Financial advisors and family offices

Deliver more for your clients. The diversification and growth potential of alternative investments at your clients’ fingertips.

Help clients maximize wealth with tax-advantaged alternatives

Unlock greater potential for your clients with Alto’s seamless access to alternative investments through IRAs. Our platform empowers financial advisors to help their clients invest in asset classes like private credit, real estate, venture capital and more using tax advantaged self-directed IRAs.

Alto offers financial advisors:

Full visibility into clients and their investments

The diversification benefits of alternatives

Transparent pricing

Easy-to-use technology platform for an exceptional client experience

$2B

Assets under custody

100+

RIAs working with Alto

32,000

Self-directed IRA investors

Access alternatives in a self-directed IRA

With Alto, advisors can help clients set up a self-directed IRA and use the funds to invest in alternative opportunities, helping to retain full visibility into client portfolios with:

Access to private assets

Advisors can provide access to private assets within a self-directed IRA, ensuring these investments are securely managed under the client’s retirement account, simplifying the process of adding private assets to their portfolio.

Guidance

Help clients find and invest in the alternatives that align with their goals and objectives. Browse investments in private equity, venture capital, private credit, real estate, high growth startups and more.

Comprehensive oversight

Give clients access to the alternatives they're seeking inside a self-directed IRA account that advisors can manage on their behalf.

Transparency

Share transparent and simple pricing that makes accessing the power of tax-advantaged alternatives easy for clients to know exactly what they are paying for and what they are getting.

A streamlined process for advisors and investors

Create an advisor account

• View client accounts in one screen including investments, cash balances, and transfer history

Invite Investors to open an AltoIRA

• Clients can set up a self-directed IRA right on the Alto platform
• Once they register an account, they can select from Traditional, Roth, or SEP IRA

Fund the account

• Select the transfer type between cash contribution, IRA transfer, or 401k rollover
• E-Sign TOA form and upload account statement, which Alto sends to the transferring custodian

Invest in alternatives

• Source your own offerings or browse investment opportunities within the Alto Marketplace
• Once ready to invest, e-sign the Direction of Investment, and Alto will execute subscription documents and fund the investment within one business day

Contact us

Help your clients achieve their investment goals through alternatives, get in touch with our Investor Relations team.