Why the Advisor Crypto Technology Gap Is Closing

“Cryptocurrencies as an industry and asset class began with people going individually into tokens, but now there’s an asset management and advisor infrastructure being built,” said Henry Yoshida, co-founder and CEO of Rocket Dollar, which provides self-directed retirement accounts to individuals who want to use their retirement savings to invest in any alternative asset, including crypto. Yoshida is a former Merrill Lynch advisor who went on to found MY Group LLC, a retirement advisory firm with $2.6 billion in assets under management and then robo-advisor Honest Dollar, which was acquired by Goldman Sachs.

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