Fundraising Fox

Alto IRA

Founded 2015 Β· 131 employees on LinkedIn Β· 25 known investors

Find your way into Alto IRA

297 people in our graph share verified history with the Alto IRA team β€” schools, employers, funds. One of them is your warm intro.

David Phuunlockedknows Eric Satz Β· together at Currenex (overlapped)
Γ—2knows the team Β· via Currenex
Γ—9knows the team Β· via Amherst College

Alto operates a platform for self-directed IRAs, letting individuals fund retirement accounts via IRA transfers, employer-plan rollovers, or cash contributions and invest those funds in private markets. It manages the funding process to keep accounts compliant with IRS regulations.

Also known as Alto Β· Alto Solutions, Inc. Β· AltoIRA

Founders & leadership

Alto IRA was founded in 2015 by Eric Satz.

ESEric Satz
Eric SatzinFounder Β· CEOEric Satz is founder and CEO of Alto, a self-directed IRA platform that enables individuals to invest retirement funds in alternative assets including private equity, venture capital, real estate, and farmland. He also hosts The Altogether Show, a podcast covering personal finance and entrepreneurship.

Investors Β· 25

Company profile

researched Aug 2026

Alto (legal entity Alto Solutions, Inc.) operates a self-directed IRA (SDIRA) platform that allows individuals to use tax-advantaged retirement capital to invest in assets outside the public markets, including private equity, private credit, venture capital, startups, real estate, farmland, infrastructure and securitized collectibles. Account types offered are Traditional, SEP and Roth self-directed IRAs, which can be funded by cash contribution, IRA transfer, or rollover from an existing IRA, 401(a), 401(k), 403(b), 457 or TSP account. The company says its platform includes tooling meant to help investors avoid prohibited transactions under the Internal Revenue Code, and its site references a licensed trust company (Alto Trust) and regulated custody as part of its infrastructure.

The platform serves three stated constituencies: individual investors, issuers raising capital, and private wealth advisors. Individual investors can access Alto Marketplace, a curated set of private offerings for accredited investors powered by broker-dealer affiliate Alto Securities, or use the "bring a deal"/private deal room workflow to place an externally sourced private offering into an IRA. Issuers open an issuer account, configure an offering for retirement-account investors, invite and approve investor commitments, after which Alto executes the subscription agreement and delivers funds, typically within two business days. Alto also offers enterprise solutions that embed retirement-account investing into third-party platforms. In November 2025 Alto sold its CryptoIRA business to Public, shifting focus to private market investing in retirement accounts.

Alto states it is not a registered broker-dealer or investment advisor and does not promote individual investment opportunities or provide investment advice to clients.

Compiled by commissioned research from 8 cited public sources β€” announcements, filings, and press listed under research sources below.

Key figures

latest reported
Assets under custodyJun 2026$2B
Investors since inceptionJun 202632,000 investors
IRA investors servedJan 202215,000 investors
Private investment processing feeJan 2026$75
Quarterly account fee (total invested capital $0.01–$29,999.99)Jan 2026$37.5
Quarterly account fee (total invested capital $30,000+)Jan 2026$100

Company-reported or press-reported figures, each dated to when it was claimed β€” not independently audited.

Founder mafia

3 people who came through Alto IRA went on to found or lead other companies.

Timeline Β· 19

launches, deals, and filings
Aug 2026
Alto launches Private Deal Room for RIAs

End-to-end digital platform addressing operational and compliance challenges in executing and custodying private markets investments inside retirement accounts, positioned for registered investment advisors.

source β†—

Jul 2026
Alto adds Energea to Alto Marketplace

Addition gives accredited investors access to a yield-generating portfolio of community solar projects in Brazil through self-directed IRAs.

source β†—

May 2026
Alto and FarmTogether partner on farmland investing in self-directed IRAs

Partnership gives accredited investors access to U.S. farmland as an asset class through self-directed IRAs.

source β†—

Mar 2026
Alto and Decile Group partner on retirement capital for emerging venture funds

Partnership streamlines fundraising workflows and enables Decile-trained GPs to accept self-directed IRA investments through Alto.

source β†—

Jan 2026
Alto and Passthrough partner to expand IRA access for private fund managers

Partnership aims to simplify investor onboarding and KYC/AML compliance for private fund managers accepting IRA capital.

source β†—

Jan 2026
Alto expands business development leadership

Evan Deussing named Head of Revenue and Ari Koban named VP of Enterprise to support institutional demand and enterprise partnerships.

source β†—

Dec 2025
Canopy partners with Alto to streamline IRA investing in private deals

source β†—

Nov 2025
Public acquires Alto's CryptoIRA business

Alto sold its CryptoIRA business to Public, shifting its focus to private market investments in retirement accounts.

source β†—

Sep 2025
Alto partners with FranShares

Partnership unlocks IRA access to franchise investing.

source β†—

Sep 2025
Stacy Mauro joins Alto as VP of Engineering

Mauro to lead engineering as investor demand grows.

source β†—

Aug 2025
Alto hires executives from J.P. Morgan Wealth Management and Securitize

Strategic hires announced as a shifting regulatory landscape is expected to expand private market access for retail investors.

source β†—

Jul 2025
Alto publishes study on IRA utilization gaps in alternative investing

Survey found 68% of investors may be missing tax-advantaged diversification opportunities.

source β†—

Jul 2025
Alto partners with MainGrid Infrastructure

Partnership provides investor access to bitcoin mining operations.

source β†—

May 2025
Alto introduces Ginkgo REIT Inc. on Alto Marketplace

Addition expands private real estate opportunities on the marketplace.

source β†—

Apr 2025
Alto and InvestX partner on pre-IPO access using retirement funds

source β†—

Jan 2022
Alto closes $40M Series B led by Advance Venture Partners

Alto Solutions, Inc. announced the close of a $40 million Series B led by Advance Venture Partners with participation from Unusual Ventures, Acrew Capital, Alpha Edison, Foundation Capital, Gaingels and Coinbase Ventures. Proceeds were earmarked for broadening the Alto IRA and Alto CryptoIRA platforms, hiring, and new product development. AVP founder and Managing Partner David T. ibnAle joined Alto's board.

$40M source β†—

Jan 2022
David T. ibnAle joins Alto board of directors

Founder and Managing Partner of Advance Venture Partners joined Alto's Board of Directors in connection with the Series B.

source β†—

Apr 2021
Alto closes $17M Series A

$17M source β†—

Jan 2018
Alto launches self-directed IRA platform

Alto launched its self-directed IRA platform in 2018 to let individuals invest in alternative assets with retirement funds.

source β†—

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

In the news

β–ΈResearch sources Β· 8

primary sources listed

8 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Alto IRA do?
Alto is a Nashville-based fintech offering self-directed IRAs that let investors hold private market and alternative assets.
Who founded Alto IRA?
Alto IRA was founded by Eric Satz in 2015.
Who are Alto IRA's investors?
Alto IRA's investors include Acrew Capital, Advance Venture Partners, Alpha Edison, alphabet angels, Alumni Ventures, Amplify.LA, Atacama Ventures, Basecamp Fund and 17 more.