Who Is It For?

YieldFi is designed for four core personas—each with a clear workflow and a dedicated entry point.

Capital Allocators

Family offices, DAOs, treasuries, asset managers, protocols, and HNWI/UHNWI use YieldFi to allocate capital without building a large in-house team or subscribing to fragmented third-party analytics tools. As a capital allocator, you get stable yield access with institutional-grade visibility: real-time NAV, performance history, liquidity profile, risk metrics (VaR/CVaR), and proof of reserves—so you can underwrite and monitor positions in real time, not quarterly.

Curators (a.k.a Asset Managers)

Curators use YieldFi Vaults to collect and manage capital onchain without standing up a traditional fund structure or carrying the same compliance and reporting overhead required for fund operations and NAV reporting. As a curator, you get a friendly interface, institutional rails for defi and cefi access and the ability to set tiered fees for your services. A composable ERC20 token and transparent performance layer helps you scale AUM—by letting allocators use the vault token as collateral across DeFi and evaluate returns, drawdowns, exposures, and liquidity in real time.

Distribution Partners

Wallets, Exchanges, Custodians, Fintechs, Banks, Wealth Tech Platforms and LP Networks integrate YieldFi to embed compliant yield products into their UX and earn distribution fees—without reinventing vault infrastructure, reporting, or risk tooling. As a distributor, you get an easy to integrate SDK and transparent commission structure. YieldFi products are designed to be self-custodial and permissionless in access, while remaining compliant at the product and distribution layer.

Portfolio Managers

Funds, risk teams, analysts, and CFO/treasury teams use YieldFi to analyze any set of wallets or yield bearing tokens for yield opportunities, exposure concentration, liquidity constraints, and risk. You care about benchmarking, missed-yield identification, and decision-grade risk intelligence—drawdowns, VaR/CVaR, and liquidity ladders—to manage portfolios with institutional discipline.