Use Cases

Experience the difference with an alternative investment custodian exclusively focused on RIAs.
Personalize client interactions at scale and gain clear insights into client performance.
Access a wide range of investment options, including private funds and real assets.
Expand into the vast IRA market with ease.
Manage all your client accounts effortlessly in one place.

Investors are increasingly turning to alternative assets for higher returns and portfolio diversification, with over $10 trillion in US IRAs ripe for capital growth.
Alts Custodian simplifies the process by allowing you to easily manage both retirement and non-retirement accounts in one place.
Invite investors directly, monitor their progress, and distribute funds effortlessly via ACH, wire transfer, or mail, all through our intuitive platform.
Partner with us to streamline your operations and eliminate your biggest challenges.

Enhance and protect your wealth by adding assets like real estate, private credit, and private equity to your portfolio.
Today, most affluent investors include alternative investments in their portfolios for superior performance.
Maximize returns by letting your private market investments grow tax-efficiently within a retirement account.