Nearly Limitless Options
in One IRA
Invest in both traditional and alternative assets with a single custodian – ready to go beyond a self-directed IRA?
Notice: Be vigilant of potential scam callers impersonating Equity Trust employees. Learn More.
If you are a current Midland Trust client, please click here to log in to your account. Looking for account resources? Click here.
CLEVELAND, OHIO, APRIL 15, 2021
Equity Trust Company, a leading, technology-enabled financial services company offering alternative asset custody in retirement accounts, announced their formal relationship with iintoo, a fintech startup that operates a digital alternative investment platform. iintoo’s technology empowers retail investors by giving them the access and tools necessary to take control of their financial future via pre-vetted commercial real estate opportunities, starting with as little as $25,000.
This exciting partnership enables Equity Trust Company and iintoo to provide a seamlessly integrated investment experience through myEQUITY Connect’s customizable API suite, which streamlines the process of self-directing IRA funds to a broader range of alternative investments via a retirement account. As a result, investors now have a broader spectrum of investment opportunities to choose from – as well as a more flexible and intuitive way to fund their investments.
Through iintoo’s innovative investment platform, accredited investors can easily diversify into commercial real estate via private placement offerings that were once only available to institutional investors and the ultra-wealthy. This allows individual investors to be more proactive with their retirement portfolio by investing directly in the investments that fit with their own investment strategies and financial objectives. In addition, investors can benefit from greater geographic diversification, tax advantages, and full transparency.
“The common goal for Equity Trust and iintoo is to simplify the client experience, allowing the client to stay on a single platform to establish and fund their IRA, and to select the investment of their choice, said Jessica Hunley, Senior Product Manager, Digital Products at Equity Trust Company. “The integration of myEQUITY Connect with iintoo’s investment platform allows for the most streamlined investor experience.”
“We believe iintoo’s integration with Equity Trust will deliver significant benefits to our investors,” added Orian Dagan, CEO of iintoo, “many of whom are already investing in commercial real estate through their retirement accounts. Our digital platform will further ease the investment experience by simplifying parts of the process that are often extremely time-consuming and cumbersome to investors. Furthermore, investors who invest through their IRAs stand to gain many benefits which go beyond the investment process, including full access to iintoo’s continual monitoring of its commercial properties and real time updates which enable investors to keep a close tab on their investments.”
About Equity Trust Company
Equity Trust Company (https://www.trustetc.com) is a financial services company that offers individual investors, financial professionals, and institutions the ability to invest in alternative asset classes, including real estate, tax liens, private equity, and precious metals. The Equity Trust family of companies offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for Registered Investment Advisors, brokerage services, directed trustee services and more. Equity Trust Company evolved from a predecessor brokerage firm which started in 1974, to a financial services company today with over $29 billion in assets under custody and administration (as of 12/31/20).
About iintoo Investments, Ltd.
iintoo is a New York-based alternative investment platform founded in 2015 which specializes in exit-oriented alternative investments. Since inception, iintoo has raised and/or managed over $670 million in private equity for more than 380 deals amounting to $2.9 billion in gross asset value. Through its proprietary underwriting platform, iintoo utilizes market data as well as predefined deal criteria for properties and sponsors to vet its investments. In addition, iintoo actively manages every investment throughout its lifetime to mitigate risk for investors. As a result, investors can benefit from iintoo’s hands-on oversight over every opportunity from day one through exit, short investment periods that allow investors to realize liquidity sooner, and a rigorous, data-driven vetting process designed to single out high quality projects. For more information visit: https://www.iintoo.com.
Let’s talk about your financial future.
Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.
By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive emails from Equity Trust and seek information, contact us at 855-233-4382.
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
Continue