Your Fractional Chief Digital Investment Officer (CDIO)
Your CFO knows how to manage cash. But digital assets—Bitcoin, stablecoins, and tokenized treasuries—require a different operating system. Protocol Wealth acts as the specialized sub-advisor to your finance team, bridging the gap between traditional corporate treasury and the onchain economy.
Digital assets on your balance sheet create unique challenges
CFOs lack onchain visibility
Traditional accounting systems can't track wallet positions or DeFi yields in real-time.
Audit complexity
Auditors struggle to verify ownership and understand transaction flows.
Governance gaps
Boards need clear policies for custody, signing authority, and risk limits.
GAAP-ready reporting & audit support
We translate transaction hashes into GAAP-friendly reports and work directly with your auditors.
Real-time dashboarding
Custom views for your CFO to see fiat and crypto positions side-by-side, marking-to-market in real time.
Policy & governance design
Investment Policy Statements, key ceremonies, and multi-sig governance frameworks.
End-to-end support for corporate digital asset management
Companies and institutions navigating digital assets on their balance sheet
Flexible arrangements designed for your organization's needs
Ongoing advisory relationship with monthly deliverables and unlimited consultations.
Commencing at $1,000/month
6-month initial commitment
Defined scope engagement for specific deliverables (e.g., IPS development, custody RFP).
Scoped per engagement
$5,000 – $50,000 depending on complexity