Insights

Diverse Alternative Assets Equity Institutional offers extensive options in alternative investments including private equity, hedge funds, real estate, commodities, and promissory notes, which can appeal to advisors seeking to diversify client portfolios and meet increasing demand for alternative asset classes.

Growing Client Base With over 300,000 accounts and more than 30 billion dollars under custody, the company demonstrates a robust and expanding customer base, indicating potential for upselling additional custodial or investment services to existing clients.

Technology Integration Utilizing popular web tools like Google Analytics and modern web technologies, Equity Institutional emphasizes digital engagement and data-driven outreach, offering opportunities for targeted marketing and enhanced online service delivery to financial professionals.

Financial Stability With revenue estimates ranging between 10 million to 25 million dollars and a significant market footprint, the company’s financial health suggests capacity for growth initiatives and partnership opportunities within the institutional retirement and alternative asset space.

Market Positioning As one of the oldest and largest custodians of alternative assets, Equity Institutional is well-positioned to leverage its reputation to attract new RIAs and broker-dealers looking for reliable and comprehensive custodial solutions for both traditional and alternative investments.

Equity Institutional Tech Stack

Equity Institutional uses 8 technology products and services including Hotjar, WordPress, MySQL, and more. Explore Equity Institutional's tech stack below.

  • Hotjar
    Analytics
  • WordPress
    Content Management System
  • MySQL
    Database
  • yepnope.js
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

Equity Institutional's Email Address Formats

Equity Institutional uses at least 1 format(s):
Equity Institutional Email FormatsExamplePercentage
F.Last@equityinstitutional.comJ.Doe@equityinstitutional.com
70%
Last@equityinstitutional.comDoe@equityinstitutional.com
20%
FirstLast@equityinstitutional.comJohnDoe@equityinstitutional.com
10%

Frequently Asked Questions

Where is Equity Institutional's headquarters located?

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Equity Institutional's main headquarters is located at 1 Equity Way Westlake, Ohio 44145 United States. The company has employees across 1 continents, including North America.

What is Equity Institutional's official website and social media links?

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Equity Institutional's official website is equityinstitutional.com and has social profiles on LinkedIn.

What is Equity Institutional's NAICS code?

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Equity Institutional's NAICS code is 52 - Finance and Insurance.

How many employees does Equity Institutional have currently?

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As of December 2025, Equity Institutional has approximately 201 employees across 1 continents, including North America. Key team members include Director Of Innovation And Strategy: R. A.Operations Associate: K. D.Employee Relations Specialist: K. P.. Explore Equity Institutional's employee directory with LeadIQ.

What industry does Equity Institutional belong to?

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Equity Institutional operates in the Financial Services industry.

What technology does Equity Institutional use?

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Equity Institutional's tech stack includes HotjarWordPressMySQLyepnope.jsModernizrPHPGoogle Tag ManagerGoogle Analytics.

What is Equity Institutional's email format?

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Equity Institutional's email format typically follows the pattern of F.Last@equityinstitutional.com. Find more Equity Institutional email formats with LeadIQ.

Equity Institutional

Financial ServicesOhio, United States201-500 Employees

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. Equity Trust Company is one of the oldest and largest custodians of alternative assets. We service 300,000+ accounts that total more than $30 billion under custody and administration. Our goal is to make alternative investing easy so that your clients can achieve the diversification they are seeking. In addition to traditional asset categories you can hold in IRAs, Qualified- and Non-Qualified Retirement Plans, you can also hold a wide array of alternative investments such as: · Real Estate Investment Trusts (REITs) · Private Equity/Private Debt · Public Entities (LPs, LLCs) · Hedge Funds · Gold, Silver, Platinum and Palladium (which meet minimum fineness requirements) · Oil and Gas · Residential and Commercial Real Estate · Undeveloped or Raw Land · Promissory Notes and Corporate Debt · Managed Futures, FOREX · Tax Lien Certificates · And much more For more information, please visit www.EquityInstitutional.com. Equity Institutional Sales: 855-871-ALTS (2587) | EISales@equityinstitutional.com Disclosure: Equity Institutional services institutional clients of Equity Trust Company. Equity Trust Company is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Institutional is for educational purposes only and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with a licensed investment, legal, tax or accounting professional.

Section iconCompany Overview

Headquarters
1 Equity Way Westlake, Ohio 44145 United States
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Equity Institutional's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Equity Institutional's revenue is estimated to be in the range of $10M$25M

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