Digital Ascension Group: A Blueprint for the "Crypto Curious" Investor

With the rise of interest in digital assets entering mainstream markets, a lot of investors still find themselves on the fence, torn between being intrigued and not entirely convinced. Digital Ascension Group, a forward-thinking multifamily office specializing in fintech and digital assets, is making things a bit more straightforward for those ready to explore this area. They're helping clients step into the crypto world without all the usual uncertainty and risk people tend to expect.

Started by Jake Claver and his team, Digital Ascension Group has built a specific corner of the market by offering advisory services to ultra-high-net-worth individuals and other family offices. More recently, they launched a subsidiary called Digital Wealth Partners (DWP), and in just under a year, it's already working with over 1,500 clients and managing more than $500 million in assets. Most of these clients hold between $500,000 and $5 million in digital assets, assets they believe still have plenty of upside left. DWP's client base stretches from early crypto adopters with millions in holdings to those just getting started and looking for expert support. What sets the firm apart is how it brings together the structure and regulatory standards of traditional wealth services with more flexible strategies that cater to the digital asset space.

"Our main focus is on utility-based digital assets, ones we see as having the potential to outperform Bitcoin and other alternative investments in terms of returns," says Max Avery, Board Member and Chief Business Development Officer of Parent Entity Digital Ascension Group. "DWP's position in the market has sparked a lot of interest, and we're continuing to bring on a steady stream of new clients who, in our view, are just getting started in what could be a strong growth period over the next year."

This confidence comes from a deep, firsthand grasp of how the crypto market really works, both the upside and the risks that come with it. Digital Wealth Partners is stepping in to fill a gap where many traditional firms fall short: most legacy wealth managers just aren't equipped to support clients properly with significant crypto holdings. DWP fills that gap by offering a wide range of services, from estate planning and tax strategies to CPA-level accounting and broader wealth management, built specifically for investors with digital asset portfolios.

Clients also get access to creative financial tools that help them tap into liquidity without needing to sell off their crypto. "A lot of people holding Bitcoin or XRP don't have built-in ways to earn yield, unlike those with staked Ethereum," Jake explains. "So, we've built custom options that let clients borrow against their holdings. That capital is then put into market-neutral strategies for the opportunity of generating returns without counterparty risk, bankruptcy remote, in segregated accounts and held in institutional custody with full insurance."

The firm's strict approach to risk is, in a way, a direct response to the fallout from major crypto industry failures like FTX and Celsius, events that, frankly, rattled a lot of investors. Digital Ascension Group has built its strategy to help avoid those kinds of pitfalls, while still giving clients a way to take advantage of how fast the digital asset space is evolving.

On top of everything else it offers, Digital Ascension Group is also putting serious effort into building tech tools with an eye on where private investing is headed. One of their latest projects is Syndicately, an all-in-one platform built to handle fund administration for special purpose vehicles, or SPVs. It's set up to make syndication deals easier across the board, whether that's in private equity, real estate, the film industry, or assets like aircraft and racehorses.

"Our goal with Syndicately is to build the backend tech that powers tokenized private investments," Max stated. "We're aiming for it to connect easily with partners who are in a position to help grow this space over the next three to five years." He adds that this direction fits closely with the bigger shift toward tokenization, a trend that, in his view, is on track to change how people around the world hold, move, and make use of different types of assets.

Despite the excitement around crypto, many potential investors remain "crypto curious," watching the space evolve with cautious interest. Digital Ascension Group aims to convert curiosity into confidence by offering a regulated, compliant, and transparent gateway to the crypto asset class.

"There are people who have seen the problems in crypto and stayed out," Jake notes. "But as Bitcoin has gained large mainstream momentum and with the rise of ETFs, pension funds, and corporate adoption, these 'crypto curious' investors begin to realize there is an opportunity worth exploring."

This demographic, typically aged 45 to 80, is surprisingly engaged, despite misconceptions that crypto investing skews younger. "They're looking for wealth managers who understand the space and can manage their entire portfolio," Max adds. "It's not just about speculation; it's about strategic allocation to utility-based assets that integrate with the future of finance."

Regulatory clarity remains a top priority. Digital Ascension Group is actively involved with organizations like The Digital Chamber, a national policy leader, and contributing to SEC discussions and helping shape emerging regulations around digital assets and tokenized securities.

"We're trying to be at the forefront of regulation, working with the SEC in good faith," Jake explains. "This sets us apart from many in crypto who oppose regulation. Our goal is to do our part in legitimizing the asset class and make it accessible under a framework that protects investors."

The firm's visibility across social media and its presence in major interviews have played a big part in building trust, especially with investors who've been wary of the crypto space. Features on outlets like FintechTV, Bloomberg, Investopedia, and Motley Fool have helped solidify its reputation.

As Digital Ascension Group keeps expanding, it's starting to look like a working model for other organizations to meet the needs of crypto-focused clients in a smarter, safer way. For investors who are curious but cautious, the mix of structure, forward-thinking tools, and security is aligned with what institutions expect, all while making that bridge between traditional finance and the fast-moving crypto asset class.