Connecting Crypto Expertise with Crypto Need

Our platform solves a simple problem: 88% of crypto investors want professional guidance, but only 35% of advisors can provide it. We bridge this gap by connecting verified crypto expertise with verified crypto need—creating perfect matches for both investors and advisors.

Simple process. Verified expertise. Real results.

For Crypto Investors: Get matched with CBDA/CDAA certified advisors who understand your digital assets and can integrate them into comprehensive wealth strategies.

For Financial Advisors: Join our network to receive pre-qualified crypto leads and build your specialized practice with premium clients.

The outcome: Investors get professional guidance they can trust. Advisors serve high-value clients who pay premium fees for specialized expertise.

Our AI-Powered Matching System: Precision Over Volume

We don't believe in sending 100 generic leads or advisor options. Our intelligent matching system creates precise connections based on verified expertise and specific needs.

For Investors: How We Find Your Perfect Advisor
Expertise Verification:
- CBDA/CDAA certification confirmation
- Personal crypto holdings verification
- Track record with crypto clients
- Specialization alignment (tax, estate, DeFi, high-net-worth)
Personal Fit Assessment:
- Communication style preferences
- Geographic location or virtual meeting comfort
- Fee structure and service level expectations
- Investment philosophy and risk tolerance alignment
Quality Control:
- Continuous advisor performance monitoring
- Client feedback integration and advisor scoring
- Ongoing education and certification maintenance
- Compliance and regulatory requirement adherence

For Advisors: How We Find Your Ideal Clients
Client Quality Screening:
- Verified crypto holdings and portfolio values
- Serious intent for professional guidance (not just curiosity)
- Investable assets beyond crypto holdings
- Specific planning needs matching your expertise
Matching Intelligence:
‍- Geographic preferences and virtual meeting comfort
- Specialization needs (tax planning, estate planning, business crypto)
- Client sophistication level and advisor experience requirements
- Fee expectations and service level preferences
Ongoing Optimization:
- Conversion rate tracking and feedback integration
- Lead quality scoring and continuous improvement
- Advisor success metrics and performance optimization
- Market feedback integration for better matching

Features

Advisor Services That Optimize Your Complete Crypto Strategy

Certified professionals who maximize your digital asset potential

For Crypto Investors: Find Your Crypto-Savvy Advisor

Stop settling for advisors who "tolerate" your digital assets. Get connected with professionals who understand Bitcoin, Ethereum, DeFi, tax planning, and wealth integration.
‍
Step 1: Tell Us About Your Crypto Portfolio
Step 2: Get Matched with Certified Advisors
Step 3: Connect and Evaluate
Step 4: Choose Your Advisor and Start Planning

Investor Success Metrics:
• $127K average annual tax savings through professional crypto planning
• 67% better risk-adjusted returns through proper portfolio integration
• 100% estate protection for digital assets through proper succession planning
• Ongoing optimization adapting to market changes and regulatory developments

For Financial Advisors: Build Your Crypto Practice

Stop missing premium clients who want crypto expertise. Join our network to receive pre-qualified leads and build your specialized advisory practice.

Step 1: Get Certified (If Needed)
Step 2: Join Our Advisor Network
Step 3: Receive Qualified Crypto Leads
Step 4: Convert Leads to Premium Clients

Advisor Success Metrics:
• 8-12% conversion rates vs 3-5% for traditional financial planning leads
• $1M+ average client assets among serious crypto investors
• 20-50% fee premiums for specialized crypto advisory services
• Higher client retention through unique value proposition and expertise

Why Advisly Delivers Better Results Than Generic Platforms

Crypto Specialization Focus
Generic Platforms: Mix crypto leads with traditional financial planning, diluting expertise
Advisly: Exclusively crypto-focused matching ensures both sides understand digital assets

Verified Expertise Standards
Generic Platforms: Anyone can claim crypto knowledge without verification
Advisly: CBDA/CDAA certification required plus personal crypto holdings confirmation

Quality Over Quantity
Generic Platforms: Send dozens of unqualified leads hoping some convert
Advisly: Precise matching with 2-3 highly qualified prospects or advisor options

Ongoing Support and Education
Generic Platforms: One-time connection then you're on your own
Advisly: Continuous education, market updates, and relationship support

Compliance and Regulatory Expertise
Generic Platforms: Generic financial advice compliance
Advisly: Crypto-specific regulatory guidance and compliance support

Success-Based Optimization
Generic Platforms: Volume-based metrics focused on connections made
Advisly: Outcome-based optimization focused on successful long-term relationships

Industry Insights

Crypto Advisory Practice Development + Tools

Our certification partners and successful advisors share exclusive practice-building insights!

[Industry Report]

Your Complete CBDA/CDAA Certification Roadmap

Why 96% of advisors need crypto expertise and exactly how to get certified through our partner programs with step-by-step implementation.

View Report

[Vibe Coding Tool]

Crypto Practice Revenue Calculator

Calculate your potential revenue from crypto-specialized services. Input your current client base to see earning potential with crypto expertise.

Test Tool

Frequently Asked Questions

What if I don't like the advisors you match me with?

We provide 2-3 initial matches with option for additional matches if needed. Our goal is finding the right long-term fit, not just making connections.

Do investors pay anything to use Advisly?

No. Advisly is free for crypto investors. We earn revenue from advisors who join our network and benefit from qualified leads.

What if I'm an advistor and not certified yet?

We partner with CBDA and CDAA certification bodies to provide discounted access and study support. You can get certified and join our network simultaneously.