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CROWDFUNDING & PRIVATE EQUITY PLATFORMS

Connecting Crowdfunding + Private Equity Platforms to the Untapped Potential of IRAs

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.

REQUEST A DEMO

17K

Private Entity
Purchases Funded
with Equity
Institutional Accounts

$13T

Investment Potential
of Retirement Accounts1

100K+

Audience of
Potential Investors
Reached Through
Investment District

EQUITYCONNECT

Quickly Streamline Investing with EquityConnect

It has never been easier to connect investors with alternative assets. EquityConnect enables you to easily establish and manage retirement and non-retirement accounts, all in one place.

This state-of-the-art, turnkey solution is designed for advisors or platforms interested in providing their clients with access to the world of alternative assets. EquityConnect includes a suite of customizable APIs and account management capabilities that simplifies investing.

Depending on your level of customization, you could be ready to serve IRA investors in a matter of days.

EquityConnect allows you to:

  • Expand entry into the multi-trillion-dollar IRA market by providing an easier way to invest
  • Maintain and control your own client experience
  • Choose the experience that works best for your firm and clients
  • Utilize Account Open, Transfer, and Purchase APIs
  • Serve IRA investors in as little as two days with basic integration, or as little as three weeks with API integration
  • Remove duplicative efforts, saving you time
VIEW API DEVELOPER PORTAL

Equity Institutional Offers Peace of Mind

As a regulated trust company, we adhere to the strictest standards to protect investors.

  • Industry-leading cyber-security tools, practices, and technology
  • Multi-factor authentication practices verify our clients’ identities
  • Comprehensive business continuity plans
  • Completed the SOC (Service Organized Controls) 1 Report, issued by the American Institute of CPAs (AICPA). The report demonstrates our commitment to internal controls over finance reporting
  • Regulated as a South Dakota trust company and compliant with all statuses and regulations mandated by the South Dakota Division of Banking

The Equity Institutional Advantage

Equity Institutional offers the total package of technology and support to help your business soar to new levels.

Exceptional Level of Service

Our large, specialized teams support our technology to ensure timely and accurate transactions.

Education and Resources

Complimentary articles, guides, videos, and webinars leverage our 45-plus years of experience help educate your investors on the benefit of tax-advantaged IRA investing.

Key Account Designation

This designation provides a dedicated relationship manager and a streamlined, discounted fee schedule.

Suite of Workflow Reports

Including account opening, funding, holdings, disbursements, Required Minimum Distributions (RMDs), outstanding fees, and pending transfers are automatically pushed to your inbox for weekly, daily, or hourly updates.

Account Data Integration

Through Secure File Transfer Protocol (SFTP) connection provides the ability to receive Equity Trust client account data including purchases, redemptions, dividends, and money movements into your existing portfolio management system.

Established, Leading Custodian

Equity Trust Company has 50 years of experience in the financial services industry and was named Best Overall Self-Directed IRA Company by Investopedia from 2020-2024.

Exceptional Level of Service

Education and Resources

Key Account Designation

Suite of Workflow Reports

Account Data Integration

Established, Leading Custodian

Expand Your Reach With Investment District

Talk to us about potentially extending your offering with Investment District, our online marketplace. EquityConnect users who qualify can increase exposure among investors with funded accounts seeking their next opportunity.

  • Investors can browse and choose from listed platforms and providers in the cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate asset classes
  • Publish your company logo, description, and materials on the Investment District site and be immediately visible to one of the industry’s largest audiences
  • Feature-rich: Intuitive and easy-to-find investment categories and search capabilities
  • Actively visited by Equity Trusts clients via multiple channels including emails, portals, and website
  • Easily access reporting metrics and more
VISIT INVESTMENT DISTRICT

Streamlined Self-Directed IRA Investments for Asset Sponsors and Investors

Equity Institutional’s integration with SponsorCloud, a leading Real Estate Investment Management Platform, automates the entire business cycle for raising capital and managing investor relations in private real estate investments.

Through this integration, asset sponsors can:

  • Shorten the time to fund
  • Streamline the required documentation
  • Optimize the user experience for sponsors and investors

Discover how your business could benefit from this technology.

Don't Take Our Word For It

"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."

ALLY GOLAN

SVP, Managing Director, iintoo

Request a Demo

Discover how Equity Institutional could help you tap into the vast funding potential of retirement accounts: Request a demo today.

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