Private Banking & Crypto Wealth Solutions

Secure access to regulated banking and digital asset infrastructure

Private Banking & Crypto Wealth Solutions
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Introduction

Secure access to regulated banking and digital asset infrastructure

DeFinityX provides structured access to global private banking and crypto wealth solutions through its role as an independent advisory, distribution, and onboarding coordination partner to regulated private banks, licensed financial institutions, and supervised digital asset service providers.

We support ultra-high-net-worth individuals, family offices, institutions, and corporates seeking secure, compliant, and efficient ways to manage capital across both traditional banking and digital asset ecosystems. Our approach is solution-led, jurisdiction-aware, and institution-first, enabling clients to operate confidently across borders while meeting applicable regulatory, compliance, and governance standards.

Through regulated counterparties, DeFinityX facilitates access to private personal and corporate banking solutions across multiple jurisdictions, subject to standard onboarding, KYC/KYB, and regulatory approval processes. Services are available globally, excluding sanctioned jurisdictions and restricted countries in line with international sanctions and AML frameworks.

In parallel, DeFinityX enables access to regulated crypto wealth and digital asset infrastructure, supporting compliant crypto-to-fiat and fiat-to-crypto activity for both personal and corporate clients. All such services are delivered exclusively by licensed and supervised counterparties, ensuring institutional-grade custody, transparent settlement, and alignment with AML, CTF, and sanctions regimes.

DeFinityX does not act as a bank, custodian, payment institution, or digital asset service provider. Our role is to structure access, coordinate onboarding, and align stakeholders, ensuring clients are onboarded directly with the appropriate regulated institutions through a controlled, professionally managed process.

Regulated Products, Services and Infrastructure

Global Private Banking & EMI Account Solutions

DeFinityX facilitates access to personal and corporate bank and EMI accounts with regulated private banks and licensed EMI institutions across leading financial jurisdictions, subject to standard compliance and onboarding requirements.

These solutions support individuals and businesses operating internationally, excluding sanctioned and restricted jurisdictions in line with global regulatory standards.

Core Capabilities

  • Access to personal and corporate accounts for UHNW individuals, family offices, and businesses
  • Introductions to regulated private banks and EMI institutions globally
  • Support for complex ownership, holding company, and group structures
  • Infrastructure capable of supporting large-value and high-frequency transactions

Account Features & Services

  • Multi-currency accounts including EUR, GBP, USD, CHF, AED
  • IBAN-enabled accounts where applicable
  • SWIFT and SEPA payment capabilities
  • Online and mobile banking access
  • Debit and virtual card issuance
  • Real-time FX conversion with transparent pricing
  • Configurable user permissions and approval workflows
  • Transaction analytics and reporting dashboards
  • Full compliance with KYC, KYB, KYT, AML, and CTF requirements

Crypto Private Wealth, Custody & OTC Solutions

DeFinityX provides access to regulated crypto private wealth infrastructure, enabling clients to hold, convert, and transact digital assets within compliant, institutional-grade environments.

All crypto-related services are delivered exclusively through licensed and supervised digital asset service providers operating in established regulatory jurisdictions.

Crypto Wealth Capabilities

  • Regulated digital asset custody solutions
  • Secure wallet infrastructure using cold, warm, and multi-signature architectures
  • Fully segregated client wallets with no pooling or commingling
  • Institutional-grade security controls and auditable record-keeping

Conversion & OTC Transactions

  • Fiat-to-crypto and crypto-to-fiat conversions from USD 10,000 to USD 100 million+
  • Access to regulated OTC execution for large and complex transactions
  • Block trades structured to minimize market impact
  • Transparent pricing and regulated settlement channels
  • Full transaction traceability and reporting

Compliance, Audit & Risk Controls

  • Continuous AML, KYC, KYB, KYT, and transaction monitoring
  • Proof-of-funds and wallet verification aligned with FATF and EU standards
  • Access to regulated banking settlement rails
  • Audit-ready reporting suitable for banks, auditors, and regulators

Global Money Movement & Payment Services

DeFinityX enables access to international payment and money movement solutions through licensed and regulated banking and money services providers operating across recognised financial centres.

These solutions support secure, compliant cross-border capital movement for both personal and corporate use cases, subject to standard onboarding and transaction review procedures.

Payment & Settlement Capabilities

  • International transfers from USD 10,000 to multi-hundred-million-dollar transactions
  • Cross-border settlement for operations, investments, acquisitions, and liquidity events
  • Coordinated fiat and digital asset payment flows
  • Multi-jurisdictional routing via regulated banking rails
  • Transparent reconciliation and audit-ready transaction records
  • Full alignment with AML, CTF, and international sanctions frameworks

Institutional Governance & DeFinityX Role

  • All private banking, EMI, crypto wealth, and payment services accessed through DeFinityX operate exclusively within licensed and supervised regulatory frameworks
  • Client funds, digital assets, and payment flows are held and processed by regulated counterparties, not by DeFinityX
  • DeFinityX acts as an independent coordination and access partner
  • Structuring access to appropriate regulated banking, custody, and payment solutions
  • Coordinating onboarding, documentation readiness, and sequencing
  • Aligning stakeholders across banking, custody, compliance, and settlement
  • Supporting governance, clarity, and operational oversight throughout engagement
  • This engagement model enables clients to benefit from institutional-grade security, regulatory oversight, and compliant execution while retaining flexibility across traditional and digital financial markets
Process

Private Banking & EMI Account Opening

Step-by-step overview for high-level enquiry, gated application access, and call scheduling.

1

Account Type Selection

Select Personal, Corporate, or Both to determine required fields and onboarding path.

2

Jurisdiction & Account Scope

Provide residence or incorporation, target jurisdictions, and private bank or EMI preference.

3

High-Level Client Details

Submit personal or corporate details and ownership context with a minimum 100 character overview.

4

Enquiry Submission

Automated confirmation, CRM entry, and NCNDA execution before progressing.

5

Gated Application Form

Access the full DeFinityX application form after submission.

6

Calendly Booking

Book a call and complete the application form before the meeting.

Start the Private Banking Process

Submit the high-level enquiry to unlock the full DeFinityX application form and proceed to NCNDA execution.

0 / 100+ characters

Submission does not constitute an offer or commitment and is subject to compliance approval.

Submit the enquiry and execute the NCNDA to unlock the full application form and scheduling.
Process

Crypto Private Wealth, Custody & OTC Transactions

Capture transaction intent, complete compliance context, and unlock regulated OTC onboarding.

1

Client Type Selection

Select Personal, Corporate, or Both to align compliance requirements.

2

Transaction Type Selection

Define buy or sell and fiat or crypto conversion requirements.

3

Transaction & Compliance Context

Provide size, jurisdictions, assets, timing, and source of funds context.

4

Enquiry Submission

Automated confirmation, CRM entry, and NCNDA execution before progressing.

5

Gated Crypto Documentation

Unlock and upload the Crypto KYC and Transaction Documentation pack.

6

Calendly Booking

Book a call after document upload confirmation.

Start the Crypto Wealth Process

Complete the enquiry to unlock Crypto KYC and Transaction Documentation and schedule a call.

0 / 100+ characters

Submit the enquiry and execute the NCNDA to unlock documentation and scheduling.
Process

Global Money Movement & Payment Services

Capture transfer intent, unlock the transfer form, and schedule compliance review.

1

Client Type Selection

Select Personal, Corporate, or Both to align documentation requirements.

2

Transfer Direction & Currency

Provide current country, currency held, destination, and purpose.

3

Client Information

Submit personal or corporate details and a minimum 100 character overview.

4

Enquiry Submission

Automated confirmation, CRM entry, and NCNDA execution before progressing.

5

Gated Transfer Form

Unlock the Money Services Transfer Form and upload the completed document.

6

Calendly Booking

Book a call after upload confirmation.

Start the Money Movement Process

Complete the enquiry to unlock the transfer form, upload requirements, and call scheduling.

0 / 100+ characters

Submit the enquiry and execute the NCNDA to unlock documentation and scheduling.

Download Reference Materials

Access to reference materials is locked. Complete the enquiry form and sign the NCNDA & Non-Solicitation Agreement to unlock downloads.

To access reference materials, you must:

  1. 1  Complete the enquiry form above
  2. 2  Sign the NCNDA & non-solicitation agreement

Reference materials are indicative only and may vary by jurisdiction, asset class, and transaction structure. Access to reference materials is provided via a secure environment and is subject to completion of the initial onboarding and confidentiality requirements. Materials are intended to support understanding and do not constitute an offer, advice, or commitment.

DeFinityX provides advisory, distribution, and onboarding coordination services only. It does not act as a bank, custodian, payment institution, or digital asset service provider. All regulated activities are performed by appropriately licensed counterparties.