CompaniesFor businesses holding crypto on the balance sheet. A dedicated broker handles execution, custody and reporting, so your team isn't managing keys on an exchange.
The mandateA business deciding to hold crypto isn't just clicking "buy". There's a board to satisfy, a treasury policy to honour, and auditors who will ask exactly where the assets sit and who can move them. A self-serve exchange leaves all of that, the controls, the records, the key management, sitting with whoever happens to hold the login.
UpTrade works as the company's broker. A dedicated point of contact executes on the business's behalf, assets are held in institutional custody, and every step produces a record your finance team and auditors can actually reconcile. Read more on why a broker suits a corporate mandate.
Hold crypto the way you'd hold any other treasury position, with the same controls, sign-off and audit trail.
A documented process that fits treasury sign-off and internal controls.
Assets in Fireblocks custody, your team isn't holding private keys.
Transaction records your finance team and auditors can work from.
Execution, approval and custody stay separate, the way cash and securities already work.
The controlsMore companies hold digital assets on the balance sheet every year. But treating crypto like any other treasury position means the controls have to match the ones already in place for cash and securities: approvals, segregation of duties, a clear audit trail.
With UpTrade, no one on your team is securing a hot wallet on a laptop. Trades are executed for the company, larger allocations move through OTC, and holdings settle into custody held separately from any exchange balance sheet.
Who this is forHowever your company comes to digital assets, your broker shapes the process around it.
Businesses already operating in digital assets that want institutional custody and execution behind them.
Established companies allocating a measured portion of reserves into digital assets.
Companies accepting crypto payments that need a clean way to hold, convert or manage it.
Boards exploring a first allocation that want the process handled end to end.
Businesses coordinating holdings across several entities or operating regions.
Why UpTradeThe difference between a self-serve exchange and a corporate broker, line by line.
ReviewsFAQThe things boards, finance teams and auditors ask before holding crypto.
The company does. Holdings are kept in institutional custody via Fireblocks and remain the business's assets; your broker executes on the company's instruction. More on how custody works.
Your broker works to the company's sign-off requirements. The process is documented at each step, so it can sit inside an existing treasury policy and separation-of-duties framework rather than working around it.
Yes. Transactions and holdings produce records intended to reconcile cleanly at reporting and audit time. If your auditors need a particular format, raise it with your broker early and it can be accommodated where possible.
Through OTC execution rather than a public order book, so a sizeable order is quoted and settled privately instead of moving the market as it fills. How OTC works.
Uptrade is registered with AUSTRAC as a Digital Currency Exchange Provider (DCE100856266-001) and operates in compliance with its regulatory obligations.
An exchange is a self-serve platform where the company places its own orders and manages its own keys. A broker executes on the company's behalf and arranges custody, with a documented process behind it. See the full comparison.
Not quite the right fit?If you're investing through a trust or self-managed super,
there's a page for that.
Ready when you areBook a consultation to talk through custody, governance and reporting with a dedicated broker. No obligation, no commitment.