Portfolio infrastructure for AI agents.
Closed fundraise Dec ’24. Growing AUM with clear product-market fit.
Rocket Pool, Maple, MegaETH — protocols and L2s that want to provide additional utility for token holders, or jump start a DeFi ecosystem
PierTwo, LugaNodes — operators with deep trusted relationships with their clients who are looking to expand from ~2.5% staking returns to 5-10% DeFi returns
OKX and others — hold large balances on behalf of their clients. All need "Earn" products that are safe with compelling returns.
Refined GTM motion. Confident in $100M AUM this year. Path to $1B in 2028.
The thing we’re most excited about — besides growing distribution, assets and fees — is the development of strataOS as the universal vault management engine.
Replaces manual operations. Goal: fully self-managed vaults within 12 months. Powers both institutional and agentic products.
Institutional vaults remain a huge opportunity.
Agents will be the primary allocators of capital onchain. Same infrastructure, new distribution — powered by strataOS.
We’re in the box seat to capitalize as the vault experts.
24K+ agents on ERC-8004. $600M+ in agent payments via x402 in Q1 2026. a16z projects agents will outnumber human workers in financial services 100:1.
$24B+ on-chain. Ondo: $2.52B TVL, 200+ stocks. BlackRock BUIDL: $2.85B. McKinsey: $2T by 2030. BCG/Ripple: $18.9T by 2033.
ERC-4626 is becoming the TCP/IP of onchain finance. One standard connecting agents to stocks, bonds, credit, and crypto — but no one has built the infrastructure yet.
Agents can trade tokens — but can't construct diversified portfolios across asset classes. There's no stocks, bonds, or credit. Just yield farms.
Slippage, gas spikes, rug pulls, sandwich attacks. Agents with raw DEX access leak value on every transaction. No guardrails, no limits.
Every agentic wallet solution gives agents private keys. A single compromised agent means instant, irreversible loss of all funds.
Dozens of agent protocols. Zero focused on portfolio construction.
Single-asset • Short-term • No custody
Multi-asset allocation
Stocks, bonds, crypto, credit
Custody • Compliance • NAV
Source: Cambrian AgentFi Landscape
RockSolid Agentic Vaults give AI agents secure, compliant access to stocks, bonds, private credit, and crypto — all through a single MCP interface.
Purpose-built for the Model Context Protocol. Agents discover, onboard, and manage vaults natively — no UI required, no human in the loop after KYC.
One vault holds tokenized equities (Ondo), T-Bills (USDY), private credit (Maple), and blue-chip crypto. Real portfolio diversification.
Secured in TEE. Agents never see private keys. Dual policy engine prevents unauthorized transactions. Zero risk of key theft.
Curated asset universe, slippage limits, gas guards, rate limits, tiered KYC. A sensible sandbox — independence within boundaries. The foundation that makes everything above safe.
strataOS is the shared vault management layer that powers both our institutional vaults and the new agentic vaults. Same engine, different interfaces.
Quality only. No memes, no scams. Stocks, bonds, private credit, crypto, and yield — all via MCP.
Agent-managed assets × RWA tokenization = a market that doesn't exist yet. We're building it.
Total addressable market for agent-managed portfolio assets. Sources: a16z crypto agent projections, BCG/Ripple RWA forecasts, ERC-8004 registry growth.
SaaS-style pricing eliminates advisory liability. Agents pay a flat fee — simple, predictable, regulation-friendly.
Assuming $10K average vault size (Growth tier, $10/mo). Flat fees compound at scale without triggering advisory regulation.
| Platform TVL | Vaults | Avg Vault | Fee / Vault | Annual Revenue | Equiv. AUM Fee |
|---|---|---|---|---|---|
| $10M | 1,000 | $10K | $10/mo | $120K | 1.2% |
| $100M | 10,000 | $10K | $10/mo | $1.2M | 1.2% |
| $1B | 100,000 | $10K | $10/mo | $12M | 1.2% |
| $10B | 1,000,000 | $10K | $10/mo | $120M | 1.2% |
Conservative scenario: all vaults at Growth tier ($10/mo). In practice, larger vaults (Pro/Enterprise) push blended revenue higher. At $10B TVL, $120M/yr revenue with no advisory liability.
Every competitor will face a regulatory reckoning. We're building compliance into v1. Six architectural decisions eliminated the most severe risks — what remains is scoped, affordable, and a barrier to entry for anyone who follows.
How: Single-depositor vaults (no pooling), no templates (no advice), flat fees (no AUM compensation), agent-directed only (execution-only).
Entity: Cayman Islands Exempted Company with VASP + SIBA licensing.
VASP $36K + SIBA $6K
vs $50-160K as a fund
Screening → Full ID + Accredited
Sanctioned blocked, MiCA pending
Phase 2 — RIA Template Marketplace: SEC-registered RIAs like Protocol Wealth (CRD #335298) already bridge traditional + digital asset management. Our template marketplace lets licensed RIAs publish compliant allocation templates that agents can adopt — shifting advisory liability to regulated professionals.
| Multi-Asset (RWA + Crypto) |
No Key Exposure |
MCP Native |
Compliance Built-in |
Guardrails | Focus | |
|---|---|---|---|---|---|---|
| RockSolid | Yes | Yes | Yes | Yes | Yes | Portfolios |
| Giza (ARMA) | No | No | No | No | No | DeFi yield |
| Theoriq (AlphaVault) | No | No | No | No | Partial | AI-managed vaults |
| Almanak | No | No | No | No | No | Trading swarm |
| Coinbase AgentKit | Partial | Yes | Partial | Partial | No | Building blocks |
Competitors cluster into yield optimizers, trading agents, and wallet infra. RockSolid occupies a new category: agentic portfolio infrastructure.
Operating institutional-grade vaults since October 2025. Deep DeFi, compliance, and infrastructure experience.
Portfolio infrastructure for AI agents.
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