Diverse Investment Services Equity Trust Company offers a broad range of custodial and back-office solutions for alternative assets including real estate, precious metals, tax liens, and private equity, presenting multiple avenues for cross-selling related investment products and advisory services.

Market Leadership As a recognized leader and award-winning self-directed IRA custodian with over 50 years of experience, Equity Trust has a strong reputation that can be leveraged to build strategic partnerships and expand its client base in the self-directed retirement sector.

Recent Product Launches The introduction of the Equity Solo 401(k) and Private Fund Custody Solutions signals ongoing product innovation, offering sales opportunities to target self-employed individuals, solopreneurs, and institutional investors seeking comprehensive retirement and private fund management.

Strategic Partnerships Recent collaborations with Priority Gold, CrowdStreet, Inc., and BiggerPockets demonstrate the company's focus on expanding access to alternative investments and financial literacy, providing potential for joint marketing initiatives and targeted outreach to real estate and precious metals investors.

Technology Adoption Utilizing a modern tech stack including Azure DevOps, Hootsuite, and iOS, Equity Trust is well-positioned to enhance digital engagement and streamline onboarding, creating opportunities to offer integrated fintech solutions and digital platforms to existing and prospective clients.