You’re standing at the intersection of opportunity and assurance

Partner with the unparalleled leader in non-traditional asset custody to maximize your alternative growth without the traditional headaches.

AICPA SOC 1
Certification

US News

Best IRA Account
for 2022

Investopedia

Best Overall Self-Directed IRA Company of 2022

With our innovative suite of asset-optimized technology solutions, seamless access to new, in-demand asset classes and deep alternative expertise, you may just exceed your annual growth targets with just one decision.

metalsconnect

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.

Precious Metals

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.

195

Dealers on the Platform

$2.7 B

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!”

GoldDealer.com

Ed Hodson

Director, Self-Directed Retirement Accounts

Cryptocurrency

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

Guy Gostlak

President

Asset Trading

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.

12,500

Transactions through Our API

“We partnered with Equity Trust to bring hedge funds to retirement investors through an enhanced digital experience.”

CARL, Inc.

Jamie Uppenberg

COO

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.

11,800

Purchases Funded

“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.”

iintoo

Ally Golan

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.

58,100

Customers

$14.5 B

Assets Under Custody

Precious Metals

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.

195

Dealers on the Platform

$2.7 B

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!”

GoldDealer.com

Ed Hodson

Director, Self-Directed Retirement Accounts

Cryptocurrency

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

Guy Gostlak

President

Asset Trading

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.

12,500

Transactions through Our API

“We partnered with Equity Trust to bring hedge funds to retirement investors through an enhanced digital experience.”

CARL, Inc.

Jamie Uppenberg

COO

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.

11,800

Purchases Funded

“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.”

iintoo

Ally Golan

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.

58,100

Customers

$14.5 B

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.

Administrative streamlining

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.

Alternatives automation

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.

Next-level integration

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.

4,000

Institutional Relationships***

Our customizable solutions allow for us to help our partners grow their business and streamline processes.

$6.6B

Assets Under Custody**

We specialize in non-traditional custody solutions and have in-depth industry experience to meet your needs.

45 Years

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.

#1

Self-Directed IRA

Ranked the Best Overall Self-Directed IRA Company by Investopedia.

77,000

Transactions***

Our suite of technology solutions creates a streamlined, automated approach to growing and integrating your business.

SOC 1

Certification

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.

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  • AICPA SOC 1 Certification
  • US News Best IRA Account for 2021
  • Best Overall Self-Directed IRA Company of 2021