ALTO FOR ADVISORS
One platform for private market deals 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. Alto gives your practice the infrastructure to use it.
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. For those deals, a Private Deal Room isn't a nice-to-have. It's often the only viable path to execution.
That doesn't mean replacing the custodian you already use for everything else. Alto sits alongside your existing relationship as a complement built for specialized assets. In short, 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 refer your investors to a dedicated landing page on accessing the opportunity. Track investor progress in real time and receive funds promptly once authorization is complete.
What this means 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 stays focused on what your practice does best: relationships and portfolios – rather than the paperwork behind them.
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
3,200+
private market issuers raising
67%
of 2025 investments came from a returning investor at an average of three investments per investor.
Alto internal data as of June 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 advisors hold private market deals a traditional custodian can't?
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.
What happens when a client brings an advisor a private market opportunity?
The advisor invites the manager onto Alto's platform. Onboarding takes minutes and requires no technical integration on the advisor's end. From there, the advisor facilitates the investment through the client's IRA, with custody, compliance, and reporting handled by Alto.
How can advisors source private market opportunities for clients themselves?
Advisors can allocate client IRA capital into investments they've already sourced, with custody and compliance handled by Alto. Advisors can also anchor their own investment alongside their clients on the same platform.
What does the private deal room offer advisors who manage their own fund as GP?
Advisors managing their own fund can launch their offering and refer investors to a dedicated landing page for accessing the opportunity. They can track investor progress in real time and receive funds promptly once authorization is complete.
Is Alto's private deal room regulated and insured?
Yes. Alto Trust is a state chartered trust company, Alto Securities is a FINRA/SIPC member, accounts are FDIC-insured up to $250,000 per account holder through Needham Bank, and the platform is SOC 2 Type I and Type II certified.