Advisor Services
The Bitcoin
Platform for
Financial Advisors
Confidently advise your clients on Bitcoin
Bitcoin Only
Bitcoin is an asset class unto itself and demands its own place in the portfolio. We help you deeply understand Bitcoin such that you can intelligently advise your clients on the hard monetary asset for the 21st century.
Qualified Custodian
Your clients’ Bitcoin is held safely in a legal trust account under your client’s name. Customizable self and collaborative custody models can be established based on the advisor/client relationship.
Your Bitcoin Partner
We set the industry standard for Bitcoin educational content and research. Our client service is unmatched. Lean on Swan’s expertise to bolster your firm’s Bitcoin coverage and client account management.
Want to see a demo?
Enter your details below to schedule a meeting with a Swan Advisor Services representative.