Enterprise solutions for private markets

Private market custody, built for the complexity of retirement accounts and designed to scale with your business.

Private markets demand infrastructure built for scale and retirement complexity

Private market growth depends on how efficiently capital is structured, deployed, and administered. As private offerings expand to retirement investors, they operate within tighter transaction controls, heightened oversight and specialized fund flow mechanics.
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Alto Trust Co.¹ delivers infrastructure powering private markets within retirement accounts, built to manage that complexity at scale while keeping capital moving.

¹ Alto Trust Co. acts as the custodian of record of customer SDIRAs and maintains legal title to customer assets. Alto Trust Co. is a state chartered non-depository trust company incorporated under the law of New Mexico.

Connecting private markets to retirement capital

Alto enables modular components that handle the full lifecycle of a private investment

configure your platform

Select each capability to learn more

Alternative investment access

Private market access through Alto Securities²across wealth, institutional, and workplace channels

Retirement custody and fund flows

Retirement custody, coordinated funds movement, and compliant operations across the full transaction cycle

Platform integration

Unified distribution across wealth, institutional, and workplace channels

Scalable infrastructure

Platform capacity that grows alongside your business, from early adoption through full-channel deployment

Offering creation and management

Tools to set up and manage private investment offerings, from deal configuration through lifecycle administration

Discovery, diligence, and allocation

Configurable workflows from opportunity review through investor commitment and allocation

Trade execution

Subscription processing, document execution, and investment confirmation across IRA account types and fund structures

Operational controls

Role-based permissions and audit trails that support oversight across accounts, entities and workflows

² Alto Securities, LLC (“Alto Securities”), a subsidiary of Alto, is a broker-dealer registered with the SEC  and a member of FINRA and SIPC. Information on Alto Securities can be found on FINRA’s BrokerCheck.

Flexible deployment

Flexibly configure the above components to support distinct enterprise strategies across wealth management firms, asset managers and employer-sponsored retirement plans. Possible deployments include:

Fully white-labeled integration with platforms or advisor marketplaces

Private distribution environments for asset managers

Embedded alternative access within advisor platforms

401(k) investment windows enabling participant-directed access

Retirement custody and controls designed to meet institutional standards

Security, compliance, and operational resilience are foundational. Alto custodies retirement assets and supports regulated private market transactions within a controlled framework aligned to fiduciary standards. Secure architecture, role-based permissions, auditability, and integration-ready APIs support complex fund flows and account administration at scale.

Build for the next phase of private markets

Private allocations are expanding across wealth, institutional, and retirement ecosystems. Infrastructure must evolve alongside product structures, distribution models, and regulatory demands.
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Alto Solutions, Inc. unifies offering management, execution, custody, and reporting within a modular architecture designed to scale.