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Diverse Alternative Investments Equity Institutional offers a wide array of alternative investment options such as REITs, private equity/debt, hedge funds, precious metals, real estate, and more. This diverse range of offerings provides an opportunity to engage with clients looking for unique investment avenues that traditional financial institutions may not offer.

Tech-Savvy Platform Equity Institutional utilizes a modern tech stack including Hotjar, WordPress, Salesforce, React, Java, and Python. This emphasis on technology demonstrates a forward-thinking approach, which can be leveraged to attract tech-savvy clients and position the company as an innovative custodian partner.

Large Custodial Reach With over $30 billion under custody and administration across 300,000+ accounts, Equity Institutional is one of the largest custodians of alternative assets. Leveraging this extensive reach can present opportunities to tap into a broad client base seeking custodial services for significant asset portfolios.

Focus on Financial Professionals Equity Institutional primarily services financial professionals such as RIAs, brokers, and investment sponsors. By targeting these professionals who manage client assets, there is potential for strategic partnerships and referrals, especially for clients interested in diversifying their portfolios with alternative investments.

Educational Value Proposition The company emphasizes educational content in its communications and positions itself as a provider of knowledge on alternative investing. This educational focus can be leveraged to engage with clients seeking guidance and information, presenting opportunities to build trust and offer value-added services.

Similar companies to Equity Institutional

Equity Institutional Tech Stack

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

  • Hotjar
    Analytics
  • WordPress
    Content Management System
  • Salesforce
    Customer Relationship Management
  • React
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Java
    Programming Languages
  • PHP
    Programming Languages
  • Python
    Programming Languages

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 November 2024, 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 HotjarWordPressSalesforceReactjQueryJavaPHPPython.

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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