Insights

Diversified Investment Options Equity Institutional offers a wide array of alternative investment options such as REITs, private equity, hedge funds, precious metals, real estate, and more. Highlighting the diversification benefits of these investments to clients can lead to potential sales opportunities.

Large Custodial Base With over 300,000 accounts totaling more than $30 billion under custody, Equity Institutional has a substantial custodial base. Leveraging the credibility of being one of the oldest and largest custodians of alternative assets can attract clients looking for a secure and established partner in their investment journey.

Alternative Asset Expertise Equity Institutional specializes in servicing RIAs, registered reps, broker-dealers, and other financial professionals in managing alternative assets. Positioning the company as an expert in alternative investments can appeal to clients seeking specialized custodial services for their unique investment needs.

Tech-Forward Approach Equity Institutional utilizes a tech stack that includes Hotjar, Salesforce, Python, and more, showcasing a tech-forward approach. Emphasizing the efficiency and security offered by the company's technology infrastructure can resonate with clients looking for modern and reliable financial services solutions.

Growing Financial Market Presence In a market with similar companies like The Entrust Group, STRATA Trust Company, and Horizon Trust Company, Equity Institutional stands out due to its larger custodial base and diversified investment options. Capitalizing on its growing financial market presence can lead to increased sales and market share.

Equity Institutional Tech Stack

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

  • Hotjar
    Analytics
  • Salesforce
    Customer Relationship Management
  • MySQL
    Database
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Python
    Programming Languages
  • Google
    Search Engines
  • Google Tag Manager
    Tag Management

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
41%
Last@equityinstitutional.comDoe@equityinstitutional.com
12%
FirstLast@equityinstitutional.comJohnDoe@equityinstitutional.com
6%
F.Last@equityinstitutional.comJ.Doe@equityinstitutional.com
41%

Frequently Asked Questions

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 April 2025, Equity Institutional has approximately 201 employees across 1 continents, including North America. Key team members include Director Of Innovation And Strategy: R. A.Relationship Manager: A. D.Business Development Manager: D. M.. 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 HotjarSalesforceMySQLjQueryModernizrPythonGoogleGoogle Tag Manager.

What is Equity Institutional's email format?

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Equity Institutional's email format typically follows the pattern of . Find more Equity Institutional email formats with LeadIQ.
Equity Institutional

Equity Institutional

Financial Services201-500 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

NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

Section iconFunding & Financials

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