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

Turnqey Labs

LinkedIn - Tyrone Ross’ LinkedIn

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