For Financial Advisors

Your clients hold Bitcoin.
Help them hold it properly.

White-label self-custody for financial advisors. Branded hardware, guided education, and expert support, so you can offer Bitcoin custody guidance without building a custody practice.

The advisory gap in Bitcoin custody

Your clients need help with self-custody. You need a way to provide it without taking on the operational burden or the liability.

Clients ask about Bitcoin custody, you can't help

Your clients hold Bitcoin on exchanges or in ETFs. They ask you how to take custody. You're not equipped to walk them through hardware wallets, seed phrases, and steel backups, and you shouldn't have to be.

Custody means liability

If you hold keys or recommend a specific custody setup and something goes wrong, that's on you. Self-custody guidance needs to come from specialists, not from the advisor relationship.

Building this in-house is a distraction

Hiring Bitcoin security specialists, sourcing hardware, building educational materials, training support staff. None of this is your core business. All of it takes months.

Clients are moving to self-custody anyway

The clients who figure out self-custody on their own stop coming to you for Bitcoin guidance. The ones who don't figure it out stay on exchanges and eventually lose money in the next custodial blowup.

What you get

A complete self-custody offering for your clients, branded to your firm, supported by specialists.

Branded self-custody kits

Hardware wallets and steel backups packaged under your firm's brand. Ship to clients as part of your advisory service.

Client education materials

Self-custody guides, threat model worksheets, and setup tutorials. Branded to your firm. Clients see your name, not ours.

Expert consultation hours

Your clients book sessions with verified self-custody experts who walk them through setup hands-on. You stay in the loop without being on the hook.

Inheritance planning support

Bitcoin inheritance is a blind spot for most estate plans. Our experts help your clients build succession protocols that work with their existing legal structures.

Your white-label toolkit

Three concrete products you can offer your clients under your brand, starting now.

FOSS Self-Custody Wizard

Our open-source Master Concierge walks users through self-custody step by step. Pick their hardware, their setup, their threat model, and get a tailored guide they can follow or share. Embed it in your platform under your brand, or link to a white-labeled version.

Configurable, shareable, free to use. No lock-in.

Butler Marketplace

Import our verified expert network into your platform. Filter by specialty, language, timezone, or device expertise. Your users book one-on-one sessions with real humans who walk them through setup hands-on.

Each butler sets their own rate. You take a platform cut. Zero support tickets on your side.

Custom Branded Hardware

Signing devices and steel backups sourced from manufacturers with verified supply chains, repackaged under your brand. Your logo, your packaging, your unboxing experience. We handle sourcing, tamper-evident sealing, and fulfillment.

ColdCard, SeedSigner, Jade, steel plates, entropy tools. All configurable per order.

How it works

1

We scope your client base

How many clients hold Bitcoin? What size stacks? What's their technical comfort level? We design a package that fits your practice.

2

You offer branded self-custody kits

Hardware, steel backups, and setup guides ship under your brand. Clients receive them as part of your advisory service.

3

Clients get expert hands-on help

Clients who need guidance book sessions with our verified experts. They get walked through setup, backup, and recovery testing. You stay informed without being the technical support.

Ready to talk?

Tell us about your practice and your clients. We'll scope a white-label package that fits.

Get in touch
We'll respond within 24 hours with a scoping proposal.
0/1000