Wealthy Clients Demand Better Crypto Expertise from Advisors

A new report from CoinShares reveals that while wealthy investors are embracing digital assets more than ever, they’re also questioning whether their financial advisors are prepared for this shift.

In a survey of 500 high- and sub-high-net-worth individuals, 82% said they prefer to work with advisors who offer crypto guidance. However, nearly one-third expressed doubts about their advisors’ experience and ability to explain risks — a red flag in an increasingly crypto-native investment world.

CoinShares CEO Jean-Marie Mognetti noted that while investors are becoming more educated and active, they still want professional support — just not from someone who lags behind the curve. “They don’t want sales pitches,” he said, “they want strategic partners.”

Confidence in crypto continues to climb. Almost 90% of investors already holding digital assets plan to increase exposure in 2025. Over half engage with crypto markets daily, suggesting it’s no longer a fringe asset class but a central piece of their financial strategy.

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But the credibility gap remains wide. Many investors say they’d switch or seek out new advisors if those professionals could offer better crypto education, risk management tools, and access to regulated products like ETFs. In fact, these products are now more popular than centralized exchanges, according to the study.

For younger and less wealthy investors, crypto is seen as a bridge to upward mobility. But without trusted guidance, many turn to self-learning and online resources, leaving advisors on the sidelines.

As the market matures, the biggest challenge for financial professionals may not be understanding crypto — but proving they understand their clients.

Alexander Stefanov

With over 8 years of experience in the cryptocurrency and blockchain industry, Alexander is a seasoned content creator and market analyst dedicated to making digital assets more accessible and understandable. He specializes in breaking down complex crypto trends, analyzing market movements, and producing insightful content aimed at educating both newcomers and seasoned investors. Alexander has built a reputation for delivering timely and accurate analysis, while keeping a close eye on regulatory developments, emerging technologies, and macroeconomic trends that shape the future of digital finance. His work is rooted in a passion for innovation and a firm belief that widespread education is key to accelerating global crypto adoption.