Zerohash Portfolio Strategies: Crypto Wealth Goes Automated

Zerohash, the crypto infrastructure firm that counts Morgan Stanley and BlackRock among its clients, launched Portfolio Strategies on June 30. The product lets brokerages build, manage, and rebalance automated crypto portfolios through a single API. It also includes copy trading, so wealth platforms can offer clients the ability to mirror top-performing strategies.

The launch follows closely on the heels of another product drop. Five days earlier, on June 25, Zerohash unveiled Staking-as-a-Service with Interactive Brokers, Public, and BitMart as initial partners. Two broad product releases in a single week suggest the company is moving deeper into the wealth management channel at speed.

Zerohash's client list explains the strategy. Morgan Stanley, which is reportedly preparing a crypto trading rollout on E*Trade, uses Zerohash for infrastructure. BlackRock, Franklin Templeton, and Stripe are also in the ecosystem. Having one provider handle automated strategies, rebalancing, and copy trading simplifies the tech stack for these large firms. It also concentrates operational risk in a single counterparty.

Zerohash's own research, cited in the announcement, found that most high-net-worth individuals would consider switching advisors if their current one didn't offer crypto. A 2025 PwC survey added another data point: 27% of retail crypto investors treat staking as a core investment strategy. Those numbers help explain why brokerages are adding these services now.

For retail investors, the practical effect is that their brokerage or wealth advisor is increasingly likely to offer crypto portfolio management that works alongside traditional equity and bond allocations. Automated rebalancing and managed strategies address a pain point that many advisors have struggled with. Copy trading adds a path for less experienced investors to follow strategies from those with a track record.

The company hit unicorn status in 2025 after a $104 million funding round. It is now reportedly raising additional capital at valuations above $1.5 billion.

Every wealth platform that integrates Portfolio Strategies raises the baseline for what clients expect. Morgan Stanley (MS) and Interactive Brokers (IBKR) being in the Zerohash ecosystem already puts pressure on rivals like Charles Schwab and Fidelity 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. Regulators in major markets are still figuring out how to supervise API-based multi-asset crypto products.

Zerohash declined to comment on the specific number of brokerages already integrating the product. The company said it expects to announce additional partners in the coming months.