As cryptocurrency becomes increasingly embedded in global finance, businesses, institutions, and high-net-worth individuals are increasingly seeking expert guidance from consultancies.
Hiring the right consultant for SMBs means finding a partner whose expertise aligns with your objectives, from institutional adoption and secure Bitcoin self-custody to new project launches and residency and inheritance planning.
This guide lists a mix of consultancies, custody providers, and advisory-led service firms that offer hands-on guidance alongside technical and financial infrastructure.
Key Takeaways
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The Bitcoin Way
The Bitcoin Way is a Bitcoin-focused consultancy that works with individuals, families, and businesses to secure their BTC through non-custodial, privacy-focused solutions, while also improving personal cybersecurity. The advisory firm also offers alternative residency and inheritance planning services.
Clients work directly with specialists to understand self-custody, operational security, and long-term sovereignty.
Core Services
- Individuals and organisations receive guided Bitcoin self-custody training, with sessions covering hardware wallets, multisig setups, and private key management.
- The Bitcoin Way offers Bitcoin wallet recovery services, helping clients restore access to inaccessible wallets.
- Clients receive on-demand support and ongoing assistance with device maintenance, updates, and security practices.
- The Bitcoin Way supports its clients in exploring Plan B residencies, including alternative residency options in BTC-friendly jurisdictions.
The Bitcoin Adviser
The Bitcoin Adviser focuses on helping families, individuals, and institutions preserve and transfer Bitcoin wealth through structured estate planning and collaborative custody. The consultancy offers education, non-custody solutions, and planning frameworks designed to reduce friction during inheritance events.
Core Services
- The Bitcoin Adviser offers a non-custodial multi-sig vault where clients retain majority control of their BTC through two of the three keys, while the Bitcoin Adviser holds a third solely to assist with eliminating single points of failure.
- The consultancy supports estate planning, building clear access plans that guide trustees and heirs through the inheritance process to confidently manage their assets.
- It offers plain-language, personalized coaching and a security hub with practical tools and family-friendly resources.
Casa
Casa provides self-custody solutions for Bitcoin and a number of other digital assets through its multisignature vault system. Its services extend to individuals and institutions.
Core Services
- Casa uses a multisig setup. Clients can distribute keys across different physical locations and devices.
- The firm offers a built-in inheritance plan, which allows users to safely designate a beneficiary.
- Casa provides one-on-one support to help with onboarding, device setup, and troubleshooting, with regular updates to keep clients informed.
Unchained
Unchained is a Bitcoin financial services provider that specializes in high-security cold storage and integrated financial products. Their core philosophy is built on “collaborative custody,” which allows clients to maintain control of their BTC while benefiting from the support and advanced security infrastructure of a professional firm.
Core Services
- Through its collaborative multisig vaults, the client holds two keys. Unchained holds one and can act as a recovery partner in case of loss.
- The firm’s Signature tier offers a more personalized experience with one-on-one consultations and dedicated support to walk with clients.
- Unchained also offers inheritance and estate planning services, providing the technical and legal framework to help heirs take possession of Bitcoin after a death.
Onramp Bitcoin
Onramp Bitcoin is a financial services firm that specializes in Multi-Institution Custody (MIC). They aim to eliminate the risks associated with traditional single-institution custody by distributing control across multiple world-class entities. This ensures that even if one institution faces a failure, client assets remain secure and accessible.
Core Services
- Onramp uses a vault system in which keys are held by multiple institutions, designed to reduce single points of failure in custody arrangements.
- The firm provides Bitcoin-backed loans, alongside secure investment vehicles.
- Onramp provides an integrated dashboard where users can set up a legally and technically sound inheritance plan.
CryptoConsultz
CryptoConsultz is a specialized consultancy firm focused on blockchain and digital asset education, security, and advisory services. The company provides accessible cryptocurrency education and caters to both individuals and established corporations.
Core Services
- CryptoConsultz offers personalized coaching on blockchain technology and wallet setup, helping users understand the “why” and “how” of their investments.
- Individuals receive security training on protecting their investments and developing strategies to mitigate the risk of theft or loss.
- The firm helps traditional businesses adopt cryptographic technologies and provides strategic resources for blockchain companies.
iMi Blockchain Experts
iMi Blockchain Experts is a Swiss-based consultancy specializing in Distributed Ledger Technology (DLT), blockchain, and cryptography.
The consultancy serves as a bridge between complex decentralized technologies and practical business applications, offering a trifecta of services: consulting, education, and technical development.
Core Services
- iMi creates a clear path for DLT adoption tailored to specific business goals.
- The firm supports businesses in connecting blockchain solutions with existing enterprise software and advises on crypto payment implementations.
- They guide companies through the practical realities of operating under Swiss blockchain and financial regulations, translating legal requirements into policies, processes, and documentation.
Final Thoughts
Bitcoin and crypto consulting now spans across personal security, family inheritance, corporate treasury management, legal compliance, and institutional custody. The firms in this list reflect that range, from educators who help individuals securely set up their first multisig wallet, to multi-institution platforms designed for large balance sheets and formal governance.
Choosing a consultant should start with a clear view of your own risk, scale, and long-term goals. A family setting up inheritance plans will need a very different partner than a company integrating digital assets into its operations, or a fund looking for structured custody and lending. In short, the best choice for you will ultimately depend on your personal requirements and goals.
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Frequently Asked Questions
1. Why should SMBs hire a Bitcoin or crypto consultant?
SMBs should hire a Bitcoin or crypto consultant to gain expert guidance on secure Bitcoin self-custody, regulatory compliance, and integrating digital assets into business operations. Consultants help align strategies with business goals while reducing risks.
2. What services do Bitcoin and crypto consultants typically offer?
Bitcoin and crypto consultants offer services such as multisig custody setup, private key management, inheritance and estate planning, blockchain integration, and security training. Many also provide ongoing support and advisory services.
3. How do businesses choose the right crypto consultant?
Businesses should choose a crypto consultant based on their specific needs, such as security, inheritance planning, or digital asset integration. The right partner will align with the company’s scale, risk tolerance, and long-term goals.
