For Financial Advisers
Your clients already hold digital assets. Most of it sits on an exchange or on a hardware wallet in a drawer, outside your reporting, outside your risk framework and outside their estate plan. Vield brings that holding somewhere you can see it, report on it and advise around it.
Trusted Partners
- 1,000+
- Clients
- $50M+
- Loans approved
- 0
- Assets rehypothecated
Safekeeping
A segregated vault for each client, one wallet per asset, held with Zodia Custody Australia in institutional-grade cold storage. Never commingled, never rehypothecated, and insured while held. An executor can reach the asset, and you can report on it.
Bitcoin-backed lending
A client borrows Australian dollars against the Bitcoin they hold, without selling it. It funds a property deposit, a tax bill or working capital while the client keeps the position, and Vield holds an ATO private ruling on the capital gains treatment of its own arrangement.
OTC trading
When a client needs to move real size in or out of Bitcoin, Vield’s desk quotes a firm all-in price agreed before the trade and works it as a single block. No order book to push through, and a named dealer rather than a self-serve exchange screen.
Bring the holding inside the advice relationship
For most advisers the problem is not whether digital assets belong in a portfolio. It is that the client already owns them, they sit outside the adviser’s view, and nobody has asked what happens to them if the client dies tomorrow.
Vield is an Australian business, lending since 2023, with client assets held by Zodia Custody Australia. Leave your details below and our team will walk you through how each of the three services works, what to ask a client about their current arrangements, and where the risks sit.
"In institutional custody, the operational standards around how an asset is held are everything. Vield has built their product around those standards from the start. For borrowers pledging Bitcoin, that's the question they should be asking first."
What your clients get
Segregated custody
A vault for each client with one wallet per asset, held in institutional-grade cold storage with Zodia Custody Australia. Assets are never pooled with another customer, and the client remains the legal and beneficial owner throughout.
Never rehypothecated
Vield does not lend, stake or reuse a client’s digital assets. They stay untouched, and the holding can be verified on-chain at any time.
Insured while held
Customer's Bitcoin is held in segregated cold storage with Zodia Custody Australia, supported by Zodia Custody Australia's multi-layered insurance programme.
Visible and reportable
The client sees the holding on the platform and on the blockchain, and statements evidence and value it. That is what lets a digital asset appear alongside the rest of a portfolio rather than sitting invisibly outside it.
Reachable by an estate
An executor can administer the vault through Vield, with statements to evidence the holding, so the asset passes to the estate rather than becoming unrecoverable.
A team you can call
Vield is Australian, based in Sydney, and has been lending since 2023. Advisers are welcome to contact us to understand how each service is structured and what they need to form their own view.
Frequently asked questions
