As 2024 comes to a close, we’re taking a moment to reflect on everything we’ve accomplished together this year. From groundbreaking milestones to exciting educational resources, it’s been a year of growth, learning, and success. Let’s look back on what made 2024 unforgettable.
Whether you’re interested in learning about our 50 years of leadership, client successes, or the content you loved most, you can easily navigate through the highlights below. Click on a section to jump straight to what interests you, or scroll to start from the beginning:
A legacy of leadership
This year marked 50 years of Equity Trust leading the way in financial services, a milestone we’re incredibly proud of. As the best overall self-directed IRA company, this achievement reflects our unwavering commitment to empowering individuals through innovative solutions and exceptional service.
Equity Trust reached a remarkable $52 billion in assets under custody and administration. This milestone reflects the trust our clients place in us to help them grow and manage their investments. With over 368,000 accounts served, our focus remains on providing the support to help you reach your financial goals.
It’s a testament to your trust and commitment that we’ve reached these heights. These accomplishments are more than just numbers – they represent decades of dedication to our clients’ success.
Together, we achieved big in 2024
This year, your achievements stood out. Whether it was diversifying portfolios or opening new accounts, 2024 was a year of progress.
Precious metals emerged as the most widely invested asset among our clients, highlighting their ongoing appeal as a preferred choice for diversification and long-term wealth-building strategies. strategies. Traditional assets and entities, such as private stock and private equity, took second and third place. Cryptocurrency ended up as the fourth most invested asset, followed by private lending through promissory notes.
The continued presence of traditional assets in clients’ accounts highlights the value investors place on diversification within their portfolios. With the Universal IRA, managing these traditional investments alongside alternative assets has never been easier. By combining both within a single IRA, investors can streamline their strategies while taking full advantage of diversification opportunities.
We also saw more of you taking charge of your financial futures with 35,420 new accounts opened this year. Our clients shared their experiences, with 493 5-star reviews left this year. These reviews reflect not only your satisfaction but also the trust you’ve placed in us to help guide your retirement investments.
Your dedication to growth inspires us every day. These numbers reflect not just milestones, but the impact of a community working toward financial freedom.
Revolutionizing IRAs in 2024
2025 marked the year that Equity Trust redefined how investors can approach retirement. With the ability to diversify across both public and alternative investments – all within a single IRA – the Universal IRA offers individuals the opportunity to optimize their wealth-building potential.
Instead of juggling multiple IRAs and custodians, the Universal IRA brings everything together, offering simplicity and flexibility. From traditional stocks and bonds to real estate and cryptocurrency, investors can now build a truly diversified portfolio to set themselves up for retirement.
Most loved wealth-building content of 2024
Education is at the core of what we do, and this year, our content reached more investors than ever before. These were your favorites:
Our most-read blog, Lowest Cost-of-Living Adjustment in Years?: What to Know, provided clarity on the 2025 Social Security adjustments. This timely content resonated with readers looking to navigate important updates in retirement planning.
On YouTube, the highest-viewed video, Leveraging an LLC for a 65% Return in 14 Months, captivated viewers by showcasing a case study of one investor who utilized his IRA to grow his retirement and make an impact on his community.
The most popular education course, The Ultimate Self-Directed IRA Starter Pack, became a go-to resource for clients exploring the basics of self-directed IRAs. This comprehensive course empowered many of you to take control of your retirement investments with confidence.
From blogs to videos to education courses, we’re here to make complex financial topics easier to understand and actionable for you.
Recognizing excellence
At Equity Trust, we strive to provide the best resources and support. This year, our team continued to deliver unmatched expertise and service:
The Equity 1031 Exchange team now includes 2 Certified Exchange Specialists® (CES®), a designation held by only 169 professionals nationwide. This achievement reflects the depth of knowledge and years of industry experience required to earn this prestigious credential, further solidifying the strength of our Equity 1031 Exchange team.
With a workforce of over 400 associates, Equity Trust continues to grow while maintaining a focus on delivering excellent service. This team processed more than 2 million transactions this year, ensuring that every client’s investment journey is seamless and efficient.
It’s the people behind the numbers that make it all happen. A special thank-you to our associates, who ensure that your investment journey runs smoothly.
Thank you for an incredible 2024!
As we look back on this year, we’re filled with gratitude for the milestones we’ve shared with you. From the successes you’ve achieved to the trust you’ve placed in us – it’s been a remarkable journey.
Here’s to another year of growth, success, and building brighter financial futures together. Cheers to 2025!
