Equity Institutional Employee Directory

Financial ServicesOhio, United States201-500 Employees

Equity Institutional, which operates through Equity Trust Company, provides custodial services for IRAs, qualified retirement plans, and non-qualified accounts that cover both traditional and alternative assets. Its services target financial professionals, including RIAs, registered reps, broker-dealers, investment sponsors, and precious metals dealers, enabling them to custody and administer a diverse range of assets. The company is based in Westlake, Ohio, and positions itself within the financial services industry.

Equity Trust Company is noted as one of the oldest and largest custodians of alternative assets, with more than 300,000 accounts under administration and custody totaling over $30 billion. Its client offerings span assets such as REITs, private equity and debt, hedge funds, various precious metals, real estate, and other non-traditional investments, in addition to traditional holdings within retirement accounts. The overall objective is to simplify access to alternatives to support diversification for clients and their financial professionals.

Find Equity Institutional employees' phone numbers or email addresses

Equity Institutional Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Equity Institutional's Leadership

  • Stylized image of a person
    R. A.
    Director Of Innovation And Strategy
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  • Stylized image of a person
    K. D.
    Operations Associate
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  • Stylized image of a person
    K. P.
    Employee Relations Specialist
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  • Stylized image of a person
    M. P.
    Marketing Specialist
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Equity Institutional Employee Metrics

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50%
0%
2026
2025
  • Operations
  • Business Development
  • Administrative
  • Analytics
  • Customer Success
  • Other
  • Solutions Engineering
  • Marketing
  • Banking
  • Accounting

Contact profiles from Equity Institutional

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. A.
    Director Of Innovation And Strategy
    Phone icon
    Feb 11, 2026
  • Stylized image of a person
    K. D.
    Operations Associate
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. P.
    Employee Relations Specialist
    Phone icon
    UNITED STATES
    Apr 23, 2026
  • Stylized image of a person
    M. P.
    Marketing Specialist
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Equity Institutional known for?

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Equity Institutional operates in the Financial Services industry. The company's main headquarters is located in 1 Equity Way Westlake, Ohio 44145 United States. Explore Equity Institutional's company overview page for more information.

What is Equity Institutional's most common email format?

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Equity Institutional employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equity Institutional email formats with LeadIQ.

How many employees does Equity Institutional have currently?

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Equity Institutional has approximately 201 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Equity Institutional's key employees and leadership?

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As of December 2025, Equity Institutional's key employees include:

  • Director Of Innovation And Strategy: R. A.
  • Operations Associate: K. D.
  • Employee Relations Specialist: K. P.
  • Marketing Specialist: M. P.

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