Your specialty is our area of expertise
As a recognized innovator and established leader in non-traditional custody solutions who specialize in IRA investing with difficult-to-value alternative assets, we have the in-depth industry experience and expertise to meet your diverse needs.
We deliver a best-in-class experience for our precious metals dealer partners and their investors through a unique blend of personalized service and a suite of technology applications. Our service model is customized to meet the demands of our partners and the volatility of the market.
Dealers on the Platform
Assets Under Custody
“I was constantly hearing about how capable and professional the Equity Institutional Precious Metals team is. I was blown away to discover that the service exceeded the hype!”
Director, Self-Directed Retirement Accounts
Our industry-leading expertise, personalized service, and feature-rich technology allow your clients to invest in eight leading cryptocurrencies representing 85% of total market share. Our service model is customized to meet the demands of our partners and the volatility of the market.
“The sheer name of Equity Institutional and the credibility, authenticity, and impeccable reputation that comes with it has greatly benefitted us. Equity Institutional has worked hard in building its name by providing quality customer service both in technical features and direct communication. They apply that not just to investors, but to their partners as well.”
My Digital Money
We make it easier for the investment professionals you service to diversify their client portfolios – powering their growth and your scale. We custody alternative assets in retirement accounts to maximize your upside. By handling the administrative details, plus leveraging our industry-leading tech platform, we allow you and your advisors to do what you do best and focus on your clients’ needs.
Transactions through Our API
“We partnered with Equity Trust to bring hedge funds to retirement investors through an enhanced digital experience.”
Crowdfunding and Private Equity
The $9 trillion IRA market represents a wealth of new investment potential to power your growth. We provide scalable and secure access to high-demand alternative asset verticals, making it simple for you to attract new capital and for investors to use their retirement assets to invest in your portfolio of private companies – taking the headaches out of the process for you.
“iintoo’s partnership with Equity Institutional has created a smooth, frictionless investment experience for our IRA clients. This is a far cry from the typically cumbersome process of investing in alternative assets through some other IRA custodians.”
SVP, Managing Director
Directed Trustee Services
We specialize in the custody and administration of complex assets and have extensive experience with IRS reporting and detailed record-keeping associated with hard-to-value assets. The range of assets we custody is broad and deep, including private equity and debt, hedge funds, notes, tax liens, precious metals, oil and gas, and much more.
Equity Institutional also offers Directed Trustee Services to clients. As Directed Trustee, we carry out the administrative duties such as tax reporting, withholding remittance, IRS-approved documents, and compliance services.
Assets Under Custody
Integrated tech to seamlessly scale growth
Don’t let complicated, or cumbersome processes get in the way of growing your business. We make opening and managing accounts easy with our robust suite of industry-leading account management systems and integration capabilities.
We streamline your day-to-day account administration, enabling you to become more competitive in your space, potentially increasing transaction volumes, reducing processing times, and providing a better user experience.
Our suite of customizable APIs allows you to simplify the investing process for IRA investors from end to end. You choose the level of integration you need, and we automate the investment process.
Our industry-leading platforms are feature-rich in their standard configuration, but our Enterprise White Label solution allows you to take your levels of customization and reporting to the next level.
Tap into our retail network of investors
According to NAPA, U.S. retirement assets make up a $37.4 trillion market, with IRAs being the highest at $13 trillion.*
Drive growth by connecting to one of the industry’s largest and most qualified audiences right when they are looking for their next investment.
We’ve been building relationships with your ideal investors for 45 years
Our deep retail experience gives you immediate access to a well-established network of investors hungry for opportunities in alternative asset classes like yours.
Our customizable solutions allow for us to help our partners grow their business and streamline processes.
Assets Under Custody**
We specialize in non-traditional custody solutions and have in-depth industry experience to meet your needs.
In the Financial Services Industry
While we continue to provide innovative technology solutions, we are backed by the experience of one of the oldest and largest custodians in the industry.
Ranked the Best Overall Self-Directed IRA Company by Investopedia.
Our suite of technology solutions creates a streamlined, automated approach to growing and integrating your business.
We have completed the SOC 1 Type 1 Report, a demonstration of our understanding and commitment to financial and security controls, regulated by the AICPA.