The growing mainstream adoption of bitcoin and other cryptocurrencies has introduced new layers of complexity and risk potential to digital wealth management.
This has opened the door for firms to provide specialized Bitcoin consulting services that help individuals and businesses securely buy and store BTC, improve their crypto knowledge, and manage their digital wealth.
In this guide, we’ll explore seven of the best Bitcoin and crypto consulting firms, their target users, core services and solutions, as well as their respective strengths and weaknesses.
Quick Overview
Bitcoin consultancies help with a range of Bitcoin-related matters, such as guiding investors on how to securely store, protect, and manage their BTC with expert advice on self-custody, inheritance planning, and privacy strategy.
The Bitcoin Way stands out for its comprehensive services, which include Bitcoin self-custody, inheritance planning, personal cybersecurity, and Plan B residency solutions.
Other notable consultancy firms in the space include The Bitcoin Advisor, BTC Sessions, Casa, Unchained, 21st Capital, and Onramp Bitcoin.
The Bitcoin Way
The Bitcoin Way is a Bitcoin-focused consultancy that supports businesses, families, and individuals in securing their Bitcoin holdings, strengthening personal cybersecurity, and planning strategic Plan B residencies.
Established in the aftermath of the FTX collapse by seasoned Bitcoin professionals, the firm focuses on hands-on learning to help clients achieve financial sovereignty by mastering Bitcoin self-custody and security best practices. Clients can schedule a free 30-minute consultation to discuss their needs and get personalized support.
Target User
The Bitcoin Way is ideal for those focused on generational wealth, inheritance planning, and long-term sovereignty. This includes businesses, family offices, and Bitcoin-native professionals looking for privacy-focused non-custodial solutions for custody, treasury management, and operational security.
Core Services & Solutions
The Bitcoin Way offers multiple services and solutions, including:
Bitcoin self-custody training: Personalized training sessions designed to teach clients how to confidently and securely manage their Bitcoin, from hardware wallet setup to private key management.
Bitcoin wallet recovery: The company helps clients troubleshoot and restore access to wallets they can no longer access.
On-demand support: The Bitcoin Way offers on-demand client support for assistance with device maintenance, security best practices, and software updates.
Personal cybersecurity: Clients are provided with the privacy tools and skills needed to protect their personal data from online threats.
Plan B residency program: The consultancy helps clients secure alternative residency options in Bitcoin-friendly locations that guarantee freedom and flexibility.
The Bitcoin Adviser
Launched in 2016, The Bitcoin Adviser helps families, individuals, and institutions to manage, preserve, and secure their Bitcoin wealth through Bitcoin estate planning and collaborative custody.
The consultancy provides a personalized approach, using technology, custody solutions and educational resources to help clients secure their BTC holdings and plan for inheritance.
Target User
The Bitcoin Adviser is good for families focused on estate planning and more experienced BTC holders.
Core Services & Solutions
Here are some services offered by The Bitcoin Adviser:
Bitcoin education: The consultancy provides educational services designed to help clients and their beneficiaries understand the mechanics of Bitcoin.
Bitcoin estate planning: Provides guidance for integrating Bitcoin into your estate plan, ensuring your assets are passed on to beneficiaries securely.
Collaborative custody: The firm combines the security of a multi-signature Bitcoin wallet with the reassurance of a trusted third party holding one key, ensuring a seamless transfer of assets to beneficiaries in unforeseen circumstances.
Financial advisers: It offers partnership opportunities designed to give financial advisers the tools needed to guide clients through the complexities of Bitcoin investment.
BTC Sessions
Established in 2016, BTC Sessions is a Bitcoin-only educational platform led by Ben Perrin.
Rather than acting as a traditional consultancy, the platform offers accessible Bitcoin education and teaches individuals and organizations how to safely acquire, use, and understand the mechanics of Bitcoin.
Target User
BTC Sessions is ideal for anyone looking to master Bitcoin fundamentals, from beginners to advanced BTC holders, through engaging video content.
Core Services & Solutions
The platform offers the following services to clients:
Educational content: Features step-by-step instructions on wallet setup, privacy tools, and transaction processes.
One-on-one coaching sessions: Offers personalized coaching sessions tailored to the client’s needs, covering topics such as wallet setup and secure storage practices.
Weekly Bitcoin tutorial: Offers weekly tutorials covering a wide range of Bitcoin-related topics.
Casa
Casa, founded in 2018, provides self-custody solutions for Bitcoin and other crypto assets, including ETH, USDT, and USDC, through its proprietary multi-key vault system.
Its services cater to individuals and institutions, offering services such as inheritance planning and shared accounts.
Target User
Casa is suited to governments, individuals, and organizations looking for self-custody solutions for key altcoins as well as Bitcoin.
Core Services & Solutions
Here are a few services you can expect from Casa:
Government solutions: Designed to help governments safeguard their reserves with true sovereignty.
Inheritance planning: The consultancy helps families establish a secure plan to pass on Bitcoin and other digital assets.
Multi-signature vaults: Assets are shielded behind distributed keys housed in separate locations for maximum resilience.
Unchained
Unchained is a Bitcoin-only financial services and consulting firm founded in 2016 on the foundation of collaborative custody.
While Unchained Signature is its core product, the consultancy offers other services, including BTC-backed loans, inheritance planning, security, and vaults.
Target User
Unchained is best suited to security-conscious businesses and individuals who are comfortable with KYC, want multisig custody, and value integrated financial services.
Core Services & Solutions
So, what services and solutions does Unchained offer?
Bitcoin-backed loans: Clients can use their bitcoin holdings as collateral to borrow US dollars without selling their BTC.
Collaborative custody: Offers a multi-sig solution where multiple keys, including your own private keys, are required to authorize funds.
Trading desk: Clients can purchase bitcoin directly into their cold storage vaults, bypassing custodial exchanges.
21st Capital
21st Capital is a Bitcoin-focused consultancy that helps individuals and businesses to achieve financial sovereignty through Bitcoin.
Its key services include the Smart Vault product and tailored solutions such as inheritance planning. Additionally, the platform provides advanced Bitcoin research and analytics through its Bitcoin Intelligence service.
Target User
21st Capital is best suited for high‑net‑worth individuals and business clients seeking access to Bitcoin intelligence, secure storage solutions, and inheritance planning guidance.
Core Services & Solutions
Below are 21st Capital’s core services:
21st elite: A white glove service offering dedicated account managers, expert research, full Smart Vault onboarding support for clients, and same‑day response.
Bitcoin intelligence: A subscription service offering advanced on‑chain data, macroeconomics, derivatives signals, and proprietary models for unmatched Bitcoin insights.
Smart Vault: A multi‑signature custody solution that includes timelocks and recovery paths so your BTC remains safe and accessible.
Onramp Bitcoin
Onramp Bitcoin is a Bitcoin-only asset management firm that has served high-net-worth individuals, family offices, institutions, and corporate treasuries with institutional-grade solutions since 2023.
Besides being an asset management firm, the consultancy is also focused on education. It provides a suite of bitcoin resources, including in-depth research, video content, and analytic tools.
Target User
Onramp Bitcoin is built for corporate treasuries, family offices, high-net-worth individuals, and institutions.
Dynasty trusts: Offers private trust structures for long-term Bitcoin security and legacy planning.
Guardian services: The solution adds various layers of security around a client’s Onramp multi-institution custody vault to protect their bitcoin from unauthorized withdrawals.
Multi‑institution custody: A two-out-of-three multisignature vault model where three independent institutions hold separate keys, ensuring no single entity can move funds on its own.
The Bottom Line
Bitcoin’s promise of financial freedom comes with a learning curve. The right consultancy can help you secure your holdings, build long-term sovereignty, and make informed decisions about storage and privacy.
If you’re looking for a consultancy with a personalized, education-centred approach that covers everything from self-custody to inheritance planning to Plan B residency, The Bitcoin Way is an excellent choice.
For those seeking more specialized services, such as integrated financial products, multi-asset support, or collaborative custody, consultancies like Unchained, Casa, and 21st Capital may be a suitable fit for your goals.
