Solutions / Family Offices
Discreet, consolidated oversight of every holding
Protect and grow generational digital wealth. Unify multi-entity structures, discrete custodial vaults, and complex yield strategies into a single, highly secure control plane.
Whole-portfolio visibility
Unify generational wealth across fragmented digital asset custody.
- Entity consolidation
Seamlessly map multiple trusts, operating companies, and private holding vehicles into a single, normalized financial ledger
- Live asset tracking
Monitor real-time balances across qualified custodians, multi-signature vaults, and on-chain holdings without manual reconciliation
- Multi-generational access
Implement strict, role-based visibility controls, ensuring principals, trustees, and operational staff only see the exact data they are authorized to view
Discreet, consolidated reporting
Generate audit-ready performance statements while preserving absolute privacy.
- Sanitized intelligence exports
Create customized, read-only PDF and Markdown reports for tax advisors and external counsel that mask sensitive wallet addresses and exact dollar balances
- Cross-venue PnL attribution
Deliver precise performance reporting that separates organic price appreciation from active trading alpha and structural on-chain yield
- Immutable governance logs
Maintain verifiable, timestamped audit trails of all platform access and portfolio modifications to satisfy fiduciary and compliance requirements
Research without the noise
Filter out retail speculation and focus purely on institutional fundamentals.
- Institutional due diligence
Evaluate digital assets using strict quantitative metrics, smart contract security assessments, and historical yield curves rather than social sentiment
- Private investment alignment
Overlay liquid token strategies against the family’s broader macro mandates to prevent hidden beta correlation or overexposure to specific sectors
- Contextual thesis tracking
Document internal investment memos, advisor notes, and Seera AI risk summaries directly alongside watched assets for permanent institutional memory
Coverage you can build on
- Blockchains
- 400+
- Digital assets
- 130,000+
- DeFi protocols
- 7,000+
Teams choose Seerian for breadth they can rely on: every major chain, asset, venue, and protocol normalised into one workspace.
Team collaboration in context
Document research findings, attach notes to specific chart coordinates, and discuss asset positioning with your team directly alongside real-time market data.
Watchlist integration
Add any asset to a shared team watchlist with a single click from any data row
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Contextual news feed
Protocol announcements, governance updates, and verified news for the assets you monitor
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Custom alert routing
Send threshold notifications to Slack, Telegram, Teams, WhatsApp, or PagerDuty
Learn moreSeera AI prompts
Summarize asset mechanics, read an open interest skew, or draft a research note
Learn moreBuilt for teams
Designed for every seat at the firm
One workspace, whatever your role in getting to the decision.
For analysts
Fundamental diligence and risk assessment
Cut through market noise with direct access to unified pricing data, normalized on-chain telemetry, and historical yield modeling directly within a secure research workspace.
For investment principals
Capital allocation and generational oversight
Monitor aggregate net asset value across all underlying trusts and vehicles, evaluate multi-strategy performance, and enforce strict investment policy compliance.
For operations and risk
Fiduciary governance and counterparty safety
Enforce strict read-only execution perimeters, automate consolidated tax reporting workflows, and track real-time counterparty concentration risk across all custodians.
Trusted by institutional teams managing digital assets at scale
Discover how top investment firms, funds, and family offices consolidate market intelligence into one workspace.
“Before Seerian, we were paying for separate analytics platforms and manually stitching the data together in internal dashboards. Now, our entire research stack is in one place, natively integrated, and perfectly mapped to our live portfolio. It completely changed how we evaluate our positions.”
“Seeing derivative flows, funding rates, and liquidity levels directly alongside our active wallet positions changed how we manage downside risk. We don’t just look at isolated market data anymore; we see exactly how it impacts our specific holdings in real time.”
“The ability to have our entire analyst team working out of the same shared watchlists and project folders has eliminated the scattered research we used to share over chat. Everyone is finally looking at the same data, at the same time.”
“Before Seerian, we were paying for separate analytics platforms and manually stitching the data together in internal dashboards. Now, our entire research stack is in one place, natively integrated, and perfectly mapped to our live portfolio. It completely changed how we evaluate our positions.”
“Seeing derivative flows, funding rates, and liquidity levels directly alongside our active wallet positions changed how we manage downside risk. We don’t just look at isolated market data anymore; we see exactly how it impacts our specific holdings in real time.”
“The ability to have our entire analyst team working out of the same shared watchlists and project folders has eliminated the scattered research we used to share over chat. Everyone is finally looking at the same data, at the same time.”
Frequently asked questions
Common questions about Seerian, where our data comes from, and how teams work in the platform.
Experience Seerian with your team
Schedule a 30-minute demonstration tailored to your organization's research and portfolio requirements.
Perp open interest is at a 90-day high while funding stays flat, so the move is being led by spot rather than leverage.