Alta Trust Company Employee Directory
Financial ServicesSouth Dakota, United States11-50 Employees
Alta Trust Company is a financial services firm headquartered in Sioux Falls, South Dakota, with 11 to 50 employees. It partners with investment advisors and asset managers to design and implement trust, retirement, custody, and alternative investment solutions aligned with client needs and each partner's operations. The company provides offerings such as collective investment trusts, private funds, advanced estate planning, and custom builds, emphasizing collaboration and creative execution. The Alta Advisor Platform aggregates estate and tax planning, private investments, retirement solutions, custody, and custom builds into one platform to address complex challenges and expand client balance sheets. Chartered in South Dakota, Alta leverages the state's trust framework to provide legal, tax, and structural advantages for modern trust and estate planning. In 2026, Alta Trust launched the Foundation Series Collective Investment Trusts and promoted Brian Harriman to Managing Director over Retirement and Personal Trusts, reflecting ongoing product development and leadership activity.