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About Tokenized Financial

About Tokenized Financial (TFIN): Tokenized Financial is a modern wealth-management firm built for the digital economy. We combine the structure and trust of traditional financial advisory with the speed, transparency, and control of blockchain technology. Our Focus: Help clients build, manage, and protect crypto-driven portfolios with clarity, compliance, and professional guidance. What We Do: • Crypto Portfolio Construction: tailored digital-asset portfolios with risk-based frameworks. • Wealth Management & Rebalancing: ongoing monitoring and disciplined, rules-based management. • Secure Self-Custody Guidance: hardware wallet setup, best security practices, and recovery protocols. • Digital-Asset Education: executive training, private sessions, and structured onboarding to Web3. • Long-Term Portfolio Planning: integrating crypto allocation into broader wealth goals and tax considerations. Our Vision: To build the first physical crypto-advisory network in North America, offering real human support in an industry dominated by noise. Our first storefronts are scheduled for Ottawa and Miami in 2026, with expansion planned across major U.S. markets. Our Mission: Make digital-asset wealth management safe, simple, and accessible — empowering clients to grow confidently in the next era of finance. Follow us for updates on services, store openings, and the evolution of modern wealth management. 📩 Ready to level up your portfolio? 
Book a free 30-minute consultation at https://calendly.com/ihodllife/broker-services-consultation?month=2025-07.

Employees
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Leadership

The top of Tokenized Financial's org chart, with how many people report into each leader.

TSPhoto of Tristan Schroeder

Tristan Schroeder

Chief Executive Officer

Jobs at Tokenized Financial

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