We’re making investing in private markets and alternatives more accessible
We're Alto, the platform bringing private markets into retirement accounts, on a mission to provide individuals and their advisors the same opportunities long favored by institutional investors.
Retirement investing shouldn’t come with unnecessary barriers.
For decades, investments that shape long-term wealth creation have been concentrated in private markets and out of reach for most investors. As investors seek greater diversification, access matters more than ever. Alto is a technology-led self-directed IRA custodian expanding access to private markets via retirement accounts, making it possible to invest beyond stocks and bonds while maintaining clarity, control, and transparency. That access reaches individual investors directly, and through the advisors many of them already trust with the rest of their financial lives.
The Alto story
Nearly a decade ago, Alto Founder and CEO Eric Satz was managing a venture capital fund and wanted to personally invest in a business alongside it. Noticing his IRA statement on the kitchen counter one day, he wondered: "Can I use my IRA to make this investment?"
The answer was yes, but getting there meant months of tedious paperwork, little guidance and a process that felt like it was designed to discourage rather than enable. He realized just how much was standing between individual investors and private markets and knew something had to change.
Eric set out to make alternative investing accessible to everyone. Today, Alto removes the barriers that once made private market investing the exclusive domain of institutions, giving individual investors, and the advisors guiding them, the tools and access to put their retirement dollars to work on their own terms.
Alto makes investing easy.
Today, individuals and their advisors can put retirement dollars behind opportunities they believe in through Alto, from startups and real estate to venture capital and beyond, leveraging the power of self-directed IRAs. By removing unnecessary gatekeepers and streamlining the investment process via a user-friendly platform, we’re giving investors and financial advisors access to additional investment options.
Because building the future of wealth shouldn’t be reserved for the few; it should be accessible to anyone ready to take control of their financial future.
Alto’s core values
What if we did?
Changing the future of retirement is a big idea and requires doing things that haven’t been done before. It means doing the small things well, because great results are the sum of the details. And even before that, it means daring to believe that better is possible and asking, “What if we did?”
Speed wins
We set a fast pace driven by purpose and clarity. We take smart risks, experiment boldly and iterate quickly knowing that progress comes through continuous learning.
Get it done
We take initiative and make decisions that will drive retirement investing forward. We value a deep sense of ownership an empower team member to act when they see an opportunity to create value.
Trust and be trustworthy
Building trust with our team, our customers and our partners is paramount. We believe in good intentions, being reliable and doing what we say.
Laugh
Our work is intense, and healthy debate is part of how we grow. Through it all, we stay kind, joyful, and grounded in humor, because great work happens when people genuinely enjoy working together.
Meet Alto’s leaders
Eric Satz
Tomek Siergiejuk
Evan Deussing
Tom Eidt
Stacy Mauro
Ari Koban
Adina Lahman
Kali Mon
Expertise from coast to coast
Interested in joining our team?
We’re building something meaningful and we’re looking for curious, driven people who want to help reshape the future of investing. We have exceptional legal, compliance, product, revenue, marketing and customer success teams looking for an array of skillsets and backgrounds. If that sounds like you, we’d love to meet. Let’s change the game, together.
Alto’s culture is built through connection, purpose and the shared commitment to expanding what’s possible in investing.
What sets us apart
We’re building more than just a financial technology company.
We’re building a culture rooted in curiosity, ownership and a shared belief that access to private markets should be available to as many individuals as possible. That mission doesn’t just guide our product; it shapes how we work together, how we communicate and how we show up for one another.
Twice a year, we come together in Nashville
Alto’s summer and winter onsite meetings are more than just a change of scenery; they’re a reset, a recharge and a reminder of our mission. Held at our HQ in Nashville, these gatherings are designed to bring our distributed team together in real life. We spend time diving deep into strategy, team building and vision-setting, but also make room for connection outside of the day-to-day.
— Rika, Lead Brand Designer
Open door, open floor, open founder
Ask Me Anything is a bi-weekly chat with Eric Satz, Alto’s founder and CEO, designed to keep the lines of communication open and the dialogue real. Topics range from trends in the private market to opportunities we’re exploring as a business. It’s unscripted, unfiltered and intentionally informal because sometimes the best ideas (and the most important questions) don’t come neatly packaged in a slide deck.
For team members, it’s a chance to engage directly with the leadership that’s steering the ship and better understand the ‘why’ behind our decisions.
— Henry, Senior Engineer
Once a month, we gather as one
The Altogether All Hands is our monthly company-wide meeting where transparency takes center stage. We share financial performance, business updates and progress toward goals, and we spotlight a team to showcase the work they’re doing to support Alto’s mission.
These meetings serve as both a pulse check and a celebration. They remind us that while we each own our significant individual impact, we’re building something much bigger together.
— Lindsey, Manager, Customer Success
