Bridging Traditional
Finance & Digital
We help financial professionals navigate the convergence of traditional investment principles and emerging digital asset opportunities.
What we do.
Digital Asset Enablement Program
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 Program
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
Investment Advisory
Coming Soon
Institutional-grade digital asset portfolio management for qualified investors. Applying time-tested value investing principles to the emerging Bitcoin DeFi ecosystem.
- Bitcoin-Focused Strategy
- Risk-Managed Approach
- Transparent Reporting
- Aligned Incentives
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: Applying 60 Years of Sage Advice to Cryptocurrency, NFTs, Blockchains and More."
Newsletter BitFinance serves 19,000+ subscribers applying traditional investment principles to cryptocurrency markets.