Most wealthy investors prefer a financial advisor with crypto expertise, but nearly one-third flag concerns over credibility and risk transparency.
CoinShares International Limited (“CoinShares” or the “Company”) , a global investment firm specializing in digital assets, released findings from its latest investor sentiment study, revealing a significant credibility gap facing financial advisors: while a majority of wealthy investors seek expert guidance on digital assets, many remain skeptical of their advisor’s ability to provide it.
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The survey, which polled 500 investors including high-net worth and sub-high-net worth individuals, found that 82% would be more inclined to work with a financial advisor who offers crypto-related investment guidance. Yet, 29% say they would view a lack of personal experience with digital assets or recommending digital asset products without risk explanation as major red flags, raising concerns about advisors’ preparedness to support this growing client demand.
“Digital asset adoption is advancing rapidly among investors who are self-educated and actively involvedbut that doesn’t mean they want to go it alone,” said Jean-Marie Mognetti, CEO of CoinShares. “They’re looking for advisors who can serve as strategic partners, not product pushers. There is a significant opportunity for advisors who invest in their own credibility to differentiate themselves in a competitive market. CoinShares stands ready to support advisors with the depth of its research team and a comprehensive library of insights.”
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Key insights from the study:
- Investors are bullish on crypto: 89% of current digital asset holders including HNW investors plan to increase exposure to the asset class in 2025. Over half monitor or trade crypto at least daily, suggesting crypto is now a core part of their wealth strategy.
- Investor trust is conditional; digital asset expertise is now table stakes: 88% of crypto investors already work with a financial advisor, and 78% of non-crypto investors would do so if their advisor offered credible digital asset support. Similarly, 55% of respondents say it is “extremely important” for financial advisors to have digital asset knowledge, and 51% say they would specifically seek out advisors who provide crypto education.
- Crypto is becoming a tool for wealth mobility: Sub-high-net-worth investors are more likely than their wealthier peers to say they plan to increase their crypto exposure in the near future (39% vs. 13%). However, they face steeper information and access barriers; many are teaching themselves, using public tools and platforms to navigate complex markets often built for institutional players.
- Investors want more than basic knowledge: Investors want advisors to serve as educators, risk managers, and gatekeepers to secure investment vehicles such as crypto ETFs and trusts. The most valued advisor roles include risk management (54%), access to compliant vehicles like crypto ETFs and trusts (54%), and custody and security guidance (51%).
- Regulated products are the preferred gateway: Investors favor digital asset vehicles like ETFs and trusts for their security and regulatory oversight. 28% of investors use these regulated investment products, more than the 21% who invest through centralized exchanges.
“As the digital asset landscape matures, the advisor-client relationship will be defined by credibility,” added Mognetti. “Investors aren’t just asking ‘what should I buy?’ They’re asking ‘do you understand this space as well as I do?'”
This research builds upon CoinShares’ February 2025 study of U.S.-based financial advisors, providing a comparative look at how investors and advisors are aligned and where they have differing views on the future of digital asset investing. Together, the studies highlight a shared interest in crypto, but some disconnect between the two audiences on trust, risk, and communication.
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The CoinShares survey was fielded in April 2025 and polled 500 wealthy investors: 250 sub-high-net-worth investors (US adults with between $500,000 and $999,999 in investable assets) and 250 high-net-worth investors (US adults with $1M+ in investible assets). The survey results are subject to a margin of error of ±4.4%, adhering to rigorous standards of statistical reliability.
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Source – prnewswire
