Fundraising FoxEquity Trust Company
Institutional investorWestlake · 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.
What they invest in
from 9 of 12 portfolio companiesFintech ×6Enterprise Software ×2Healthtech ×2PropTech ×2SaaS ×2Biotech ×1Cloud Computing ×1Deep Tech ×1
HQs:United States×5
Investments · 12 tracked
founders shown can be your intro pathEquity 1031 Exchange acts as a qualified intermediary that facilitates tax-deferred 1031 exchanges for real estate investors across the United States, including delayed, reverse, and improvement exchanges.
FintechPropTech
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)inRob Grier(Vice President of Operations)
BoardAndrei Fedorov(Director)Thomas O'Brien(Director)James Ross(Director)
Co-investorsGaingelsPhase Two VenturesY CombinatorMcKesson VenturesMerck Global Health Innovation FundNorthpond Ventures+1 more
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ETC Brokerage Services provides stock, bond, mutual fund, ETF, and fixed income trading to existing Equity Trust Company clients, allowing them to combine traditional publicly traded assets with alternative investments inside a self-directed IRA or custodial account.
Fintech
Midland Trust, part of the Equity family of companies, is a directed custodian providing self-directed IRA and alternative asset custody along with 1031 exchange qualified intermediary services.
Fintech
DirectBiller provides billing and payment software with integrated invoicing, collections, self-service, and account management for SMBs and enterprises across industries such as utilities, insurance, education, government, and healthcare.
Enterprise SoftwareFintechSaaS
Investment District is an online marketplace that curates alternative-investment opportunities—including private real estate funds, turnkey rental properties, lending funds, crowdfunding offerings, and cryptocurrency/precious-metals IRAs—for individual and accredited investors.
FintechMarketplacesPropTech
The Retirement Industry Trust Association (RITA) is a trade association for the self-directed retirement plan industry, representing regulated banks, trust companies, and industry professionals in the United States.
FintechImpact & Social Good
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(CTO)inZach McKinney(Chief Science Officer)in
Co-investorsFOD CapitalWestern Technology InvestmentY CombinatorAgrolimen VenturesBaker EastlackLin, Bill | A10 Ventures+4 more
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+6 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
ES Onlinehow it worksmyEQUITY
Portfolio news
latest coverage across their companiesAndson Biotech · andsonbiotech.com · Oct 27, 2025
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.
- Who does Equity Trust Company co-invest with?
- Equity Trust Company most often shares deals with Acario Innovation, Capital Factory, Golub Growth, among 14 tracked co-investors.
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