Advisors, operators, and engineers, drawn from institutional finance and built for clients whose wealth lives on both sides of the ledger.
DAG is built around a single client team, not a referral network. The portfolio manager, the private client coordinator, and the family-office operator sit in the same rooms and read the same client file.
Our team comes from institutional finance, accounting, and digital-asset operations, with a working fluency in crypto at the technical and operational level.
The principals and senior leaders responsible for advice, structure, investments, and operations.
Chairman of the Board & Principal
CEO
CBDO & Principal
COO
CCO
CTO
Chief of Product and Strategy
CIO
Head of Financial Planning
Head of Estate Planning
Head of Enterprise
Director of Fund Operations
Head of Operations - Family Office & Planning
Head of Operations - Investment Advisory
Head of HR
Director of Revenue
“Hire the people who can hold the whole picture in their head. Then put them on the same team.”
— Jake Claver, Chairman
Hover any advisor for a short bio.
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Investment Advisor
Head of Financial Planning
A thirty-minute consultation covers what is already in place, what is missing, and which side of DAG fits.
Speak directly with our team.
A short conversation is the best way to understand whether we're a fit. Share a little about your situation and a senior advisor will respond personally.