Theya for Advisors is a bitcoin self-custody solution designed for financial advisors, RIAs, and wealth managers. It enables advisors to help clients manage bitcoin securely using collaborative multisig custody—without taking direct custody or exposing them to third-party risks.
Why advisors need a better bitcoin custody solution
For most advisors, adding bitcoin to client portfolios presents several challenges:
Regulatory risk – Custodians introduce third-party risks and compliance concerns.
Client reluctance – Security concerns prevent many clients from holding bitcoin.
Self-custody complexity – No scalable way for advisors to assist clients.
Key management risks – Poor planning can result in lost bitcoin.
Theya for Advisors solves these issues by providing structured, secure bitcoin custody.
How Theya for Advisors works
Theya for Advisors operates on a 2-of-3 collaborative multisig model, giving clients full ownership of their bitcoin while allowing advisors to provide essential support.
Client holds one key – Ensures direct ownership.
Advisor holds one key – Supports security and co-signing.
Theya holds one key – Available only for assisted recovery.
This setup eliminates single points of failure while ensuring advisors can support client security without ever taking custody.
Key benefits for advisors
Expand Services – Offer bitcoin self-custody alongside wealth management.
Reduce Risk – No counterparty risk, no direct custody.
Enhance Security – Help clients manage keys, transactions, and inheritance.
Seamless Integration – Real-time client insights via the Theya Advisor Dashboard.
Who is Theya for Advisors for?
Theya for Advisors is designed for:
Wealth managers & RIAs adding bitcoin self-custody to their practice.
Financial planners incorporating bitcoin into estate and retirement plans.
Forward-thinking firms seeking a compliant, non-custodial solution.
💼 Get started with Theya for Advisors
Offer bitcoin self-custody at scale—without custody risks or compliance headaches. Book a call to integrate Theya into your advisory practice.