Our Story
Founded on a simple conviction: clients deserve better
Bit Market X was founded in 2004 in New York City by a small team of portfolio managers and structured-finance bankers who believed the industry had drifted away from its core duty: putting the client’s interest decisively first.
What began as a boutique wealth practice has grown into a fully integrated asset management platform — yet our culture has not changed. We still build every relationship on direct access to senior professionals, candid advice, and fees that are transparent enough to read at a glance.
Today the firm manages assets for more than 480 clients across 30 states: multigenerational families, retirees, corporate treasuries, pension plans, and developers building the energy and infrastructure systems of the next century.
