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TL;DR
- Bitwise Asset Management and RFG Advisory have launched diversified crypto model portfolios for RFG’s 150-plus advisors and their clients.
- RFG says its advisors manage more than $8 billion, and the new offering gives them a structured way to access digital assets for clients.
- Bitwise’s model portfolio platform, launched earlier this year, includes core and thematic portfolios built around different risk profiles and crypto themes.
- The move pushes crypto further into the advisor toolkit by packaging exposure in a format wealth managers already use across other asset classes.
Bitwise and RFG Advisory are bringing crypto into a format financial advisors already know how to use.
The two firms said they are rolling out diversified crypto model portfolios to RFG’s advisor network. Simply put, this is not about asking advisors to build crypto exposure from scratch. It is about giving them a ready-made framework they can use with clients in a more familiar, managed format.
RFG is giving its advisors a packaged way into crypto
According to the announcement, the rollout will reach RFG’s 150-plus advisors and their clients. RFG said those advisors collectively manage more than $8 billion, and the new model portfolios are meant to give them curated access to digital assets on behalf of clients.
That matters because advisors do not just need crypto products. They need a structure they can explain, monitor, and fit into broader client allocations. Model portfolios do exactly that in traditional wealth management, which is why this launch feels more like infrastructure than marketing. Bitwise said in February that model portfolios have become a bigger tool for advisors, with assets tracking third-party models rising from $400 billion in 2023 to more than $645 billion in 2025.
Bitwise is packaging crypto exposure in a way advisors already recognize
Bitwise launched its Model Portfolio Solutions for Digital Assets in February. The firm said the lineup includes seven models tailored to different investor profiles and risk preferences, with “core” portfolios offering broad exposure to the crypto market and “thematic” portfolios focusing on specific areas such as stablecoins, tokenization, or crypto assets beyond bitcoin.
On its model portfolio page, Bitwise says the portfolios aim to give allocators targeted exposure to digital assets while handing the tactical complexity to a specialist manager. The firm also says the models are monitored and rebalanced systematically, built to diversify exposure across the digital asset ecosystem, and supported with reporting materials meant to simplify due diligence and client reporting.
The pitch is convenience, but also risk control
This is the real sell. Instead of forcing advisors to pick individual crypto funds one by one, Bitwise is offering a packaged sleeve with preset frameworks, rebalancing, and a defined investment approach. That lowers some of the operational mess that has kept many advisory firms cautious around digital assets.
RFG’s own site describes the firm as an SEC-registered investment adviser and pitches its platform around institutional-grade investment solutions for independent advisors. That makes the Bitwise rollout look like a natural extension of RFG’s broader attempt to give advisors more turnkey tools without pushing them to do everything in-house.
This deal says as much about distribution as it does about crypto
For Bitwise, the partnership is also a distribution play. The firm already built the model portfolio product earlier this year; now it is plugging that product into an advisor platform with existing scale. For RFG, the move lets it offer crypto exposure in a format that feels a lot more usable for wealth managers than a loose menu of standalone products.
That makes this more interesting than a standard partnership headline. The firms are not introducing a brand-new asset class here. They are trying to make crypto fit more neatly into the way advisors already build portfolios for clients.
Why it matters
Crypto adoption in wealth management usually stalls when the product is too complex, too fragmented, or too hard to explain in client-friendly terms. Model portfolios do not solve every issue, but they can make crypto easier to slot into an existing advisory workflow. That is the bigger takeaway here.
The next thing to watch is whether more RIA platforms follow the same route. If they do, crypto exposure may keep moving away from one-off product selection and toward packaged portfolio sleeves built for advisors, compliance teams, and client conversations. That would be a meaningful shift in how digital assets show up inside mainstream wealth management.