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Presenter Profile:

How they describe themselves: Alto’s mission is Alternatives for All. Alto operates both a wholly-owned trust company and broker dealer and we make it super easy for individuals to access their retirement funds and invest in alternative assets: private companies, private equity, venture capital, private credit, real estate, artwork, crypto and more. Alto serves more than 30,000 clients with more than $1.1 billion invested with Alto.

How they describe their product/innovation: Eric Satz, Founder and CEO, will demonstrate how quick and easy it is to open an Alto IRA, make a deposit or transfer funds from another custodian, and invest in an alternative asset. He will also show how easy it is for a company or fund raising money to create an Issuer account, invite investors, and accept capital.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms

Contacts:

Bus. Dev.: Eric Satz (Founder & CEO), ericsatz@altoira.com
Press: Richard Hoffmann (Director of Growth), rhoffmann@altoira.com