As bitcoin and cryptocurrency adoption grows, professional consulting services are becoming essential for investors, businesses, and institutions. Whether you need help with security, investment strategies, or institutional adoption, choosing the right consulting firm can make all the difference.
Read on to discover the top Bitcoin and crypto consulting services, their offerings, strengths, and weaknesses to help you make an informed decision.
TL;DR
- Bitcoin and crypto consulting services offer essential guidance on security, self-custody, and compliance.
- The Bitcoin Way focuses on self-sovereignty, personal cybersecurity, and strategic Plan B residency programs.
- Firms like BTC Sessions, Casa, CryptoConsultz, and Unchained provide diverse strengths, from education to advanced financial services and multi-signature security.
- Selecting the right consultant depends on your specific needs, technical comfort, and long-term financial objectives.
The Bitcoin Way 
The Bitcoin Way is a Bitcoin-focused consultancy that caters to individuals seeking greater control over their wealth. It’s known for its white-glove, privacy-first approach and commitment to helping its customers become sovereign bitcoin holders.
A consultation involves creating a tailored strategy that aligns with your specific goals, whether you’re a high-net-worth individual seeking to secure a lifetime of savings or an experienced Bitcoiner looking to improve their financial privacy.
The firm’s strength lies in its hands-on approach to security. The Bitcoin Way’s experts guide you step-by-step through setting up robust crypto self-custody solutions, ensuring you are the sole controller of your private keys.
While the firm’s laser focus on Bitcoin may not appeal to those interested in altcoins, it provides unparalleled expertise for anyone serious about making bitcoin a cornerstone of their financial future.
Services
- Personalized bitcoin strategy: One-on-one consultations to develop a tailored strategy that aligns with your financial goals.
- Self-custody setup: Expert guidance on setting up secure, multi-signature self-custody solutions.
- Education and training: Comprehensive education on Bitcoin’s fundamentals, security best practices, and the broader ecosystem.
- Plan B residency programs: Support for acquiring residency in Bitcoin-friendly jurisdictions.
Pros
- Tailored 1-on-1 coaching for all experience levels
- Strong focus on security and long-term holding
- Transparent pricing with no hidden fees
Cons
- Limited institutional services compared to competitors
BTC Sessions
BTC Sessions is one of the most well-known Bitcoin educators globally, operating primarily through educational media. Founded by Ben Perrin in 2016, the platform has evolved into a trusted source of practical guidance for newcomers and seasoned users alike.
While it doesn’t offer direct consulting in the traditional sense, its expansive content library and one-on-one coaching sessions provide a strong foundation for Bitcoin self-custody and use.
Services
- One-on-one training: Personalized video calls to answer your Bitcoin questions and guide you through the process of buying and securing your coins.
- Hardware wallet setup: Step-by-step assistance in setting up and using a hardware wallet.
- Privacy best practices: Guidance on how to use bitcoin privately and securely.
Pros
- Beginner-friendly, hands-on learning
- Free educational resources available
Cons
- Not as suited for advanced traders or institutions
Casa
Casa is a Bitcoin security solution for high-net-worth individuals and families, offering enterprise-grade multisignature (multisig) vaults and inheritance planning tools.
Unlike basic wallet providers, Casa’s model ensures no single point of failure, distributing key management across devices and trusted parties. Their flagship “Casa Gold” membership features a 3-of-5 multisig setup with optional inheritance locks, making it a good choice for long-term wealth preservation.
Casa’s focus on user-friendly design means anyone, regardless of technical skill, can secure bitcoin and stablecoins, plus seamlessly include inheritance planning.
Services
- Multi-signature wallets: A range of multi-sig solutions to fit different needs and budgets.
- Inheritance planning: A service to help you securely pass on your crypto assets to your loved ones.
- Private client services: A premium offering for high-net-worth individuals that includes personalized support and guidance.
Pros
- Industry-leading security for large bitcoin holders
- Seamless inheritance and estate planning tools
Cons
- Subscription-based model is an ongoing financial commitment
CryptoConsultz
For those whose interests extend beyond bitcoin into the vast universe of altcoins, DeFi, and NFTs, CryptoConsultz offers a broad-spectrum consulting service.
The firm positions itself as a comprehensive guide to the entire digital asset landscape. Their services are designed for both individuals looking to build a diversified crypto portfolio and businesses seeking to integrate blockchain technology or launch crypto-based projects.
Their one-on-one coaching covers a wide array of topics, from fundamental market analysis to navigating complex decentralized applications (dApps).
Services
- Personal crypto coaching: One-on-one coaching sessions to help you navigate the crypto market.
- Crypto portfolio management: Guidance on building and managing a diversified crypto portfolio.
- Business consulting: Assisting businesses in developing and implementing crypto-based solutions.
Pros
- Deep expertise in crypto regulations
- Helps businesses navigate legal complexities
Cons
- Potential for conflicts of interest as a multi-coin consultancy giving investment advice
Unchained
Unchained is a financial services company built on a foundation of collaborative custody. This innovative model allows clients to secure their bitcoin in a multi-signature vault where the client holds two of the three private keys.
This means the client always maintains ultimate control and Unchained can never move the funds without them. However, Unchained also holds a key, which they can use to co-sign transactions at the client’s request or help in a recovery process if the client loses one of their keys.
Services
- Collaborative custody: A multi-signature solution where you hold two of three private keys, giving you full control over your bitcoin.
- Bitcoin-backed loans: Borrow US dollars against your bitcoin without selling.
- IRA services: Hold bitcoin in a tax-advantaged retirement account.
Pros
- Non-custodial, secure financial services
- Competitive loan terms for bitcoin holders
- Trusted by high-net-worth and institutional clients
Cons
- Not as beginner-friendly as other options
Wrapping Up
Choosing the right Bitcoin and crypto consulting service is a crucial step on your journey to financial sovereignty. The decision hinges on your personal goals, technical comfort level, and overall investment philosophy.
Whether you need step-by-step self-custody coaching, secure cold storage, broad crypto strategy, or tailored inheritance solutions, these five industry leaders can help you take full control of your digital wealth.
As usual, you have to do your own research and choose the partner that best aligns with your financial goals.
