Expanding Service Offerings Equity Trust Company's recent launch of Equity Solo 401(k) and private fund custody solutions indicates their interest in expanding comprehensive retirement and alternative investment services. This opens opportunities to cross-sell specialized custodial and back-office services to attract investors seeking diversified retirement solutions.

Growth in Alternative Assets With a focus on alternative asset classes like real estate, tax liens, and precious metals, Equity Trust is positioned to collaborate with technology providers and platforms that facilitate access to these investments, creating sales opportunities in digital solutions and platform integrations.

Strategic Collaboration Exposure Partnerships with firms like SEPira(k) and Yieldstreet demonstrate their openness to joint ventures and outsourcing, which could be leveraged to introduce new fintech or third-party integrations tailored to their custodial services and expand client offerings.

Market Leadership & Recognition Being recognized as a top self-directed IRA custodian from 2020 to 2025 positions Equity Trust as a market leader. Sales strategies can emphasize their reputation and ongoing growth to attract additional financial professionals and institutions seeking reliable custody solutions.

Digital & Security Focus Utilizing technologies like ISO/IEC 27001 and HSTS indicates a strong emphasis on cybersecurity. This presents an opportunity to offer advanced cybersecurity solutions, compliance services, and secure transaction platforms to support their technology infrastructure.