- 82% of affluent investors are willing to work with advisors who have experience in cryptocurrencies.
- 55% consider knowledge of digital assets critically important, while 51% seek advisors who provide education.
- The majority of investors already own crypto assets and plan to increase their share in 2025.
Demand for Quality Crypto Advisory is Rising
CoinShares conducted a survey among 500 affluent investors, revealing a significant lack of trust in financial advisors regarding crypto investments. Despite 82% of respondents preferring to work with advisors knowledgeable in digital assets, some investors doubt their qualifications.
This is reported by Finway
According to the survey results, 29% of participants cited a lack of personal experience or the inability of advisors to explain risks as major concerns. At the same time, wealthy clients expect deeper engagement and strategic partnership from advisors, rather than just the sale of financial products.
The client no longer asks “what to buy”; they ask — “do you know the market as well as I do?”
Investors are Actively Integrating Cryptocurrencies into Their Portfolios
The CoinShares study confirmed a growing trust in cryptocurrencies among investors. 89% of those who already own digital assets plan to increase their share in 2025. More than half of the participants monitor the market daily, indicating a deep integration of the crypto industry into capital management strategies.
88% of respondents are already using the services of financial advisors, and among those who have not yet invested in cryptocurrencies, 78% are willing to engage an advisor, provided they specialize in digital assets. 55% of respondents consider knowledge of cryptocurrencies critically important, while 51% seek experts focused on education and clarification of complex issues.
A particularly active group is investors with capital under $1 million. For them, cryptocurrency is becoming a tool for financial mobility; however, due to a lack of qualified advisors, many have to acquire new knowledge independently.
Regulated financial products, such as ETFs and trusts, are becoming the preferred entry channel into the crypto market — chosen by 28% of respondents. In comparison, centralized exchanges are used by only 21% of those surveyed.