Zerohash, the crypto infrastructure company that counts Morgan Stanley and BlackRock among its clients, just rolled out a product that could quietly reshape how wealth platforms handle digital assets. Portfolio Strategies, launched June 30, gives brokerages and wealth advisors the ability to create, manage, rebalance, and scale automated or managed crypto portfolios, all through a single API connection.

The product also includes copy trading functionality, letting platforms offer their clients the ability to mirror the strategies of top-performing portfolios.

From staking to strategies: a rapid-fire product blitz

Portfolio Strategies didn’t arrive in a vacuum. Just five days earlier, on June 25, Zerohash launched Staking-as-a-Service with initial partners including Interactive Brokers, Public, and BitMart. That’s two major product launches in a single week.

The timing makes sense when you consider the broader client roster. Zerohash serves Morgan Stanley, which has been planning a crypto trading rollout on E*Trade. It also works with BlackRock, Franklin Templeton, and Stripe.

The high-net-worth pressure cooker

Zerohash’s own research points to a striking dynamic among affluent investors. Most high-net-worth individuals would consider switching advisors if their current one doesn’t integrate crypto offerings.

A 2025 PwC survey reinforced this trend from a different angle, finding that 27% of retail crypto investors view staking as a core investment strategy.

The company’s trajectory backs up the ambition. Zerohash hit unicorn status in 2025 after closing a $104 million funding round. Now it’s reportedly seeking additional capital at valuations exceeding $1.5B.

What this means for investors

For retail investors, the practical impact is that their brokerage or wealth advisor is increasingly likely to offer crypto portfolio management that actually works, including automated rebalancing and managed strategies that sit alongside traditional equity and bond allocations. Copy trading adds another layer, letting less experienced investors follow strategies from those with a track record.

Every wealth platform that integrates a product like Portfolio Strategies raises the baseline expectation for what clients demand from their advisor. Morgan Stanley and Interactive Brokers being in the Zerohash ecosystem already puts pressure on rivals like Charles Schwab, Fidelity, and others to match those capabilities.

Automated crypto portfolio management at scale introduces questions around rebalancing during volatile periods, custodial responsibility across multiple assets, and regulatory compliance across jurisdictions. Wrapping them into a single API for dozens of institutional clients concentrates operational risk in ways that traditional finance regulators are still figuring out how to supervise.