ALTO FOR ADVISORS
RIA platform for private market investments in retirement accounts
Retirement capital is one of the largest underutilized sources of private market allocation, and for independent practices, one of the more direct levers for organic growth. Built for registered investment advisors, Alto’s platform gives your practice the infrastructure to facilitate private market investments through client IRAs.
paperwork, fragmented systems, or hours lost to
administrative work. Tell us about your practice, and we'll
show you how Alto can work for it.
Your client wants private market exposure. Where do you hold it?
Traditional brokerages can't custody many private structures, including SPVs, direct fund interests, and deals your clients source themselves. Alto Private Deal Room gives advisors a way to facilitate those investments through client retirement accounts.
That doesn't mean replacing the custodian you already use for everything else. Alto complements your existing custodian and RIA platforms with infrastructure built for specialized assets. We support the alternative and private market opportunities your current custodian can't hold.
This applies regardless of firm size. If a client has ever brought you a private market offering, this is built for you, whether you manage $50 million or $5 billion.
Three ways advisors use Alto Private Deal Room
01. A client brings you a private market opportunity
Invite the manager onto Alto's platform. Onboarding takes minutes and requires no technical integration on your end. From there, you facilitate the investment through your client's IRA, with custody, compliance, and reporting handled by Alto.
02. You source private market opportunities for your clients
Allocate client IRA capital into investments you've already sourced, with custody and compliance handled by Alto. You can anchor your own investment alongside your clients on the same platform.
03. You manage your own fund as GP or investment manager
Launch your offering and direct investors to a dedicated landing page to access the opportunity. Track investor progress in real time and receive funds promptly once authorization is complete.
Alternative investment support for your practice
You don't need to become a self-directed IRA expert to facilitate these deals. Alto's team supports account opening, rollovers, transfers, and funding, so your practice can stay focused on client relationships and portfolios.
Turnkey setup, with no technical integration required on your end
Real-time visibility into investor and deal progress
Compliance built for private market structures, not retrofitted from a traditional brokerage model
Direct support from Alto's investor team throughout client onboarding and funding
Regulated, audited and insured
State-chartered trust company (Alto Trust Co.)
FINRA/SIPC member (Alto Securities)
FDIC-insured up to $250,000 per account holder, through Needham Bank
Completed SOC 2 Type I and Type II examinations
Built on AWS, protected by Cloudflare, monitored by DataDog, secured by CrowdStrike
*Private Deal Room offerings are custodied by Alto Trust Co and do not involve Alto Securities.
Alto's private market infrastructure for managers and advisors supports:
$2B+
in assets under custody
32,000+
investors accessing private markets since inception
3,400+
private market issuers raising
70%
of 2025 investments came from a returning investor at an average of three investments per investor.
Alto internal data as of September 30, 2026.
What to know about private market access
Learn how Alto helps financial advisors unlock retirement capital, simplify operational complexity, and give clients a more seamless path into alternative investments.
Where can RIAs hold private market investments their current custodian doesn’t support?
Traditional brokerages can't custody many private structures, including SPVs, direct fund interests, and deals clients source themselves. For those deals, a private deal room is the only path to execution. It doesn't replace the custodian advisors already use for everything else, it sits alongside that relationship as a complement built for specialized assets.
Can advisors bring client-sourced private market deals onto Alto’s platform?
Yes. Alto Private Deal Room lets advisors bring client-sourced opportunities onto the platform rather than limiting them to prelisted offerings. The advisor invites the investment manager onto Alto’s platform, then facilitates the investment through the client’s IRA, with custody, administration, and reporting supported by Alto.
Can advisors use Alto for private market opportunities they have already sourced?
Yes. Advisors can use Alto to allocate client IRA capital into private market investments they have already sourced. Alto provides the custodial and administrative infrastructure to facilitate those investments through its Private Deal Room.
How can advisors who manage a fund use Alto Private Deal Room?
Advisors acting as general partners or investment managers can launch their offering and direct investors to a dedicated landing page to access the opportunity. They can track investor progress in real time and receive funds once authorization is complete.
Who custodies Alto Private Deal Room investments?
Alto Private Deal Room investments are custodied by Alto Solutions, Inc. Private Deal Room offerings do not involve Alto Securities.
What should independent advisors look for in an RIA platform for alternative investments?
When comparing RIA platforms for alternative investments, registered investment advisors should evaluate supported assets, IRA custody, account funding, reporting, and client support. Advisors who source their own opportunities should also check whether the platform accommodates deals beyond prelisted offerings. Alto Private Deal Room supports advisor- and client-sourced private market opportunities through client IRAs.
Do advisors need to replace their existing custodian to use Alto?
No. Alto complements an advisor’s existing custodian relationship with infrastructure for private market investments in client IRAs. Advisors can continue using their current custodian for other assets while using Alto for specialized private market opportunities.
What support does Alto provide for client IRA onboarding and funding?
Alto’s team supports account opening, rollovers, transfers, and funding. Advisors receive real-time visibility into investor and deal progress, with direct support from Alto’s investor team throughout onboarding and funding. Getting started does not require a technical integration on the advisor’s end.
Can RIAs use Alto for private equity investments they have sourced?
Yes. Registered investment advisors (RIAs) can use Alto Private Deal Room to facilitate client or self-sourced private equity investments through their clients’ IRAs. Alto provides custody and administrative support, allowing advisors to bring their own opportunities rather than being limited to prelisted offerings.