✦ For professionals managing $250K–$2M in crypto
Manage your wealth without seeing the screen.
The AI portfolio operator for professionals who own crypto and don't have time to manage it. Flat fee. Non-custodial. Your money never leaves your exchange.
Net PnL · Mar 2025 to today
+$0
Win rate
84.9%
Profit factor
2.43×
Live feed
Cumulative PnL
$770K
Verified PnL
22,099
Trades on Base L2
84.9%
Win rate · net of fees
99.97%
Uptime
✦ The problem
Nobody is managing this for you.
You have an RIA for your equity portfolio. A CPA for your taxes. A broker for your real estate. For your crypto, you have a Coinbase account, a Ledger in a drawer, and a sense that you should be doing something more sophisticated.
Schwab won't trade it. Wealthfront won't touch it. Your advisor at Morgan Stanley charges 1% on a portfolio that doesn't even include the half of your net worth that matters most. BitcoinIRA charges 5.99% upfront. Your CPA's first suggestion is always "have you considered just selling some?"
The wealth management industry built itself for stocks and bonds. The most volatile, fastest-moving asset in your portfolio is the one nobody is managing.
Perpblock is the wealth manager for the asset class wealth managers refuse to touch.
"you asked the wrong thing."
— The largest algorithmic crypto competitor, responding publicly to users asking why portfolios were drawing down.
The platform doesn't manage your money. It hands you a toolkit and tells you losses are your configuration mistake. That's the entire category in one sentence.
✦ The category
Every alternative hands the decision back to you.
The largest competitor in algorithmic crypto, asked publicly why its users' portfolios were drawing down, answered: "you asked the wrong thing." That's the entire category in one sentence.
The platform doesn't manage your money. It hands you a toolkit and tells you that any losses are a configuration mistake you made. Wealth management is decision removal. It's why you pay your equity advisor. Crypto hasn't had it until now.
Perpblock removes the decision. That's the product. Everything else is implementation detail.
✦ How it works
Three things happen. None of them require you.
Connect, in under 10 minutes.
Connect your exchange — Coinbase, Binance, OKX, Bybit, Kraken, Gemini, BloFin — with a trade-only API key. No withdrawal permissions. No transfer permissions. We can place orders. We cannot move your money.
The AI takes over.
The AI reads your balance, your risk level, what kind of market we're in, and what other traders are paying. It picks three to five strategies, sizes them to your account, and rebalances on its own. You don't pick. You don't tune. You don't time. You can override anything — most professionals don't.
It runs. You don't look.
Trades execute in under a tenth of a second. Every trade is recorded on a public blockchain within 15 seconds. Every Monday you get a digest. Unless something material happens, you don't hear from us.
✦ Downside protection
Knows when to step back.
The hardest part of crypto isn't picking strategies in good markets. It's not being on the wrong side of the next FTX, the next Celsius, the next Voyager, the next LUNA. The professional question isn't "how do I make 30%." It's "how do I not be the next person whose recovery drags through bankruptcy court for three years."
Perpblock reads on-chain liquidation data in real time and detects market crashes 60 to 180 seconds before they hit the broader market. When the signal fires, every strategy stops opening new positions.
Paired with a four-check classifier — direction, violence of the market, what other traders are paying, how busy the market is — that votes on the market state every few seconds. When three of four checks disagree, exposure shrinks. You don't manage this. The system does.
The platform's job is to know when not to trade. Most don't have one.
✦ Fee transparency
82% gross. 0% net.
A platform we'll leave nameless ran a strategy with an 82% gross win rate. Net of fees, that strategy returned exactly zero. Every take-profit target sat below the round-trip exchange fee. The strategy was winning trades and losing money on every one.
Perpblock fixes this at the engine level. Every take-profit must clear the venue round-trip fee by 50% before deployment. Below that floor, the strategy refuses to start.
Every performance number on this platform is net of fees by default. Gross is one click away if you want it.
We don't show before-fees numbers in our marketing because we don't trust them ourselves.
✦ Architecture
Institutional architecture. Professional access.
47% of US family offices now hold digital assets directly, up from 19% three years ago. They moved when their counsel cleared the architecture: a SaaS execution layer that doesn't take custody, paired with a qualified custodian that does.
Perpblock is built on the same architecture. Your assets remain at the qualified custodian — Coinbase, Kraken, Gemini — per the SEC 2023 position on non-custodial software. We execute trades against a read-only key. You get the institutional structure on day one, without the lawyers.
US family offices holding digital assets directly
Qualified custodians
Source: Campden Wealth / KPMG Global Family Office Report 2024
✦ Reporting
The only crypto email you'll open.
Most platforms email you every time something twitches. Our default is the opposite — one weekly digest, designed to be the only thing you read about your portfolio that week.
Monday morning — your weekly digest.
One chart of your portfolio. Two sentences on what's happening in the market. Three bullets on what we did this week. One editorial item. Plain-text feel. Under 200 words.
Every morning at 5am local — your daily portfolio thesis.
A structured view of your account: what's moving, what's stable, what we're watching. Written like a wealth manager would write it. Available on your dashboard. Optional email summary.
Quarterly — a signed performance review PDF.
Executive summary. Performance commentary. What we're watching next. Tax-ready. Delivered the first Monday of each quarter.
Switch to daily, real-time, or silent mode whenever you want. Most users don't.
✦ AI agent
Built to think. Not to touch your money.
Our AI can answer anything about your account. It cannot place a trade. It cannot move your funds. AI hallucination is real, and we don't let it touch the things that matter.
What it does
- Tells you why a strategy is up or down.
- Explains a market shift in language calibrated to your level.
- Surfaces tax-loss harvesting opportunities tied to specific lots.
- Watches your held positions against the news and flags anything material.
- Remembers what you've told it across every session.
What it cannot do
- —Execute trades.
- —Move money.
- —Sign anything on your behalf.
A wealth manager that reads your account every morning, remembers what you told it, and proves every claim against the blockchain.
✦ Cost comparison
A flat subscription, not a percentage of your money.
Most wealth managers charge a percentage of your portfolio every year. The bigger your portfolio gets, the more they charge — for the same work. We charge a flat subscription that doesn't change with your account size.
5-year total fees · Perpblock flat rate vs AUM-based pricing · $1.0M portfolio
Wealthfront: 0.25% AUM/year · Schwab: 0.30% AUM/year · Human advisor: 1.2% AUM/year · BitcoinIRA: 5.99% upfront + 1.0% AUM/year · See the data model →
✦ Tax
Your CPA's actual problem.
About half of every tax professional's crypto clients arrive with data gaps — lost exchange access, missing cost basis, DeFi protocols that don't issue statements. Form 1099-DA reports proceeds to the IRS but not cost basis. If you can't substantiate basis, the IRS may treat it as zero, turning your entire proceeds into taxable gain.
Our tax engine carries lot ID, where it came from, accounting method, and the on-chain proof on every disposal. One-click export to IRS Form 8949 (Part I and Part II separated), Koinly, and CoinTracker.
Upload your 1099-DA when it arrives and we match it against our internal records, producing a variance report with audit-defensible evidence.
Your CPA pulls one file. You don't reconstruct anything.
✦ The proof
Every trade on a public blockchain.
22,099 trades recorded on Base mainnet within 15 seconds of every fill. Contract 0xDdb85B04C1b495b75574580207342F4427Cf1b57. Public. Auditable. You can verify any trade without trusting us.
$770K
Verified PnL. March 2025 to today. OKX-verified live account.
84.9%
Win rate across all anchored trades. Net of fees.
3.36×
Returns on original $230K seed. Profit factor 2.43. Max drawdown 18.4%.
✦ Pricing
Two plans for professionals.
Most people in this segment land on Portfolio. Portfolios above $500K, or with operational requirements like separate accounts and custom risk limits, land on Founder's Circle. No AUM tier in between — because there's no AUM fee.
Custom requirements? Family office or RIA structure? See our institutional offering →
✦ Support
A human answers your ticket.
Every cross-platform pattern in our research said the same thing: AI chatbots closing tickets without resolving anything, support that doesn't understand crypto, billing failures with no human reply.
Every paid plan includes founder-direct support. The founder personally replies to every billing or technical issue within 4 business hours, in person. Published SLA. Public hit rate.
✦ Common questions
Answers to the questions professionals actually ask.
✦ Get started
Stop managing it. Own it.
Most platforms add features. We removed decisions. That's the product.
Non-custodial. Cancel anytime. Founder replies in person.