FINANCIAL INSTITUTIONS

Private markets solutions for financial institutions

Alto provides the infrastructure to unlock $18T in IRA capital, without operational complexity

Expand access to private markets and unlock opportunity

As investor demand for private market access accelerates, wealth managers, advisors, asset managers and product sponsors have an opportunity to expand their reach, deepen client relationships and capture new assets.

Unlocking that opportunity requires alternative investment infrastructure that functions inside existing account frameworks, while preserving system integrity and controlling operational risk.

Alto partners with financial institutions, wealth enterprises, and investment platforms to help them expand distribution and capture long-term capital through integrated custody and marketplace infrastructure.

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Who we work with

We support firms across the private market and wealth ecosystem that are looking to scale distribution in a structured, compliant way.

Asset managers and product sponsors

Private fund managers who want to expand access to advisors, platforms and long-duration capital through streamlined onboarding, transaction workflows, custody and reporting.

Wealth management and advisory firms

RIAs, broker-dealers, and family offices that want to provide private investment access across account structures while maintaining firm-level oversight and operational consistency.

Investment platforms and marketplaces

Digital and enterprise platforms that want to expand their alternative investment capabilities through integrated or whitelabeled custody and execution infrastructure.

Retirement plan sponsors and administrators

Organizations that want to enable structured access to private investments within workplace and retirement programs.

Built for scalable distribution

Alto unifies offering management, execution, custody and reporting within a modular architecture designed for  institutional growth.

Whether the objective is expanding advisor access, supporting structured account participation or launching a private investment marketplace, our infrastructure enables firms to grow distribution without adding unnecessary operational complexity.

Why Alto

The infrastructure behind $2B+ in alternative assets

Alto is the trusted partner for over 32,000 self-directed IRA investors and a growing network of issuers, advisors and platforms. We've built a compliant, scalable operating layer that connects private market capital raises directly to retirement savings.

When you partner with Alto, you get:

The technology to enable investors to use retirement dollars to access your opportunities

Seamless, white-labeled experience aligned to your brand

Education to help your investors understand how to access private market opportunities

A proven integration model used by leading alternative investment platforms