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- About Us
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 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.
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, turn-key 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.
EquityConnect allows you to:
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.
As a regulated trust company, we adhere to the strictest standards to protect investors.
Equity Institutional offers the total package of technology and support to help your business soar to new levels.
Our large, specialized teams support our technology to ensure timely and accurate transactions.
Complimentary articles, guides, videos, and webinars help educate your investors on the benefits of tax-advantaged on the benefits of tax-advantaged IRA investing.
This designation provides a dedicated relationship manager and a streamlined, discounted fee schedule.
Account opening, funding, disbursements, Required Minimum Distributions (RMD), and more are automatically pushed to your inbox weekly, daily, or hourly.
Secure File Transfer Protocol (SFTP) connection provides account data including purchases, redemptions, dividends, and more into your portfolio management system.
Equity Trust has more than 45 years of experience in the financial services industry and was named Best Overall Self-Directed IRA Company by Investopedia from 2020-2022.
We respect your privacy and will not use the information you provide for any other purpose.