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SEPTEMBER 23, 2025

DAG Wealth Expands into Traditional Finance, Becoming Full-Spectrum Wealth Management Provider

Business advisors discussing client strategy

DAG Wealth has announced its expansion into traditional finance through a strategic partnership with Altruist as its custodian. This milestone marks the company’s evolution from a digital asset specialist to a comprehensive financial services provider offering both traditional and digital wealth management solutions.

The integration with Altruist enables DAG Wealth to deliver a unified wealth management experience, allowing clients to view and manage both traditional securities and digital assets through a single platform. This expansion represents a significant step toward the company’s vision of bridging the gap between conventional wealth management and the digital financial future.

DAG Wealth maintains secure custody for Bitcoin (BTC), Ethereum (ETH), XRP, Stellar Lumens (XLM), Quant (QNT), Avalanche (AVAX, and other digital currencies through its partner network. DAG Wealth’s network provides the institutional digital asset custody infrastructure to meet the security standards these assets require.

“Our mission has always been to bridge the gap between traditional wealth management and the digital future,” said Max Kahn, CEO at DAG Wealth. “With this expansion through our partnership with Altruist, that vision is becoming reality as we continue to build our offerings for modern wealth management.”

High-net-worth clients increasingly want exposure to both asset classes. The challenge has been finding advisors who can support the growing crypto asset class alongside traditional portfolio management.

While most wealth management firms are still limited to offering crypto access through ETFs, DAG Wealth provides direct exposure to digital assets and can now maintain traditional investment options.

DAG Wealth believes that integrated portfolio management is the future of wealth advisory services. For investors tired of fragmented portfolios across multiple platforms, this represents the kind of unified solution the industry has needed. This partnership lets DAG Wealth meet the changing needs of investors seeking strategies for both traditional and digital assets.

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Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through DAG Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.