While many influencers still frame Bitcoin as “digital gold,” institutional finance is increasingly treating it as capital.
Understanding that shift — and the infrastructure developing around it — is now essential for advisors navigating the evolving financial landscape.
What Advisors Were Missing — Until Now
A moment from my recent interview with the co-founder of Bitcoin IRA, explaining why advisors were left without a clean, intermediary-safe framework — even after ETFs arrived.
For years, advisors had a rational hesitation.
Bitcoin ETFs made digital assets more familiar, but they didn’t address the real issue — advisors still lacked a clean, opt-in way to support client curiosity without changing their investment model, expanding scope, or introducing compliance friction.
Retail platforms moved fast. Regulation followed. Advisors were left without an alignment layer built for them.
Token Trust Advisors exists to support that gap — as an opt-in intelligence framework for advisors with 10 or 100 clients who want structure, context, and support when digital asset questions inevitably arise.
See how Token Trust can support your practice.
Starting options available from $1,500 annually.
Built for independent, fiduciary-minded financial professionals.
Token Trust partners with advisors who want to engage thoughtfully with the evolving digital asset landscape — without sales pressure, hype, or workflow disruption. Our approach focuses on clear alignment, helping advisors stay informed while allowing clients to engage only when they choose. Through our platform, advisors can offer clients access to Token Trust intelligence, education, and support — delivered directly and independently, so advisors maintain their role as trusted guides rather than product promoters.
Whether you serve 10 clients or 100+, each client can access Token Trust resources at their own pace, ensuring engagement remains entirely voluntary.
Annual Advisor Partnership License: $6,500
For firms serving fewer than 10 clients, customized licensing options are available upon request. Larger firms can also benefit from scalable partnership structures tailored to their needs.
Independent advisors
For those operating outside wirehouses, with discretion over client advice and a fiduciary mindset.
Curious about infrastructure
For professionals keen on understanding tokenized dollars, stablecoins, and on-chain financial infrastructure.
Values clarity over hype
For advisors who prioritize thoughtful conversations and long-term thinking over sales pitches.
Why this moment matters
The financial landscape is evolving rapidly. Capital is beginning to move towards tokenized dollars and on-chain financial infrastructure. Understanding these shifts early is crucial for building a differentiated and future-proof advisory practice.
A simple way for advisors
Advisors are increasingly asked about crypto and digital assets. That said, recent reports show that up to 80% of clients are searching for crypto guidance or leaving a firm without saying why. Token Trust offers independent financial intelligence your clients can choose to access on their own, without changing your advisory process. This provides opt-in education without altering your investment model, giving clients deeper context responsibly.
Why this model works
Token Trust is an independent financial intelligence platform focused on the Digital Dollar era—not an advisor, asset manager, or product provider. This means your firm does not provide crypto advice, recommend products, or alter its investment policy. Clients access our research independently, allowing advisors to remain focused on their core mandate. It’s client-initiated, educational, and involves no custody or portfolio involvement, ensuring advisors retain full ownership of client relationships.
Prefer to start with intelligence first?
Some advisors want to understand the digital asset transition before exploring deeper collaboration.
For that reason, Token Trust offers an Advisor Intelligence Starter — a private annual license designed for financial professionals who simply want clarity, context, and preparedness.
This option provides:
• On-going advisor-focused intelligence briefings
• Clear explanations of institutional capital movements
• Compliance-friendly talking points for client conversations
• Quarterly macro updates on the Digital Dollar shift
It is designed to support your existing workflow — without requiring any changes to how you serve clients.
Annual access: $1,500
Many advisors begin here before later expanding into a full Token Trust partnership.
