Host Jason Pereira catches up with Tyrone Ross, CEO of Turnqey Labs, a platform providing advisors with \"holdings intelligence\" for crypto assets. Turnqey delivers high-fidelity, audited on-chain data and tax lot reconciliation directly into tools like Morningstar and Wealthbox, allowing advisors to manage crypto with the same rigour as traditional portfolios. Ross highlights how Turnqey uses AI-ready APIs to modernize wealthtech and shares his vision for a future where traditional accounts are eventually replaced by digital wallet identifiers.
This episode is a must-listen for advisors and developers needing to bridge the gap between \"wild west\" crypto data and professional, compliance-heavy wealth management.
Episode Highlights:
00:00 Welcome and Guest Intro
00:39 Sprinkles Cupcakes Banter
01:47 What Turnqey Labs Does
03:38 API First Platform Strategy
05:41 AI Rebuild and Cost Savings
08:12 Advisor Onboarding Workflow
10:30 API Keys Over OAuth
12:15 Holdings Intelligence and Education
17:12 Founder Frustrations and Origin Story
18:37 Integration Value for WealthTech
23:13 Future Wallet-Based Accounts
25:55 Rapid Fire Closing Questions
29:45 Wrap Up and Sponsor Message
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Tyrone Ross’ LinkedIn
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