/Investor DB

Equity Trust Company

Institutional investor

Westlake · Seed

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Investment thesis

Equity Trust Company is a self-directed IRA and retirement account custodian that enables individuals to hold alternative and traditional assets—such as real estate, private equity, precious metals, cryptocurrency, and promissory notes—within tax-advantaged accounts.

Source: firm website, verified Oct 2, 2026.

Stage
Seed
HQ
Westlake, US
Founded
1974
Tracked investments
12
Acquisitions
2

What they invest in

from 3 of 12 portfolio companies

Healthtech ×2Biotech ×1Cloud Computing ×1Deep Tech ×1Developer Tools ×1Enterprise Software ×1Medical Devices ×1SaaS ×1

HQs:United States×3

Investments · 12 tracked

founders shown can be your intro path
1031 Exchangegetequity1031.com
Andson Biotechandsonbiotech.cominSeed

Andson Biotech develops analytical tools for the analysis of biotherapeutics, aimed at supporting the discovery and development of biologic drugs.

BiotechDeep TechHealthtechAtlanta, US

Mason Chilmonczyk(Founder)inJim Filippini(Executive Officer)in

BoardAndrei Fedorov(Director)Thomas O'Brien(Director)James Ross(Director)Glenn Epstein(Director)

Co-investorsY CombinatorGaingelsMcKesson VenturesMerck Global Health Innovation FundNorthpond VenturesPhase Two Ventures+1 more

Continueetcbrokerage.com
ES Onlineb2clogin.com
how it worksequitytrust.s3.amazonaws.com
Midlandtrustmidlandtrust.com
myEQUITYmyequity.com
Pay an Invoicedirectbiller.com
precious metals/gold dealerinvestmentdistrict.com
RITAritaus.org
UroDev Medicalurodevmedical.comSeedAcquired

UroDev Medical manufactures connected medical devices for people with spinal cord injury and disease, starting with a catheter designed to address neurogenic bladder and urinary incontinence.

HealthtechMedical DevicesSan Clemente, US

Derek Herrera(Founder/CTO)inZach McKinney(Founder/Chief Science Officer)in

Co-investorsFOD CapitalY CombinatorAgrolimen VenturesBaker EastlackLin, Bill | A10 VenturesMRM Family+3 more

WP Enginewpengine.comin𝕏Acquired

WP Engine provides managed hosting and platform services for WordPress websites, serving companies and agencies of all sizes with infrastructure, tools, and support.

Cloud ComputingDeveloper ToolsEnterprise SoftwareSaaSAustin, US

Jason Cohen(Founder)inDavid Brolsma(Executive Officer)inHeather Brunner(Executive Officer)inChad Costello(Executive Officer)inRick Crandall(Director)Mariano Dima(Director)

Co-investorsboldstart venturesCapital FactoryGolub GrowthHazelview VenturesMantella Venture PartnersOnStartups+5 more

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Equity Trust Company made?
Equity Trust Company has 12 tracked investments, 2 of which have exited.
What stage does Equity Trust Company invest at?
Equity Trust Company invests at the Seed stage.
What sectors does Equity Trust Company focus on?
Equity Trust Company focuses on Crypto & Web3, Fintech, Healthtech, PropTech.
Where is Equity Trust Company located?
Equity Trust Company is headquartered in Westlake, US.

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