integration.
PlaidFree, all plans
SalesforceFree, all plans
Stripe$49/mo
Addepar$149/mo
Carta$99/mo
QuickBooks$49/mo
Xero$49/mo

Annual plans are billed yearly and save 20% versus monthly, including integration add-ons. The high-water mark fee applies only to new profits above each client's prior peak, never to AUM. You keep the client relationship and set your own client-facing fees.

See it under your own brand.

Book a 30 minute demo. We will show you the platform, the white-label setup, and how your clients would experience it.

Book a demo
Non-custodial · White-label · Audited