MORALIS TECHNOLOGIES, LLC

Overview

Moralis Technologies, LLC is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects third‑party advisers and managers on behalf of clients. Moralis emphasizes active ESG considerations within its investment process and operates under a percentage-of-AUM fee model. Because Moralis acts as a selector of other advisers, its investment approach blends internally managed strategies with allocations to outside managers and funds. The firm appears to favor exchange‑listed securities and pooled vehicles for core exposure while using third‑party specialists for niche or illiquid strategies. Its registration in 2021 and owner-type profile indicate a relatively young, independently run RIA that combines direct portfolio management with outsourcing when specialized expertise or access is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices