advisors

Private wealth advisors

For most independent practices, client appetite for private market exposure has been easy to recognize and hard to act on. Alto makes it operationally straightforward and commercially viable.

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Demand is outpacing what most practices can deliver

Most independent practices already see the appetite: 86% of private wealth professionals plan to increase private market investments this year, and clients keep bringing it up. What's held firms back isn't demand, it's the operational burden. Custody fragmented across providers, paperwork that slows things down, and compliance requirements that keep shifting under advisors' feet are the real barriers.

Source: Hamilton Lane 2026 Global Private Wealth Survey.

Where that gap becomes an advantage

Retirement accounts hold $19.2 trillion in assets, the largest pool of client capital most practices haven't tapped for private markets. Advisors who close that gap don't just add another asset class, they deepen the relationship itself. And a custodian built specifically for this work takes the compliance tracking off your plate, so growth doesn't mean more overhead.

Source: ICI, Q4 2025.

Private market access built for retirement capital

The majority of your clients' investable dollars are in retirement accounts, yet most private market access is built for non-retirement capital. Alto closes that gap, giving advisors a practical way to execute private market investments through self-directed IRAs, across asset classes including private equity, private credit, real estate, venture capital, and real assets.

Two paths, one platform

Alto gives your practice two ways to bring these asset classes into client IRAs:

Alto Private Deal Room

Facilitate private market investments through Alto when clients bring private market opportunities or when you're sourcing capital for your own offerings.

Your clients' deals move onto a managed platform with custody, compliance, and reporting in one place

If you manage your own fund, Alto provides the custodial infrastructure to accept IRA capital from your investors

When you source private market deals for your clients, allocate their IRA capital into those deals with custody and compliance handled by Alto

Explore Alto Private Deal Room

Alto Marketplace

Give clients access to curated private market investments through their IRA, sourced and reviewed by Alto's broker dealer, Alto Securities.

Curated opportunities across private credit, pre-IPO, venture capital and more, held in IRAs or non-qualified accounts on a single platform

A meaningful addition for clients with long investment horizons looking for differentiated sources of return

Anchor investments alongside your clients on the same platform

Explore Alto Marketplace

What Alto delivers

For your practice

A differentiator that deepens existing relationships, attracts new clients and gives clients a way to diversify their retirement portfolios into private markets

For your clients

Access to private market investments through a self-directed IRA, full visibility into their alternative holdings and transparent pricing with the option for advisory fees to be debited automatically from their account.

Built for the way independent practices work

Most advisors who've wanted to offer alternatives haven't had a process that made it practical. Alto consolidates what has historically been a multi-system, multi-custodian process into a single workflow.

Access to private assets

Provide clients access to private market investments through a self-directed IRA, sourced from Alto's marketplace of curated opportunities or brought directly by the client through a private deal room.

Consolidated oversight

Manage client alternative investments as part of the overall plan, with consolidated reporting that surfaces alternatives alongside the rest of the portfolio in a single view.

Regulatory compliance

Alto is built to keep pace with evolving SEC and FINRA requirements, so advisors who custody through Alto aren't managing compliance on their own.

Transparency

Simple, transparent pricing at the firm level, with per-advisor billing breakdowns. Easily generate advisory fee invoices for client accounts.

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Adding private market access doesn't have to mean more paperwork, fragmented systems or hours lost to administrative work. Get in touch to see how Alto can work for your practice.