Digital Ascension Group Expands Platform to Unify Investment Management, Estate Planning, and Digital Asset Strategy episode artwork

EPISODE · Jul 22, 2026 · 3 MIN

Digital Ascension Group Expands Platform to Unify Investment Management, Estate Planning, and Digital Asset Strategy

from Global Economic Press · host Global Economic Press

In this episode of Global Economic Press, Alex Brady delves into the recent developments at Digital Ascension Group, a company at the forefront of investment management and digital asset strategy. The episode highlights the company's strategic move to expand its platform, unifying investment management, estate planning, and digital asset strategy into a comprehensive solution. This expansion includes the rebranding of their digital asset advisory platform as DAG-Wealth and the introduction of DAG Private Client, which offers estate planning, entity structuring, and tax preparation referrals. This unified approach aims to simplify the complex financial landscape for clients and advisors, allowing them to manage wealth and digital assets seamlessly. Digital Ascension Group's initiative addresses the growing need for coordinated planning across investments, tax, estate, governance, and compliance functions, especially as digital assets gain traction among family offices. Founders Jake Claver and Max Avery recognized the challenges faced by digital asset investors who previously relied on multiple providers. By integrating various financial services under one roof, the company offers a streamlined experience for clients. The episode also mentions recent senior hires from prestigious firms like Goldman Sachs and BlackRock, underscoring the company's commitment to maintaining high standards in wealth management. For more information, visit DAG.com.

Episode metadata supplied by the publisher feed · Published Jul 22, 2026

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