XBTO tailors personalized solutions and services for clients with complex financial needs by identifying qualified customers based on their professional designations, income, net worth, and financial expertise.
- High-Income Individuals - Earned personal or joint (with spouse) income exceeding $200,000/$300,000 respectively in each of the past two years, and expect to maintain similar income this year.
- High Net Worth Individuals - Individual or joint (with spouse) net worth exceeds $1 million this year, excluding primary residence and insurance benefits.
- Sophisticated Individuals - Have substantial financial/business knowledge and experience, particularly with digital assets.