Institutional adoption, tax-efficient Bitcoin treasury models and smarter operational tools are changing how wealth managers operate in the digital asset era. This article provides an overview of recent developments that professionals and investors should know about.
Halfway through 2025, the financial industry has started incorporating Bitcoin into new wealth management models. This asset class is no longer a speculative novelty but a core component of investment portfolios. And that shift is being fueled by U.S. and Hong Kong approval of Bitcoin ETFs, as well as new all-time highs. There is still volatility to be aware of, and firms are under increasing pressure to adapt. From smart tax strategies for corporate treasuries to effective client management systems, the tools and tactics shaping success in this new era are definitely worth a closer look.
Bitcoin’s 2024 Milestones Set the Stage for 2025
The Bitcoin price trajectory in 2024 laid the foundation for today’s wealth management landscape. An important milestone was the SEC’s January 2024 approval of 11 Spot Bitcoin ETFs, including offerings by BlackRock and Grayscale. These funds opened the door for big investors, driving Bitcoin up to $73,787 in March. Hong Kong regulators approved six new ETFs in March, expanding retail and institutional access across Asia.
A few months after that, on April 19, 2024, mining rewards were cut to 3.125 BTC per block. The 2024 event happened when Bitcoin’s price dropped to $56,825 in late April. Historically, after each halving, you’ve seen bull runs that last for years. This kind of up and down movement shows something important for wealth managers: Bitcoin has great long-term potential, but it definitely needs smart risk management and quick adjustments.
Strive Asset Management’s Bitcoin Treasury Breakthrough
On June 4, 2020, Strive Asset Management merged with Asset Entities (NASDAQ: AET). As a result, the first publicly traded Bitcoin treasury company was established. The $2 billion firm is led by CEO Matt Cole and aims to boost Bitcoin exposure through three key strategies:
- Tax-Free Bitcoin-for-Equity Exchanges – As a way to avoid capital gains taxes, Strive lets accredited investors contribute Bitcoin in exchange for stock under Section 351 of the U.S. tax code. This structure is designed for long-term holders who want liquidity without tax penalties. The exchange is capped at $1 billion and there is no markup on transaction prices for early participants.
- Cash-Rich Company Acquisitions – Strive targets public companies trading below net cash value. Merging with these entities converts undervalued cash reserves into Bitcoin purchases and instant equity accretion. As an example, buying a company that has $500 million in cash at a market cap of $400 million puts $500 million into Bitcoin, where buying $1.25 in Bitcoin for every $1 spent would put $500 million into Bitcoin.
- Derivatives-Driven Risk Management – Strive uses options and futures to hedge downside risk, drawing on Cole’s fixed income expertise. This way of approaching the market outperforms Bitcoin in terms of volatility but still allows upside exposure.
The post-merger ownership of the public entity is now owned by Strive Enterprises, while legacy asset entities own 5.8% of the entity. And the combined company plans to increase its shelf registration statement to $1 billion, opening up equity and debt offerings to fund Bitcoin accumulation.
HubSpot’s CRM Overhaul Helps Bitcoin-Centric Firms
Bitcoin wealth managers face unique operational challenges: Complex compliance requirements, client education requirements, and rapid portfolio rebalancing. Classic CRMs like Wealthbox or Redtail do not have the tools to address these challenges. With six integrated modules, HubSpot’s platform fills that gap.
The Marketing Hub enables businesses to tailor their campaigns across LinkedIn, email, and web channels with impressive precision. Consider one firm that embraced automated LinkedIn Ads; they experienced an astonishing 1700% increase in leads and cut their cost per lead by 200%. This remarkable success story underscores just how impactful targeted marketing can be when done right.
On the sales side, the Sales Hub stands out by helping firms understand client interactions and preferences, especially regarding Bitcoin investments. With AI-powered scoring, businesses can effectively identify and prioritize high net worth prospects. The Service Hub plays a crucial role as well, centralizing communication logs to ensure compliance with SEC regulations in fast-moving markets. In addition, the Operations Hub seamlessly synchronizes data across portfolio management tools and CRMs, reducing the risk of manual errors.
Combine that with the CMS Hub, which offers educational resources on Bitcoin to help with client retention, and you have a solid system. A reporting dashboard enriches decision-making with live data on lead conversions and shifts in client risk tolerance, showing how Bitcoin can affect investment strategies.
Firms using HubSpot say it reduces compliance incidents by 30% and accelerates client onboarding by 40% – especially in Bitcoin-heavy environments.
Asset Managers Get Procurement Done Right with ControlHub
Management of the Bitcoin treasury requires tight financial controls. In partnership with Stanford GSB alum Rodrigo Santibanez, ControlHub simplifies procurement through three innovations:
With automated three-way matching, all invoices are matched against purchase orders and delivery receipts to reduce overpayment risks by 92%. Custom approval workflows are a highlight as well. Rules-based chains ensure purchases align with budgets. For example, Bitcoin mining hardware orders above $50,000 require CFO and compliance officer sign-off.
Direct links to Amazon, McMaster-Carr, and NetSuite allow real-time inventory tracking and spend analytics. One client cut procurement costs by 18% using ControlHub’s supplier performance dashboards. Santibanez emphasizes efficiency: “When acquiring Bitcoin at scale, saving $1 million on operations directly boosts treasury growth.”
The Future of Bitcoin in Wealth Management
There are three trends will dominate 2025 that you should be informed about:
- Corporate Bitcoin Treasuries – Strive’s model could inspire 20% of S&P 500 firms to allocate 1-5% of cash reserves to Bitcoin by 2026.
- Regulatory Clarity – The ETF framework may now extend to corporate holdings, easing accounting hurdles under FASB guidelines.
- Tech Stack Consolidation – In their view, 60% of wealth managers will be replacing disparate tools with unified platforms such as HubSpot or ControlHub by 2026.
Final Insight
The maturation of Bitcoin requires more than just bullish forecasts. And those wealth managers need to be tax-savvy, agile, and operational. The gap between pioneers and laggards will increase. Those who embrace this shift will likely define the next decade in finance.
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