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The advent of digital assets has led to the development of new financial products with the ability to profoundly change where and how wealth is invested. Fortunately, Onramp is on a mission to bring together everything financial advisors need to safely invest in an array of digital assets for their clients.

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Eric Ervin, CEO of Onramp Invest, about wealth management in the age of digital assets. 

Shannon and Eric discuss:

  • Why tokenization is a key driver of digital asset adoption
  • The opportunities and challenges advisors face when approaching digital assets
  • What’s happening in the regulatory space when it comes to crypto and digital assets
  • What this all means for the custodial landscape

*Since recording this episode, Onramp Invest has been acquired by Securitize, with a mission to expand alternative asset access for RIAs.

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About Our Guest:

Eric Ervin is the CEO of Onramp Invest. After nearly 20 years at Morgan Stanley in wealth management, in 2011, Eric Ervin founded Reality Shares, a firm known for innovation in Exchange Traded Funds. The firm’s first ETF, DIVY, was the first ETF based entirely on the dividend swap market. He also pioneered DIVCON™, a quantitative method for analyzing and ranking companies according to their dividend health. As the portfolio manager on seven publicly traded funds as well as other private funds, he has demonstrated expertise in alternatives e.g., dividend swaps, long-short equity, and quant-based cryptocurrency strategies. He is passionate about driving innovation in financial markets, he is a member of the CFTC Virtual Currency Subcommittee for the Technology Advisory Council, he is also regularly featured in the Wall Street Journal, New York Times, Barron’s CNBC, Bloomberg, and other media outlets.


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