The Institutional Playbook
for Digital Assets
We help financial professionals navigate the convergence of traditional investment principles and emerging digital asset opportunities.
What We Do
Digital Asset Enablement
For RIAs & Wealth Managers
Navigate the institutional era of crypto with confidence. We help traditional financial advisors integrate digital assets into their practice — from custody solutions to client education frameworks.
- Custody & Security Architecture
- Regulatory Compliance Roadmap
- Client Education Materials
- Portfolio Integration Strategy
AI Enablement
For Financial Services Firms
Don't let your competitors outpace you. We implement practical AI solutions that enhance client engagement, streamline operations, and protect your AUM from tech-forward disruptors.
- AI Readiness Assessment
- Tool Selection & Implementation
- Team Training Workshops
- Workflow Automation Design
Alt Investment Fund Operations
For Emerging Fund Managers
Launch your private fund the right way. From Reg D formation to back-office infrastructure, we provide the operational expertise that institutional allocators expect.
- Fund Structure Design
- Service Provider Selection
- Compliance Framework
- Investor Onboarding Systems
Matthew Snider
- President & Co-Founder, Block 3 Strategy Group
- Former Chief Investment Officer at SEC-registered RIA with $650M+ in digital AUM
- Launched four hedge funds raising $300M; generated $5M+ in total annual revenue
- Managed $65M book of business generating $1M+ annual fees
- Originated $30M+ in crypto-backed loans; scaled onboarding for 1,100+ HNW clients
- 10+ years in fintech and crypto; former Big 4 (KPMG) in treasury integrations
- Strategic consulting clients: Nike, PayPal, HSBC, MUFG
- Loyola Marymount University (MBA; Finance)
- Boston University (BA; Economics)
- FINRA Series 65 (Investment Advisor Representative)
- Author, Warren Buffett in a Web3 World
- Newsletter, BitFinance, serves 19,000+ subscribers