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Top 7 Bitcoin & Crypto Consultants You Can Hire in 2026


As cryptocurrency becomes increasingly embedded in global finance, businesses, institutions, and high-net-worth individuals are increasingly seeking expert guidance from consultancies.

Hiring the right consultant for SMBs means finding a partner whose expertise aligns with your objectives, from institutional adoption and secure Bitcoin self-custody to new project launches and residency and inheritance planning. 

This guide lists a mix of consultancies, custody providers, and advisory-led service firms that offer hands-on guidance alongside technical and financial infrastructure.

Key Takeaways

  • Crypto consulting now spans personal security, inheritance planning, corporate treasury management, and institutional custody, offering guidance across multiple use cases.
  • Choosing the right consultant depends on your risk, scale, and long-term goals, whether for individuals, families, or businesses.
  • Top firms provide services like Bitcoin self-custody, multisig security, estate planning, and blockchain adoption, helping clients manage and protect digital assets.
  • The right partner aligns technical, financial, and regulatory expertise with your objectives, ensuring secure and strategic use of cryptocurrency.

The Bitcoin Way

The Bitcoin Way is a Bitcoin-focused consultancy that works with individuals, families, and businesses to secure their BTC through non-custodial, privacy-focused solutions, while also improving personal cybersecurity. The advisory firm also offers alternative residency and inheritance planning services.

Clients work directly with specialists to understand self-custody, operational security, and long-term sovereignty. 

Core Services

  • Individuals and organisations receive guided Bitcoin self-custody training, with sessions covering hardware wallets, multisig setups, and private key management.
  • The Bitcoin Way offers Bitcoin wallet recovery services, helping clients restore access to inaccessible wallets. 
  • Clients receive on-demand support and ongoing assistance with device maintenance, updates, and security practices. 
  • The Bitcoin Way supports its clients in exploring Plan B residencies, including alternative residency options in BTC-friendly jurisdictions.

The Bitcoin Adviser

The Bitcoin Adviser focuses on helping families, individuals, and institutions preserve and transfer Bitcoin wealth through structured estate planning and collaborative custody. The consultancy offers education, non-custody solutions, and planning frameworks designed to reduce friction during inheritance events.

Core Services

  • The Bitcoin Adviser offers a non-custodial multi-sig vault where clients retain majority control of their BTC through two of the three keys, while the Bitcoin Adviser holds a third solely to assist with eliminating single points of failure.
  • The consultancy supports estate planning, building clear access plans that guide trustees and heirs through the inheritance process to confidently manage their assets.
  • It offers plain-language, personalized coaching and a security hub with practical tools and family-friendly resources.

Casa

Casa provides self-custody solutions for Bitcoin and a number of other digital assets through its multisignature vault system. Its services extend to individuals and institutions.

Core Services

  • Casa uses a multisig setup. Clients can distribute keys across different physical locations and devices.
  • The firm offers a built-in inheritance plan, which allows users to safely designate a beneficiary.
  • Casa provides one-on-one support to help with onboarding, device setup, and troubleshooting, with regular updates to keep clients informed.

Unchained

Unchained is a Bitcoin financial services provider that specializes in high-security cold storage and integrated financial products. Their core philosophy is built on “collaborative custody,” which allows clients to maintain control of their BTC while benefiting from the support and advanced security infrastructure of a professional firm.

Core Services

  • Through its collaborative multisig vaults, the client holds two keys. Unchained holds one and can act as a recovery partner in case of loss.
  • The firm’s Signature tier offers a more personalized experience with one-on-one consultations and dedicated support to walk with clients.
  • Unchained also offers inheritance and estate planning services, providing the technical and legal framework to help heirs take possession of Bitcoin after a death.

Onramp Bitcoin

Onramp Bitcoin is a financial services firm that specializes in Multi-Institution Custody (MIC). They aim to eliminate the risks associated with traditional single-institution custody by distributing control across multiple world-class entities. This ensures that even if one institution faces a failure, client assets remain secure and accessible.

Core Services

  • Onramp uses a vault system in which keys are held by multiple institutions, designed to reduce single points of failure in custody arrangements.
  • The firm provides Bitcoin-backed loans, alongside secure investment vehicles.
  • Onramp provides an integrated dashboard where users can set up a legally and technically sound inheritance plan.

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CryptoConsultz

CryptoConsultz is a specialized consultancy firm focused on blockchain and digital asset education, security, and advisory services. The company provides accessible cryptocurrency education and caters to both individuals and established corporations.

Core Services

  • CryptoConsultz offers personalized coaching on blockchain technology and wallet setup, helping users understand the “why” and “how” of their investments.
  • Individuals receive security training on protecting their investments and developing strategies to mitigate the risk of theft or loss.
  • The firm helps traditional businesses adopt cryptographic technologies and provides strategic resources for blockchain companies.

iMi Blockchain Experts

iMi Blockchain Experts is a Swiss-based consultancy specializing in Distributed Ledger Technology (DLT), blockchain, and cryptography.

The consultancy serves as a bridge between complex decentralized technologies and practical business applications, offering a trifecta of services: consulting, education, and technical development.

Core Services

  • iMi creates a clear path for DLT adoption tailored to specific business goals.
  • The firm supports businesses in connecting blockchain solutions with existing enterprise software and advises on crypto payment implementations. 
  • They guide companies through the practical realities of operating under Swiss blockchain and financial regulations, translating legal requirements into policies, processes, and documentation.

Final Thoughts

Bitcoin and crypto consulting now spans across personal security, family inheritance, corporate treasury management, legal compliance, and institutional custody. The firms in this list reflect that range, from educators who help individuals securely set up their first multisig wallet, to multi-institution platforms designed for large balance sheets and formal governance.

Choosing a consultant should start with a clear view of your own risk, scale, and long-term goals. A family setting up inheritance plans will need a very different partner than a company integrating digital assets into its operations, or a fund looking for structured custody and lending. In short, the best choice for you will ultimately depend on your personal requirements and goals.

Questions about our small business coaching for entrepreneurs? Connect with our business coach now.

Frequently Asked Questions

1. Why should SMBs hire a Bitcoin or crypto consultant?

SMBs should hire a Bitcoin or crypto consultant to gain expert guidance on secure Bitcoin self-custody, regulatory compliance, and integrating digital assets into business operations. Consultants help align strategies with business goals while reducing risks.

2. What services do Bitcoin and crypto consultants typically offer?

Bitcoin and crypto consultants offer services such as multisig custody setup, private key management, inheritance and estate planning, blockchain integration, and security training. Many also provide ongoing support and advisory services.

3. How do businesses choose the right crypto consultant?

Businesses should choose a crypto consultant based on their specific needs, such as security, inheritance planning, or digital asset integration. The right partner will align with the company’s scale, risk tolerance, and long-term goals.

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PowerBI with SQL server | Guide On PowerBI with SQL server


PowerBI with SQL Server- Table of Content

What is Power BI?

Power BI is indeed a set of software tools, applications, and interfaces which works together to transform disparate data sources into logical, visualizations, and engaging information. The information could be in the form of an Excel spreadsheet or even a set of blended data warehouses which are both cloud-based and on-premises. Power BI makes it simple to link to various data sources, display and uncover what matters, and share your findings with whomever you choose.

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Power BI’s elements:

Beginning with the three fundamentals, Power BI is made up of various components working together:

  • Power BI Desktop for Windows is a desktop app.
  • The Power BI service is a cloud-based SaaS (Software as a Service) application.
  • In iOS, Windows, & Android smartphones, there are Power BI mobile apps.

Power BI Desktop, the platform, as well as the mobile applications, are all intended to help you generate, distribute, and utilize market intelligence in the most efficient way possible.Apart from them, Power BI has two more characteristics: the Power BI Report Builder, which allows you to create paginated reports that you can distribute through the Power BI service, and the Power BI Data Warehouse. On-premises data server powered by Power BI. After developing your Power BI reports in Power BI Desktop, you may upload them to Power BI Report Server, a report server.Power BI's elements

The Benefits of Power BI

Power BI has a number of features that set it apart from other analytical tools:

  • It has both a cloud-based and a desktop interface.
  • Data warehousing, analytic tools, and interactive dashboards are some of the features available.
  • Customized visualizations can be loaded.
  • It’s simple to scale throughout the entire company.

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What is SQL Server?

SQL (Structured Query Language) is a crucial skill in the field of data science, and it’s quite simple to master. Most people, however, overlook the fact that SQL is more than just generating queries, but that’s only the first step. It’s a different matter to ensure that inquiries are efficient or even that they match the environment in which you’re working.

Microsoft’s SQL Server is a relational database management system (RDBMS). It was created largely to compete with the MySQL and Oracle databases. The standard SQL language is supported by SQL Server. T-SQL, SQL Server’s own version of a SQL language, is included (Transact-SQL).  T-SQL stands for Transact-SQL, a Microsoft proprietary language. It also has the ability to declare variables, handle exceptions, and run stored procedures, among other things. Another important interface tool for SQL Server is SQL Server Management Studio (SSMS), which works in both 32-bit and 64-bit settings.

SQL Server helps to run several services at the same time, each with its own ports, logins, databases, and so on. These are separated into two categories:

  • Primary Instance.
  • Instances with a Name

There are two methods for gaining access to the primary instance. We can start with the server name. We can also utilize its IP address. By attaching a backslash and the instance name, you can access named instances.

Is SQL important for Power BI?

Power BI Desktop’s ability to conduct T-SQL queries gives you useful resources for retrieving SQL Server data. Perhaps you’ll be able to get the most out of the SQL Server query engine, and you’ll also be able to reduce the amount of the datasets are imported into Power BI Desktop and the number of modifications you have to do.

To take this technique, you’ll need to know how to utilize T-SQL, and if you do or can find someone who does, you’ll have a lot of flexibility when dealing with SQL Server data. Even if you extract data table by table, you still have a variety of powerful tools for interacting with SQL Server data & organizing it for use in Power BI visualizations. Whereas the Power BI service allows you to retrieve data from a variety of sources, it will not have a SQL Server data connector. One could export SQL Server files and then import them into the service, but you can’t connect immediately from service to SQL Server, regardless of the fact that SQL Server seems to play a crucial role in many organizations today. The more you know about importing and transforming SQL Server data in Power BI Desktop, the better.

Prerequisites to connect Power BI To SQL Server

  • Before you begin, join up for the free trial of Power BI, in case you do not even already have one.
  • On the local computer, install the Power BI Desktop.
  • Download SQL Server within a local computer and recover a backup of the demo database.
  • In the local computer as SQL Server, install the data gateway.
  • Consult a network administrator in the organization if you aren’t a network administrator and wouldn’t want to set up a gateway yourself. They’ll be capable of creating the data source configuration needed to link your dataset to the SQL Server database. Import Data connectivity mode must be used if you’re going to employ a saved procedure.

Step by Step approach to Connect Power BI to SQL Server

1. Power BI Desktop and installation

Power BI Desktop seems to be a free tool that you can download and install on your computer. It may link to a variety of data sources. Normally, an analytical project starts with report development in Power BI Desktop. The data is subsequently uploaded to the Power BI service, where it may be associated with the Power BI Mobile applications, allowing users to access the reports on their mobile devices.

Power BI Desktop and installation

Installation

Power BI is only available on Windows computers. Users on Macs may either create a Windows VM on Azure and install Power BI there, including using Turbo.net, that could broadcast Power BI instantly towards the Mac from either the cloud.

There are two ways to use Power BI:

  • We can download this from the Microsoft Store as an application and simply login in and get going. This would be the device’s digital equivalent.
  • We often have to operate with the information in offline mode. In these kinds of cases, download the software first rather than install it locally. Take the time to read through the entire installation guide.

Download the application to the system, based on the products you’ve chosen. Check the installation via selecting the Power BI Symbol after approving the license agreement. If the screen below shows, you’re ready to begin.

Power BI Symbol

2. Workspace

Let’s have a look at how Power BI Desktop works now. We’ll have a look at it in another part to get an idea of how it works.

The graphic below depicts the key characteristics of Power BI’s workspace..

Workspace

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3. Data Source

A variety of data sources could be connected to Power BI. The Get Data button toggles all of the data sources that may be used to import data into Power BI.

Data Source

4. Connecting to SQL Server

Let’s look at an example of connecting a SQL server dataset to Power BI Desktop and using that to examine the data.

Database Example

We’ll have to use a publically available SQL Server installation on AWS for the demonstration, as well as a database built from the Superstore dataset.

Our goal as Data Analysts would be to assess the data and identify significant areas of concern inside this hypothetical firm. 

Getting into the sample database

SQL Server Management Studio should be installed (SSMS). SSMS seems to be a free and fully integrated management environment for every SQL system. SSMS allows you to install, manage, and modify the data-tier components that your applications rely on, and also create inquiries and workflows.

After you’ve downloaded and installed the software, you’ll see the page below, which will prompt you for particular credentials.

Connecting to SQL Server

1. Insert the given information:

Server Name: ec2-52-14-205-70.us-east-2.compute.amazonaws.com

Authentication: SQL Server Authentication

Login: SQL

Password: SQL

The ‘SuperStoreUS’ database will indeed be accessible as a ‘Read Only’ user. As our sample, the instance is ec2–52–14–205–70.us-east

2. compute.amazonaws.com, the databases are SuperstoreUS and Test, and the tables inside the SuperstoreUS database are Customers, Orders, and so on. As a result, there could be lots of instances, each of which can have multiple databases, each of which would contain various tables.

SQL Server Authentication

5. Importing SQL data into Power BI

The data is organized into searches by Power BI Desktop. It implies that all of the information is organized in a table-like format.

Making the connection

Proceed to the start button by opening Power BI Desktop. The Get Data tab pane gives you a number of options when it comes to sources of data that could be linked to the Power BI Desktop. We’ll establish a connection to the SQL Server.

connection to the SQL Server

When you select SQL Server, a fresh screen will appear, asking again for the server with which we wish to connect our Power BI Desktop. Fill in the blanks, and you’re finished. We could now inspect the details of the selected table by clicking on it. For uploading a certain table, merely check the box beside it click the load button.

SQL Server

Modes of Data Connectivity

Power BI Desktop may link to a SQL database in two distinct ways, both of which display on the homepage.

Import

The import technique, as the title suggests, ‘imports’ the chosen tables onto Power BI Desktop. The imported data is therefore used by Power BI to create a visualisation or perform any adjustments. We must reload the data to view any modifications in the data, which re-imports the full data set.

DirectQuery

No information is incorporated or transferred to Power BI Desktop if DirectQuery is selected as an option. Power BI Desktop searches the fundamental data source while we generate or process the information through visualisations, ensuring that we’re still dealing with the most recent data. Nevertheless, unlike the importing method, this approach has restricted data processing capabilities.

Power BI Desktop

6. Query Editor

All of the chosen tables would be imported into Power BI Desktop & displayed in the Data view as distinct datasets. .

Query Editor

We can make changes to our datasets from here. We’ll use the Query Editor to accomplish this. The query generator could be used to edit datasets regardless of the data source. The query editor allows us to perform operations such as rebranding a dataset, eliminating a single or several columns, and so on.

rebranding a dataset

The number of functional inquiries is displayed on the left pane, while the Query Settings pane on the right provides all of the stages related with a query.

Advanced  Editor

The script for the inquiry that has been run against the source of data is displayed in the Advanced Editor. The syntax is M, which stands for Power Query Formula Language. It is also possible to write your own code.

Make a backup of your work

Choose Close & Apply from the Query Editor’s File menu once you’ve made the appropriate data changes in the query editor. The adjustments will be applied to the data in Power BI Desktop.

data in Power BI Desktop

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7. Merging Datasets

When we wish to integrate one or maybe more datasets into one, merging datasets proves useful. The Query Editor can also assist with this merger. We’ll pull multiple tables(3) from the SuperstoreUS database this time.  Customers, Orders, and Returns are the three tables.

Merging Datasets

The three specified tables are listed in the Fields column. Now, go to the Edit Queries option and click the Combine option from the dropdown menu, which will reveal the Merge option. We’ll use the merged existing queries to construct a new query.

Merge option

We pick the tables to be combined as well as the kind of join we need in the Merge dialogue box. Columns that are similar to both tables must be chosen.

Let’s start by creating a new query called Orders and Customers. Through this query, we’ll join the Orders and Customers tables. All of the key columns from the orders table, as well as correlation columns from either the customer’s table, were included in the new query. Except for the last one, which reflects the Customers query, eliminate all the correlation columns. Next, from the Customers query, choose columns to merge into the newly merged query.

Customers query

The merged query is composed of a single database that has all of the required columns. Rather than operating with several data sources, which might cause confusion, you could now easily interact with one single database.

8. Building & Publishing a Dashboard

We may begin the Dashboard construction process since we had the dataset prepared along with all the alterations completed. The Power BI dashboard often referred to as a canvas, is a single sheet that contains multiple visualizations that serve to convey a narrative. The reports’ visuals, known as tiles, are attached to the dashboard.

Now just to see what recommendations we can glean from the superstore data set.

  • States seeking profit
  • Profit & Sales by Segment

Building & Publishing a Dashboard

Region-by-Region Sales and Profit

Sub-Category Sales

Profits by location

Quantity

We’ll obtain a dashboard that looks like the one below after we’ve formatted the size, look, and colour.

dashboard

Publishing
Data would be only valuable if it can be transferred across individuals or groups. By publishing the Dashboard or reports to the Power BI Service, they can be shared with others. The Dashboards/Reports can then be seen or interacted with using the Power BI Apps.

Publishing

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Conclusion:

When SQL and Power BI are combined, data analysis is carried out properly. We can integrate SQL Server to Power BI with ease and retrieve information right into it. Customers can switch connections with a single click in Power BI to execute in-memory searches to a bigger dataset. SQL is a handy tool that, when combined with Power BI’s expertise, may assist in monitoring and reporting more effectively and informative.

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