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Equity Institutional logo — company profile

Equity Institutional

Founded 1974 United States Westlake, United States 5 employees Financial Services, Payments +1

General Information

Company Name Equity Institutional
Founded Year 1974
Location United States Westlake, United States +1
Employees 5
Industries Financial Services, Payments, Banking
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About Equity Institutional

Equity Institutional, established in 1974, operates through Equity Trust Company and specializes in providing custodial accounts for alternative and traditional assets. The company boasts over $25 billion under custody and administration, positioning itself as one of the oldest and largest custodians in the alternative assets market. Equity Institutional caters to a wide range of financial professionals, offering IRAs, qualified retirement plans, and non-qualified custodial accounts for various asset categories, including real estate investment trusts, private equity/debt, hedge funds, precious metals, and more. Equity Institutional's commitment is to simplify alternative investing, enabling clients to achieve their diversification goals. The company's extensive offering covers an array of alternative investments, from real estate and oil/gas to promissory notes and tax lien certificates. Notably, it serves RIAs, registered representatives, broker-dealers, and investment sponsors. While Equity Trust Company is the directed custodian, it does not provide tax, legal, or investment advice. Instead, it focuses on educational purposes, recommending consulting licensed professionals for investment decisions. With a strong presence in the United States, Equity Institutional's comprehensive range of services and its focus on alternative investments position it as an attractive prospect for investors seeking exposure in the financial services and banking industries. The absence of recent investment data signifies a potential opportunity for venture capital input to further propel the company's growth and expansion, providing potential synergies and opportunities for value creation.

Taxonomy: alternative investments, IRA custodian, retirement planning, financial professionals, real estate investment, private equity, hedge funds, precious metals, tax lien certificates, institutional clients

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Equity Institutional Alternatives & Competitors

Equity Institutional vs
Alto
Alto United States

Invest in private equity, venture capital, real estate, cryptocurrency, and other alternative assets...

Series B
119 employees
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Equity Institutional vs
Equity Trust Company
Equity Trust Company United States

A leading custodian of self-directed retirement accounts, with more than $52 billion in assets under...

479 employees
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Equity Institutional vs
Pacific Premier Trust, a Division of Pacific Premier Bank
Pacific Premier Trust, a Division of Pacific Premier Bank United States

On June 1, 2020 PENSCO Trust Company officially became Pacific Premier Trust, a division of Pacific...

Debt Financing
127 employees
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FAQ About Equity Institutional

Equity Institutional (through Equity Trust Company) offers IRAs, qualified retirement plans and non-qualified custodial accounts for alternative and traditional assets. We service RIAs, registered reps, broker-dealers, investment sponsors, precious metals dealers and other financial professionals. E...
Equity Institutional was founded in 1974.
Equity Institutional is headquartered in Westlake, United States.
Equity Institutional operates in the following industries: Financial Services, Payments, Banking.
Equity Institutional has approximately 5 employees.
Top alternatives and competitors to Equity Institutional include Alto, Equity Trust Company, Pacific Premier Trust, a Division of Pacific Premier Bank, Preferred Trust, Rocaton Investment Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Equity Institutional and Alto are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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