Helvetic Broker

Core Features Core Values

Helvetic Broker is an AI-powered crypto portfolio management app that enables investors to securely track, analyze, and manage all their digital assets across wallets and exchanges from a single platform.

Launched in 2025, the app empowers both beginner and advanced investors to gain a comprehensive view of their crypto holdings while maintaining full self-custody and privacy.

• Unified dashboard providing an aggregated or detailed view of all wallets and exchange accounts.
• Seamless integration with Coinbase, Kraken, Binance, Uniswap, MetaMask, Trust Wallet, and Ledger.
• Active third-party broker agreements with Bybit, Huobi, and MEXC, with integrations currently in progress.
• AI assistant for intuitive portfolio management and optimized transfers between CEXs, DEXs, and wallets.
• Secure, read-only API access—no private keys ever leave the user’s device.
• Built-in guidance promoting diversification, autonomy, and best practices in self-custody.

• Security – Swiss-grade encryption and read-only architecture ensure maximum protection.
• Simplicity – Clear, intuitive user experience for effortless asset control.
• Diversification – Comprehensive multi-platform coverage supporting balanced investment strategies.
• Autonomy – Users retain full ownership and control over their digital assets.

Helvetic Broker bridges technology, intelligence, and transparency to guide investors toward financial independence through self-custody.