Alternatives for Accredited Investors
Access curated private deals in venture capital, private equity, commercial real estate, and exclusive fund offerings, with more to come.
Alto Marketplace’s offerings are currently available only to accredited investors.
curated private deals
Access Granted
Alto’s Marketplace is a premier platform dedicated specifically to curating private securities for eligible investors interested in accessing alts with their retirement funds.
- Discover deals handpicked by industry veterans
- Diversify your portfolio with alts and secure tax benefits with IRA capital
- Experience a paperless investment process that takes minutes, not months
Alto Marketplace’s offerings are currently available only to accredited investors.
Unlock the deals and tax strategies preferred by the ultra wealthy and investment professionals alike*
For decades, institutional and ultra high net worth investors have known the benefits of making tax-deferred investments in alternative assets.
55% of Americans say they’re behind on retirement savings 1
Some individual investors allocate about 5% of their portfolios to alts 3 but many eligible investors have no alternative investments at all
Over 20% of professional investors report interest in alts for their clients5
A modest allocation of 2% up to 20% in alts may optimize a portfolio 2
70% of Americans’ assets are in retirement accounts, making IRAs an ideal source of funds for alts 4
Alto is recognized by Investopedia as a “Best Investor Experience” in alts6
Alto Marketplace’s offerings are currently available only to accredited investors.
*While ultra high net worth and institutional investors may have different objectives, resources, and perhaps most importantly, the ability to withstand total losses of their investments, the strategies and asset classes they enjoy, like the private deals available on Alto Marketplace, are still exciting opportunities.
Trusted by over 25,000 investors**
*Investors include active customers with an Alto IRA or CryptoIRA account as of 10/2/23.
**Trust Pilot reviews may not reflect the typical experience of all clients.
Optimize your investment strategy by minimizing taxes
Investing in private deals with funds from a retirement account may defer and potentially eliminate taxes on gains.*
When you invest using your Roth IRA funds potential gains may be exempt from taxation, regardless of the extent of your investment’s growth.**
Contributions made to Traditional and SEP IRAs can be tax-deductible, and you pay no taxes until you take a distribution.***
* Roth IRAs are generally tax-free, traditional IRAs are generally tax-deferred. Tax treatment is subject to IRA tax rules and applicable regulations. Consult your tax advisor before investing.
**Tax-free treatment subject to Roth IRA holding period and other restrictions. Consult your tax advisor before investing.
***Tax treatment of contributions and distributions subject to applicable regulations. Consult your tax advisor before investing.
Enjoy a white glove experience with Alto’s dedicated Marketplace team
Alto’s team of seasoned professionals is here to support you every simple step of the way, from opening an Alto IRA account and funding it, all the way to securing and closing your chosen investments.
Alto Marketplace’s offerings are currently available only to accredited investors.
Alto Marketplace curates a range of private securities selected to match the criteria that matter to accredited investors
- Venture Capital
- Private Equity
- Real Estate
- Exclusive Fund Offerings
- And More to Come
What Does Accredited Investor Mean?
In the U.S., an accredited investor is defined by the Securities and Exchange Commission to be someone (or an entity) with at least a $200,000 annual income or liquid net worth of more than $1,000,000.
*Annual income of $200k if single, or $300k if married OR have a net worth of at least $1M+
Got questions?
Well, we've got answers.
Alto Marketplace is our latest product made possible by our new Broker-Dealer subsidiary, Alto Securities. Alto Marketplace enables new and existing customers to discover and invest in high quality alternative asset offerings curated by the Alto Securities team. Offerings will range across a variety of different asset classes including, but not limited to, private equity, venture capital, real estate, fine wine, art and more.
An Alto IRA allows investors to purchase private securities with retirement funds.
Alto Marketplace allows investors to discover and invest in high quality investment opportunities curated by the Alto Securities team.
Alto Securities is Alto’s new broker dealer subsidiary that allows us to market private securities to retail investors.
Alto Securities is registered with the Securities and Exchange Commission (SEC) as a broker-dealer and is a member of FINRA and SIPC. For information on Alto Securities, please refer to our Form CRS.
Currently, yes, as all offerings available on our Marketplace at the moment are limited to accredited investors (AIs) only. The Alto Securities team is working towards curating high quality offerings that are open to non-accredited investors as well.
- Investment fees are specific to each individual deal. Details can be found in the offering documents located on the offering’s landing page inside of the Marketplace. It is the responsibility of the investor to review each investment’s offering documents carefully.
- Participation in the Marketplace’s private deals through your Alto IRA will require a Starter Plan. Separate terms and fees apply when using an Alto IRA to invest. See IRA legal terms and pricing. Pricing and terms subject to change.
- Note: Investors who currently have a Pro Plan as required for an existing investment are eligible to invest in Marketplace offerings. Their Pro Plan will not be downgraded to the Starter Plan.
You can reach our Investor Relations team at [email protected], book a meeting HERE, or call them directly at 629-276-4945 from 8:30 – 5pm CST.
