Bevel Financial positions itself as a premier wealth manager for the digital economy, aiming to simplify cryptocurrency and digital asset investing for individuals and institutions. The company provides a full-service platform that includes personalized investment strategies, diversified portfolios, active management, tax-loss harvesting, and access to institutional-grade custody. Founded with the mission to offer the same level of sophisticated wealth management found in traditional finance to the digital asset space, Bevel is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Adviser.

Founded in

United States