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Private clients

Crypto for private clients,handled with discretion.

For individuals holding significant crypto positions. A dedicated senior broker handles execution and custody, with OTC for large trades and real discretion.

At a certain size, an appstops being enough.

When the position is large, the things that didn’t matter at retail scale suddenly do. A public order book moves when you trade. A support chatbot doesn’t know who you are. And putting significant capital through a self-serve platform means you carry the custody risk, the execution risk and the discretion risk yourself.

Uptrade works the way private banking works: a dedicated senior broker who knows you and your holdings, execution handled discreetly, larger trades routed through OTC, and assets in institutional custody. More onwhy a broker beats a self-serve platform.

1:1
A senior broker assigned to you
24/7
Reachable, every time zone
OTC
Private execution for large trades
Fireblocks
Institutional-grade custody

A relationship thatscales with you.

Significant holdings deserve more than a dashboard. They deserve someone who picks up the phone, knows your situation without you re-explaining it, and treats your business with discretion.

Your broker executes on your behalf, routes size through OTC so large orders settle privately, away from the public order book, and keeps your assets in institutional custody. With private clients, the relationship is the product.

Discretion by default

Your activity stays private; large trades are settled privately rather than on a public order book.

A senior broker

An experienced point of contact who knows your portfolio and goals.

Custody at scale

Significant holdings secured via Fireblocks institutional custody.

[broker portrait · private client variant
senior broker in a private, one-to-one meeting]
Who this is for

Built for people whose holdings
have outgrown a retail app.

Whatever brought you to significant crypto exposure, it’s handled with discretion.

HNW individuals

Those holding significant wealth who want crypto handled with genuine care.

Business owners & founders

Entrepreneurs allocating personal capital into digital assets.

Experienced investors

Investors holding large positions who want execution and custody handled.

Discretion-focused clients

People who’d rather not transact in the open on a public platform.

White-glove seekers

Clients who expect a relationship, not a help desk.

Why Uptrade

Why private clients
choose Uptrade.

Services

Uptrade services forprivate clients.

The services behind every private client relationship.

Reviews

What our clients say.

Excellent
Rated4.9 / 5on Trustpilot · Based on[X]reviewsstub

Discretion I actually trust

I don’t want my activity visible on a public platform. With a broker handling it privately, that concern simply went away.

[Reviewer name] · [date]wire live feed

My broker knows my book

I never have to start from scratch. One call, and the person on the other end already understands my positions and what I’m trying to do.

[Reviewer name] · [date]wire live feed

Large trades, handled quietly

A position this size would have moved an exchange order book. Through their OTC desk it was quoted, confirmed and settled without the slippage.

[Reviewer name] · [date]wire live feed
Showing recent 5-star reviews.See all reviews →
FAQ

Common questions fromprivate clients.

What makes this different from a standard account?

You work with a dedicated senior broker rather than a self-serve platform. Execution is handled for you, larger trades go through OTC, and your holdings sit in institutional custody, with the discretion you’d expect at this level.

How are large trades kept discreet?

Sizeable trades are routed through OTC execution rather than a public order book, so they’re quoted and settled privately instead of broadcasting to the market.How OTC works.

Who looks after my holdings?

A dedicated senior broker who knows your portfolio, backed by institutional custody via Fireblocks.More on custody.

Is my activity private?

Discretion is the default. Large trades go through OTC rather than a public book, and your broker handles your business directly rather than through a shared support channel.

Is Uptrade regulated?

Uptrade is registered with AUSTRAC as a Digital Currency Exchange Provider (DCE100856266-001) and operates in compliance with its regulatory obligations.

How is a broker different from an exchange?

An exchange is a self-serve platform where you trade alone and hold your own keys. A broker executes on your behalf, handles custody and stays reachable.See the full comparison.

Not quite the right fit?

Investing through a structure?

If you’re holding through a company or a trust, there’s a page for that.

Ready when you are

Speak with a senior broker.

Book a private consultation to talk through custody, execution and discretion with a dedicated senior broker. No obligation, no commitment.