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Equity Institutional Services

Self-Directed Custodian
Westlake, OH
Industry
Finance
Your contactContact
Adam Sypniewski

About

Equity Trust Company is a financial services provider specializing in self-directed retirement account custody and administration. The company enables investors to hold a wide range of traditional and alternative assets, including real estate, private equity, precious metals, promissory notes, cryptocurrency, and more within a Unified IRA framework.

As an IRS-approved custodian with over 50 years of industry experience, Equity Trust combines technology-enabled workflows with compliance infrastructure to support account setup, transaction processing, and ongoing recordkeeping. Its platform is designed to integrate investment types under a single retirement account and provide structured processes for asset transactions and reporting.

Equity Trust supports both individual and professional investors by delivering operational tools and service capabilities to manage self-directed retirement accounts, maintain regulatory records, and process investment instructions in a streamlined environment.

Core Services

  • Self-Directed IRA Custody
  • Universal IRA Administration
  • Real Estate IRA Processing
  • Alternative Asset Custody
  • Promissory Note Custody
  • Cryptocurrency Custody
Verified Partner
Equity Institutional Services
Westlake, OH

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