Asset Management Solutions

Figure offers investors access to regulated, blockchain-native instruments spanning several asset classes. YLDS is an SEC-registered face-amount certificate backed by short-duration Treasuries that accrues daily yield at approximately SOFR minus 35 basis points, maintains a fixed one-dollar NAV, and is audited annually by a Big Four firm—making it a transferable, yield-bearing alternative to money market funds. The OPEN platform lets investors hold blockchain-native registered equity and borrow against those positions through Democratized Prime's on-chain margin facility. Figure Exchange provides self-custody trading via MPC wallets across HASH, BTC, ETH, and tokenized assets, while HELOC-backed lending pools give yield-seekers exposure to real estate credit. Together these products form a regulated multi-asset portfolio layer on Provenance Blockchain.

Dexter provides a non-custodial wallet system designed around passkey authentication, giving users cryptographic control over funds allocated to AI agents without surrendering a private key. Wallet creation requires no email address, seed phrase, or third-party account — a single biometric scan produces a WebAuthn passkey that holds root authority on-chain, with Dexter acting as neither custodian nor co-signer. The Tabs system lets users allocate capital to individual AI agents with capped spending limits enforced by the Dexter Solana program rather than application policy. Multiple agents can run simultaneously from one wallet, each confined to its own tab so one agent's spending cannot bleed into another's allocation or the main balance. Users can revoke any tab instantly with their passkey, retaining full sovereignty over the entire portfolio at all times. As of mid-2026 the underlying facilitator layer had settled over $5.7 million across more than 33.5 million individual transactions, demonstrating live scale for this delegated asset-management model.

buff.trade was a Solana platform that let users tokenize an AI-powered trading strategy as a revenue-backed token. Unlike narrative-driven crypto tokens, buff.trade tokens represented direct ownership stakes in live AI trading agents with a claim on the profits those agents generated. Holders received distributions tied to actual trading returns, aligning token value with fund performance rather than speculation. The platform aimed to build an accountable Internet Capital Market centered on verifiable trading performance rather than hype. The platform operated in three stages: strategy submission, virtual validation via a transparent Survival Dashboard, and on-chain fund management with real capital. Tokens graduated to a Meteora liquidity pool at 85 SOL in bonding curve progress, at which point the AI agent became eligible to manage actual investor capital and distribute revenue to holders. The team won the OKX Solana Accelerate Hackathon and joined the OnePiece Labs x Solana Accelerator before the project was discontinued in June 2026.

BonkX structures its payment card service around active collateral management rather than a simple top-up model. Users deposit cryptocurrency into a self-custody wallet, and that on-chain position serves as collateral securing their Visa Infinite card spending capacity. BonkX acknowledges that "market fluctuations may affect your collateral value," which means card members must monitor their holdings and maintain adequate collateral to sustain spending access — a portfolio management dynamic absent from conventional prepaid card programs. The platform targets Solana-native asset holders who want to put crypto positions to work for everyday fiat spending without liquidating into cash. Rather than selling holdings and moving fiat to a card balance, users retain their on-chain positions and draw spending power against them. This approach treats a crypto portfolio as a live, productive treasury rather than a static store of value — a design that sits naturally within the broader asset management layer of Solana DeFi, even as BonkX's primary interface is a consumer payments product.

Gremory AI offers autonomous DeFi asset management infrastructure, taking over the continuous active management burden that concentrated liquidity LP positions impose on Solana users. Its architecture centers on wallet automation: AI agents are granted direct on-chain execution rights over user LP positions and act without requiring manual approval at each rebalance cycle. This model distinguishes Gremory from advisory-only dashboards, positioning it as an infrastructure layer where agents are genuine actors rather than analysis tools. The platform manages positions across multiple pools simultaneously, serving LPs who hold capital across different asset pairs and fee tiers. For providers who previously faced time-intensive manual management or out-of-range positions bleeding returns, Gremory AI's autonomous approach targets a meaningful gap in Solana DeFi tooling.

Forward Industries manages a Solana treasury of 7.55 million SOL as of June 30, 2026, approximately 1.2% of total circulating supply. The core strategy is growing SOL-per-fully diluted share over time rather than passive accumulation. Forward runs a four-part flywheel: establish holdings at scale, generate cash flow via staking and DeFi, grow the position through capital markets, and leverage access to top Solana protocols and founders. When FWDI shares trade at a premium to NAV, the company issues equity and buys more SOL; when at a discount, it repurchases shares. SOL-per-share grew 36% annualized during fiscal Q3 2026. Forward integrates with Kamino Finance for institutional lending and borrows against fwdSOL collateral below its own staking yield, generating positive carry on a treasury with a reported NAV of $563.8 million.

Hobba's proprietary Sonnar system is a purpose-built on-chain risk management engine that handles continuous position management at block resolution across Solana's DeFi lending ecosystem. Sonnar monitors collateral value, pool liquidity, prevailing interest rates, and real-time loan-to-value ratios for every position, taking automated action by de-leveraging or adjusting protocol routing before collateral approaches liquidation territory. Each position operates in full isolation with no shared vaults and no socialized losses, so one user's risk exposure cannot affect another's. For passive borrowers keeping LTV below 40%, Sonnar requires no user intervention: it routes borrows across Kamino, MarginFi, Juplend, and Perena to minimize effective borrowing cost while simultaneously deploying collateral into yield strategies to generate earnings that repay the loan. Deposits and withdrawals carry no lockup periods and are instant and fee-free. Hobba's smart contracts and protocol integrations have been independently audited by Ackee Blockchain Security, with the full report publicly available, providing a verified security baseline for the automated capital management the protocol performs on users' behalf.

WisdomTree's two blockchain platforms function as on-chain asset management services for retail and institutional investors. WisdomTree Prime is a digital wallet application that lets retail users purchase any of the firm's 13-plus tokenized funds, earn yield from money market positions, and manage holdings on-chain. WisdomTree Connect provides institutional clients the ability to natively mint, transfer, and manage fund positions directly on blockchain networks without a traditional brokerage intermediary. The fund suite spans five asset classes — money market, equity, fixed income, asset allocation, and private credit alternatives — giving on-chain access to the same diversified products available through conventional channels. The government money market fund WTGXX reached approximately $770 million in AUM by year-end 2025. Users can on-ramp USDC or PYUSD directly into managed fund positions, maintaining self-custody throughout the process.

Meridian gave users a conversational interface for managing a portfolio spanning crypto assets and tokenized traditional securities. Users could set up recurring investment strategies, request allocation breakdowns, and receive market context through simple typed or spoken instructions, removing the need for traditional charting tools or brokerage interfaces. The platform supported dollar-cost averaging setups configured entirely through natural language, allowing users to automate periodic purchases without manually scheduling each transaction. Conversational portfolio summaries and proactive insights from the AI agent meant that users stayed informed about their holdings without needing to actively monitor markets.

BIT (formerly Matrixport) positions itself as Asia's largest one-stop crypto financial services platform, managing over $6 billion in client assets and facilitating more than $7 billion in monthly trading volume. Its flagship institutional offering, Cactus Custody, holds Deloitte SOC 2 Type 2 and SOC 1 Type 1 certifications and has maintained a zero-incident security record since inception, serving more than 300 institutional clients with over $3 billion in assets under custody. Wealth management services extend to bespoke structured products, OTC trading, and institutional liquidity and financing, including the September 2024 acquisition of Swiss-regulated Crypto Finance to expand European operations. For institutions requiring DeFi access, Cactus Link enables interaction with on-chain protocols across nearly 30 blockchains — including Solana — with hardware-backed key management, multi-party approval workflows, and address verification, all without exposing private keys.

CoinStats consolidates holdings from more than 300 wallets and centralized exchanges across 120-plus blockchains into a single read-only dashboard. Users supply public wallet addresses or exchange API keys; the platform never holds custody. Integrations with over 10,000 DeFi protocols automatically detect staking rewards, lending positions, and liquidity-pool allocations, with Solana-based protocols supported including Meteora, added in mid-2025. Beyond tracking, a built-in swap interface, fiat on-ramp, and in-app earn feature let users act on their portfolio without leaving the platform. AI agents surface trade suggestions and market signals within the same dashboard. Premium tiers unlock up to one million transactions of history, zero swap fees, and AI-based NFT alerts.

Choise was a MetaFi platform that unified crypto asset management across centralized and decentralized finance under one interface. Built on Crypterium, a crypto banking startup with over 700,000 registered users and roughly 230 million euros in annual turnover, the platform offered a dual-layer architecture: a custodial CeFi account and a non-custodial DeFi wallet called Charism. Choise extended asset management beyond simple custody through structured yield products, including dual-currency interest accounts tied to BTC and ETH where settlement currency depended on spot price at expiry. Crypto-backed loans and price insurance instruments rounded out the suite, allowing users to maintain portfolio exposure while accessing liquidity or locking in downside protection against adverse market moves.

Talisman's unified portfolio view is one of its defining features for asset management: it aggregates token balances, NFTs, and DeFi positions across all connected chains — covering EVM networks, Solana, and 900+ others — into a single dashboard. Users can track their complete on-chain position without switching between network-specific apps or manually reconciling holdings across different wallet interfaces. This makes Talisman particularly useful for active DeFi participants who maintain positions across multiple ecosystems at once. The DeFi Portal at talisman.xyz extends portfolio management into action, offering cross-chain swaps, staking tools, and fiat on/off ramps in one place. Looking ahead, Talisman's announced DeFAI roadmap introduces one-click yield optimization tools in Q4 2025 and an agent marketplace in early 2026, where autonomous AI agents can execute personalized yield strategies across chains — all without the user relinquishing self-custody of their assets.

FxWallet provides unified digital asset management across more than 80 public blockchains and over 35,000 cryptocurrencies through a single mobile interface. Users can view balances, track token prices, and review transaction histories across all supported chains simultaneously, with the option to add custom tokens by contract address on any supported network. The wallet is non-custodial, generating and storing private keys and mnemonic phrases locally on the user's device. It supports multiple wallet profiles using individual seed phrases and is compatible with hardware wallets for users who prefer to sign transactions on a separate physical device. Built-in risk detection flags known unsafe addresses and alerts users to potentially risky transactions before signing, while cross-chain swap functionality includes MEV protection to reduce frontrunning exposure.

Sumex is built around consolidated portfolio visibility for users whose assets span centralized exchanges and self-custody wallets across multiple blockchains. Its Unified Dashboard aggregates real-time data from all connected accounts, presenting a single performance view without requiring assets to leave custody. The Connection Manager links CEX and Web3 wallet connections with read-and-execute access only — no withdrawals, seed phrases, or private keys pass through the platform. The Investment Hub extends portfolio management into active yield optimization, letting users discover staking positions, lending opportunities, liquidity pools, and vault strategies from one interface. APY comparison tools reduce the research burden of evaluating individual DeFi protocols, removing the need to visit each protocol site separately. This makes Sumex a practical control layer for participants managing income strategies across multiple chains from a single interface.

Kubera is a personal wealth-tracking platform that consolidates crypto, DeFi, staking, and traditional financial holdings into a single real-time balance sheet, making it one of the more complete portfolio management tools available to Solana participants. Rather than managing assets on-chain, it aggregates positions from over 20,000 banks and brokerages alongside Solana, Ethereum, and other blockchain wallets so that self-directed investors can see their entire net worth in one place. The platform calculates IRR, tracks allocation breakdowns across asset classes, and offers forward-looking scenario planning through its Fast Forward tool, which models portfolio trajectories given different withdrawal rates, capital events, and market assumptions. For holders of staking rewards, SPL tokens, or DeFi positions who also maintain stocks, retirement accounts, or private equity, Kubera provides the unified dashboard that neither native Solana portfolio trackers nor traditional brokerage platforms can offer independently.

ZebPay's CryptoPacks are curated, diversified portfolios that include Solana alongside Bitcoin, Ethereum, BNB, and other major assets. The portfolios feature automatic rebalancing when market movements shift weights away from targets, removing the need for users to manually readjust allocations. The Bitcoin SIP (Systematic Investment Plan) complements CryptoPacks with a recurring-purchase schedule that dollar-cost averages users into Bitcoin on a set timetable. These tools are designed for retail investors seeking structured crypto exposure without active day-to-day trading. For long-term SOL holders, CryptoPacks offer diversified positioning that includes Solana within a managed basket rather than a standalone position. The auto-rebalancing feature is particularly relevant during volatile periods, ensuring portfolio weights return to targets without manual intervention from the user.

BasedBot extends beyond simple token swaps to offer a suite of automated trading and portfolio management tools across 19 chains from a single shared account and wallet set. Copy trading lets users follow any on-chain wallet address and automatically replicate its buys and sells with configurable allocation limits. Dollar-cost averaging enables recurring purchases at user-defined intervals and amounts, useful for building positions over time without timing individual entries. Stop-loss orders automatically exit positions when they fall below a defined price threshold, while limit orders execute trades when a target price is reached without requiring the user to remain online. Real-time profit and loss tracking, wallet balance monitoring, and trade history are accessible across the Telegram interface and web terminal, providing a unified portfolio view. A built-in bridge allows capital rotation between chains inside the platform, rounding out BasedBot as a self-directed multi-chain asset management tool for active retail traders who want consolidated control over positions across Solana and EVM networks.