Jake Claver is an American entrepreneur, investor, and family office professional who specializes in the digital assets and blockchain industry. He is the founder of the Digital Ascension Group family office and the Registered Investment Advisor (RIA) firm Digital Wealth Partners. Claver also serves as the chief executive officer of Syndicately, an investment management platform for Special Purpose Vehicles (SPVs), and is the co-author of the book Wealth in Numbers, a guide to SPVs. ^{[1] [2]}

Early Life

Jacob "Jake" Claver was born in Dallas, Texas, and resided in Rowlett, Texas, during his youth. He graduated from high school in 2009. In his teenage years, Claver was an active junior golfer and a member of the Ewing Automotive Northern Texas PGA (NTPGA) Junior Tour. A notable achievement from his time as a youth athlete was scoring a 69 during golf tryouts on his 15th birthday. His interests outside of golf during this period included art. Based on his 2009 high school graduation year, his estimated year of birth is 1991. ^[3]

Education

Claver began his higher education at Dallas College, where he studied from 2009 to 2011. He earned an Associate of Arts and Sciences (A.A.S.) degree in Business Administration and Management, General. Following his associate degree, he attended the University of North Texas from 2012 to 2015. He graduated with a Bachelor of Business Administration (B.B.A.), with a focus in Finance and Financial Management Services. ^[2]

His social media profiles on Facebook and Instagram use the handle "jakeclaverqfop," which indicates an association with the Qualified Family Office Professional (QFOP) designation, a credential related to his work in family office management. ^[2]

Career

Claver's professional career began in traditional sales before he transitioned into entrepreneurship within the finance and digital asset sectors. ^[2]

Early Sales Career

From April 2014 to June 2019, Claver worked at Fastenal Company, an industrial supply company. He held several sales positions, starting as an Outside Sales Representative before moving into management roles. His roles included Sales Manager from September 2015 to September 2016 and Outside Sales Manager from October 2016 until his departure in June 2019. Following his time at Fastenal, he worked in outside sales for Global Bearings & Transmission Ltd from July 2019 to January 2022. ^[2]

Entrepreneurship and Finance

Claver has founded and led several companies at the intersection of traditional finance, family offices, and blockchain technology. His work focuses on integrating digital assets into wealth management strategies for high-net-worth individuals and families. ^{[1] [2]}

Digital Ascension Group

Claver is the founder and Director of the Digital Ascension Group, a multi-family office based in Dallas, Texas. ^{[1] [2]} The firm's stated purpose is to provide specialized family office services for high-net-worth (HNW) individuals and families with a focus on cryptocurrency and digital assets. It aims to combine principles of traditional finance with expertise in the digital asset space to help clients manage wealth, mitigate risk, and establish multi-generational legacies. Claver also serves as a consultant on reimagining family office models to incorporate blockchain and Web3 technologies. ^{[1] [2]}

Digital Ascension Group lists its services for private clients and other family offices as:

• Wealth Management: Building investment portfolios that are aligned with client goals and utilize institutional-grade custody solutions.
• Digital Asset Custody: Providing secure and insured institutional-grade custody for digital asset portfolios.
• Family Office Concierge: A comprehensive service for managing wealth, lifestyle, and legacy planning.
• Private Consultation: Offering direct, one-on-one consultations with the firm's team.
• Impact Investing: Integrating client principles into investment decisions, including sustainable investments and philanthropy with impact tracking.
• Security & Privacy: Providing expertise in cybersecurity and data protection to address threats such as cyberattacks and regulatory changes.
• Strategic Planning: Assisting clients in building new family offices or refining existing operations based on global best practices.

To provide regulated services, Digital Ascension Group is affiliated with two other entities founded by Claver. Investment advisory services are handled by Digital Wealth Partners, a Registered Investment Adviser (RIA) firm, while insurance-related services are managed through Xure Legacy, a licensed insurance agency. ^[1]

Syndicately

Claver is the chief executive officer of Syndicately, an investment management platform designed for creating and managing Special Purpose Vehicles (SPVs). An SPV is a legal entity created for a specific, narrow objective, often to isolate financial risk. In the context of venture capital and private equity, syndicates of investors use SPVs to pool capital for a single investment. Syndicately's platform is designed to manage private market deals through these vehicles, with a specific focus on the tokenization of assets. Asset tokenization is the process of converting rights to an asset into a digital token on a blockchain, which can facilitate fractional ownership and increase liquidity. ^[2]

Digital Wealth Partners

Claver is the founder of Digital Wealth Partners, a Registered Investment Advisor (RIA) firm. This firm specializes in digital assets and provides the regulated investment advisory services for the Digital Ascension Group family office. ^{[1] [2]}

Beyond Broke

Claver is also listed as the chief executive officer of Beyond Broke, a role he has held since July 2021. His verified X (formerly Twitter) account handle is @beyond_broke, which is associated with this venture. ^[2]

Notable Interviews and Media Appearances

Claver maintains a media presence through his Substack newsletter, Strategic Wealth Briefing with Jake Claver, QFOP, which covers topics such as finance, Web3 technology, and wealth management for over 518,000 subscribers. He also uses the platform to host interviews, such as a November 9, 2023, discussion with Martin Hiesboeck of Uphold about crypto banking services. ^[4]

He has appeared as a guest on various media outlets and at industry events, including:

• NYSE Fintech TV (2025): Claver was interviewed on Fintech TV in a segment filmed at the New York Stock Exchange studio as part of a media tour. ^[5]
• The Rhonda Swan Show: He was a featured guest on Season 10, Episode 8 of The Rhonda Swan Show: Wake Up NYC Edition, a program profiling entrepreneurs that is syndicated on USA Today. ^[5]
• The Wallstreet Minute: Claver was featured on the first episode of The Wallstreet Minute, a one-minute broadcast segment that has aired on networks including Bloomberg, CNBC, and FOX Business. ^[5]
• USA-UAE Alliance Summit (March 2024): Claver participated in the USA-UAE Alliance Summit. ^[4]
• Full Signal by Max Avery (November 2023): Claver was interviewed by Max Avery for his Substack and YouTube channel on the topic of "Legacy Planning & Asset Protection for Crypto Wealth." ^[4]

Publications and Expertise

Claver has contributed to literature on financial structures and develops educational content related to his field of expertise. His work centers on adapting legacy financial structures, such as family offices, to the modern technological landscape of blockchain and digital assets. ^[2]

Wealth in Numbers

Claver is the co-author of the book Wealth in Numbers. The book is described as a guide to understanding and utilizing Special Purpose Vehicles (SPVs), a topic central to his work with the Syndicately platform. ^[2]

Areas of Expertise

Claver's professional focus is on family office management, the integration of digital assets into long-term wealth strategies, and the application of blockchain technology to traditional finance. He develops educational programs designed to help family offices and their advisors navigate the transition to these new technologies for the purpose of sustainable, multi-generational wealth preservation. ^[2]