Taking Clients

Onchain Wealth Management,
Made Simple

Onchain Wealth Management,
Made Simple

Onchain Wealth Management,
Made Simple

Earn superior returns through secure, self-custodial crypto lending strategies directed by experts.

Earn superior returns through secure, self-custodial crypto lending strategies directed by experts.

Earn superior returns through secure, self-custodial crypto lending strategies directed by experts.

Tablet mockup
Tablet mockup
Tablet mockup

Private credit is being outpaced by crypto lending and decentralized finance (DeFi) credit markets. Yet, many investors hesitate due to:

Private credit is being outpaced by crypto lending and decentralized finance (DeFi) credit markets. Yet, many investors hesitate due to:

Private credit is being outpaced by crypto lending and decentralized finance (DeFi) credit markets. Yet, many investors hesitate due to:

Complexity

Complexity

Navigating diverse protocols and platforms can be daunting.

Navigating diverse protocols and platforms can be daunting.

Security Concerns

Security Concerns

Ensuring asset safety in a decentralized ecosystem requires expertise.

Ensuring asset safety in a decentralized ecosystem requires expertise.

Time Constraints

Time Constraints

Active management demands continuous attention and adaptation.

Active management demands continuous attention and adaptation.

At Stratum Finance, we demystify crypto wealth management, offering you peace of mind and seamless access to high-yield opportunities.

At Stratum Finance, we demystify crypto wealth management, offering you peace of mind and seamless access to high-yield opportunities.

At Stratum Finance, we demystify crypto wealth management, offering you peace of mind and seamless access to high-yield opportunities.

Secure

Secure

Institutional-grade risk management and security-first strategies. Because protecting your capital comes first.

Institutional-grade risk management and security-first strategies. Because protecting your capital comes first.

Self-Custodial

Self-Custodial

You stay in control of your assets while I help you optimize yield, security, and deployment.

You stay in control of your assets while I help you optimize yield, security, and deployment.

Specialized

Specialized

Ongoing strategy monitoring, market adjustments, and proactive recommendations.

Ongoing strategy monitoring, market adjustments, and proactive recommendations.

Who Am i?
Who Am i?
Black and white avatar

I'm Jorge and I’ve spent the last decade investing in crypto. Long enough to see every cycle, every trend, and every mistake investors make

As Head of Growth at Safe for three years, I saw firsthand how everyone from individual investors to DAOs and billion-dollar companies managed their assets. I’ve seen what works, what fails, and how even the savviest investors leave money on the table because they don’t have the right setup.

I take the complexity out of earning real, risk-adjusted yield so you can focus on growing your capital without second-guessing every move. Whether you want a bulletproof security setup, optimized yield strategies, or someone to handle the execution while you stay in control, I’ve got you covered.

Who Am I?
Who Am I?
Services

Ways we can work together

Ways we can work together

Ways we can work together

The Foundation: Secure Setup & Deployment

Your entry point into self-custodial, high-yield crypto strategies. I handle everything from account setup to capital deployment, ensuring your assets are positioned safely and efficiently.

Onboarding & Risk Assessment

Wallet & Security Setup

Capital Deployment

Learn More

The Foundation: Secure Setup & Deployment

Your entry point into self-custodial, high-yield crypto strategies. I handle everything from account setup to capital deployment, ensuring your assets are positioned safely and efficiently.

Onboarding & Risk Assessment

Wallet & Security Setup

Capital Deployment

Learn More

The Foundation: Secure Setup & Deployment

Your entry point into self-custodial, high-yield crypto strategies. I handle everything from account setup to capital deployment, ensuring your assets are positioned safely and efficiently.

Onboarding & Risk Assessment

Wallet & Security Setup

Capital Deployment

Learn More

The Navigator: Ongoing Optimization & Security

Crypto evolves fast—set-and-forget isn’t enough. This service actively monitors, optimizes, and secures your portfolio, ensuring you’re always earning at the highest level while staying protected.

New Yield Opportunities

Security & Risk Monitoring

Quarterly Reports & Performance Analysis

Learn More

The Navigator: Ongoing Optimization & Security

Crypto evolves fast—set-and-forget isn’t enough. This service actively monitors, optimizes, and secures your portfolio, ensuring you’re always earning at the highest level while staying protected.

New Yield Opportunities

Security & Risk Monitoring

Quarterly Reports & Performance Analysis

Learn More

The Navigator: Ongoing Optimization & Security

Crypto evolves fast—set-and-forget isn’t enough. This service actively monitors, optimizes, and secures your portfolio, ensuring you’re always earning at the highest level while staying protected.

New Yield Opportunities

Security & Risk Monitoring

Quarterly Reports & Performance Analysis

Learn More

The Architect: Bespoke Advanced Strategies

For investors who want custom-tailored DeFi strategies, including providing liquidity, structured yield farming, and protocol-specific opportunities.

Custom LP & Yield Strategy Design

Exclusive Alpha & Market Insights

One-on-One Advisory & Portfolio Execution

Learn More

The Architect: Bespoke Advanced Strategies

For investors who want custom-tailored DeFi strategies, including providing liquidity, structured yield farming, and protocol-specific opportunities.

Custom LP & Yield Strategy Design

Exclusive Alpha & Market Insights

One-on-One Advisory & Portfolio Execution

Learn More

The Architect: Bespoke Advanced Strategies

For investors who want custom-tailored DeFi strategies, including providing liquidity, structured yield farming, and protocol-specific opportunities.

Custom LP & Yield Strategy Design

Exclusive Alpha & Market Insights

One-on-One Advisory & Portfolio Execution

Learn More
Process
Process

01

01

01

Kick-off Call and ONboarding
Kick-off Call and ONboarding
Kick-off Call and ONboarding

We discuss your investment goals, risk tolerance, and current capital allocation.

I help you understand how DeFi credit markets can fit into your broader strategy.

Get clarity on security, self-custody, and more.

📌 Outcome: A tailored action plan for your onboarding and capital deployment.

We discuss your investment goals, risk tolerance, and current capital allocation.

I help you understand how DeFi credit markets can fit into your broader strategy.

Get clarity on security, self-custody, and more.

📌 Outcome: A tailored action plan for your onboarding and capital deployment.

We discuss your investment goals, risk tolerance, and current capital allocation.

I help you understand how DeFi credit markets can fit into your broader strategy.

Get clarity on security, self-custody, and more.

📌 Outcome: A tailored action plan for your onboarding and capital deployment.

02

02

02

Portfolio Setup & Capital Deployment
Portfolio Setup & Capital Deployment
Portfolio Setup & Capital Deployment

Secure self-custody setup (wallets, multi-sig, risk mitigation).

Initial capital allocation into structured, risk-adjusted strategies.

Onboarding into DeFi credit markets using protocol security best practices.

📌 Outcome: Your capital is deployed into optimized lending strategies with full self-custodial control.

Secure self-custody setup (wallets, multi-sig, risk mitigation).

Initial capital allocation into structured, risk-adjusted strategies.

Onboarding into DeFi credit markets using protocol security best practices.

📌 Outcome: Your capital is deployed into optimized lending strategies with full self-custodial control.

Secure self-custody setup (wallets, multi-sig, risk mitigation).

Initial capital allocation into structured, risk-adjusted strategies.

Onboarding into DeFi credit markets using protocol security best practices.

📌 Outcome: Your capital is deployed into optimized lending strategies with full self-custodial control.

03

03

03

Ongoing Monitoring & Optimization
Ongoing Monitoring & Optimization
Ongoing Monitoring & Optimization

Quarterly check-ins & yield strategy adjustments based on market conditions.

Security monitoring & proactive risk alerts.

New opportunities for high-yield credit markets & liquidity provisioning.

📌 Outcome: Continuous oversight ensures your portfolio remains optimized and secure.

Quarterly check-ins & yield strategy adjustments based on market conditions.

Security monitoring & proactive risk alerts.

New opportunities for high-yield credit markets & liquidity provisioning.

📌 Outcome: Continuous oversight ensures your portfolio remains optimized and secure.

Quarterly check-ins & yield strategy adjustments based on market conditions.

Security monitoring & proactive risk alerts.

New opportunities for high-yield credit markets & liquidity provisioning.

📌 Outcome: Continuous oversight ensures your portfolio remains optimized and secure.

Process
Process
FAQS

Got some questions?

Got some questions?

Got some questions?

How long does onboarding take?

The onboarding process typically takes 1-2 weeks, depending on: • Wallet & security setup complexity • Amount of capital being deployed • Your familiarity with DeFi & self-custody

How long does onboarding take?

The onboarding process typically takes 1-2 weeks, depending on: • Wallet & security setup complexity • Amount of capital being deployed • Your familiarity with DeFi & self-custody

How long does onboarding take?

The onboarding process typically takes 1-2 weeks, depending on: • Wallet & security setup complexity • Amount of capital being deployed • Your familiarity with DeFi & self-custody

How do I ensure my funds are secure?

How do I ensure my funds are secure?

How do I ensure my funds are secure?

Can I make changes to my portfolio over time?

Can I make changes to my portfolio over time?

Can I make changes to my portfolio over time?

Ready to get started?

Ready to get started?

Ready to get started?

Stratum Finance

Institutional-Grade Crypto Lending & DeFi Credit Markets

Stratum Finance helps smart investors and institutions securely earn yield in DeFi credit markets—without the complexity.

Stratum Finance

Institutional-Grade Crypto Lending & DeFi Credit Markets

Stratum Finance helps smart investors and institutions securely earn yield in DeFi credit markets—without the complexity.

Stratum Finance

Institutional-Grade Crypto Lending & DeFi Credit Markets

Stratum Finance helps smart investors and institutions securely earn yield in DeFi credit markets—without the complexity.