The Digital Shift is Happening.

About us

We are living through a time of rapid technological change, economic policy, and access to capital.

Our community is here to build the tools and resources necessary to navigate the economy and continue delivering fiduciary solutions to our clients.


We are proud to partner with the best names in digital assets to create solutions for financial advisors

Nexus Mutual

Defi Toolkit
Nexus Mutual granted PlannerDAO 1,000 NXM tokens for compliance research


CDAA Membership
Unlock provides unlimited support for our membership NFT and Crossroads tickets


Superfluid powers our membership dues and customizes our CDAA checkout


Education Provider
Interaxis built the flagship CDAA education course with over 500 successful graduates

Get in touch

Let's work together

We are here to promote fiduciary advice in the financial planning industry. Let us know how we can help you advance the profession.

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