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About

Welcome To CoreWealth

CoreWealth is a specialist cryptocurrency asset manager with over $15 billion in client assets. Thousands of financial advisors, family offices, and institutional investors across the globe partner with CoreWealth to understand and access the opportunities in crypto.

Since 2018, we have managed a comprehensive suite of index and active solutions across ETPs, separately managed accounts, private funds, and hedge fund strategies, spanning both the U.S. and European markets. With a track record exceeding seven years, the firm currently serves more than 4,000 private wealth teams, RIAs, family offices, institutional investors, banks, and broker-dealers.

At CoreWealth Asset Management, we operate on a foundational belief: everyone should have the freedom to earn, hold, spend, share, and give their money—no matter who they are or where they come from. Our vision is to increase the freedom of money globally, and we are convinced that spreading this freedom can significantly improve lives around the world.

As a leader in the space, CoreWealth spans an entire ecosystem, operating a premier cryptocurrency investment platform executed by our team of qualified professional traders. Our goal is to provide investors with a reliable source of income while minimizing risk and delivering high-quality service. We streamline and automate the relationship between investors and trustees, working diligently to enhance returns through disciplined, profitable investment decisions.

What is the secret to CoreWealth’s success? The answer is our people. We are proud to have built one of the most talented, hardworking, and passionate teams in the industry, and we look forward to welcoming you into our community.

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Our Team

A world-class team dedicated to expanding access to crypto

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Colette Mccarty

Chief Investment Officer
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Alden Odom

President
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Katherine Hougan

General Counsel, CCO
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Upton Blair

CEO, Board Director

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