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Personal Wealth Management

We help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service.

Small Business 401(k) Services

We offer customized solutions to simplify day-to-day 401(k) management responsibilities for small- to medium-sized businesses, including navigating recordkeeper and CPA relationships, managing retirement plan funds and much more.

Institutional Investing

We have a long history of managing assets for some of the world’s largest, most-prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.

DIVERSE YOUR PORTFOLIO

Choose from our 5 major Trading algorithms that spans 5 different portfolio types or categories.

OUR ART OF INVESTING

You can diverse to any portfolio available in our catalog! Switching your portfolio power on the fly for all the algorithms using our management site and system.

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TESTIMONIALS

MinrEU is very happy to have CoinXpot, Inc. as our trustworthy partner, we have already recommended CoinXpot, Inc. to thousands of our existing customers who are very happy and satisfied with their excellent services and products.
Terry Li, CEO Zeus
Official Distribution Partner of CoinXpot, Inc..

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BLOG NEWS

Everything You Need to Know About our partnership with Goldman Sachs group/ in / JUL 17, 2019

CoinXpot, Inc. Joined Goldman Sachs, to Begin a New Era of Financial Life Management on July 17, 2019 - The Goldman Sachs Group, Inc. completed the acquisition of our CoinXpot, Inc. headquarters in Newport Beach, California paying millions in cash. As a result of the transaction, We at CoinXpot, Inc. will have access to greater reach and resources to help our clients.
Our cultures and vision are in alignment, We couldn’t be more excited to be part of Goldman Sachs, so we decided to take our work to a higher level, which we have dreamt of before, with our 1st headquarter in the UK and offices across the United States and the United Kingdom, we decided to rebrand and serve our clients better, with a new purpose and program. Currently, CoinXpot finance serves more than 203,000 clients across the United States. And creating a New Era of Financial Life Management.

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