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§ Private Profile · Nashville, TN, USA
Self-directed IRA platform for investors to allocate retirement funds to alternative assets like private markets & crypto.
Based in Nashville, Tennessee, Alto Solutions provides a self-directed Individual Retirement Account platform that enables retail investors to allocate tax-advantaged savings toward alternative assets such as private equity, venture capital, real estate, and cryptocurrency. The financial technology company generates revenue through account administration and transaction fees while operating divisions for broker-dealer services and alternative investment advisory. The platform currently manages over $1.4 billion in assets under custody across more than 30,000 funded accounts. Alto Solutions integrates with dozens of alternative investment platforms to facilitate these transactions, maintaining partnerships with notable entities like AngelList, Masterworks, and Republic. To support its ongoing expansion, the enterprise has raised approximately $70 million in total venture funding, including a $40 million Series B round backed by Advance Venture Partners and Coinbase Ventures. Alto Solutions was founded in 2015 by Eric Satz.
Alto Solutions has raised $65.0M across 4 funding rounds.
Alto Solutions has raised $65.0M in total across 4 funding rounds.
Alto Solutions has raised $65.0M across 4 funding rounds. Most recently, it raised $40.0M Series B in January 2022.
Alto Solutions has raised $65.0M in total across 4 funding rounds.
Alto Solutions's investors include Advance Venture Partners, Bessemer Venture Partners, Collaborative Seed & Growth Partners, ENIAC Ventures, Episode 1 Ventures, LAUNCH, New Climate Ventures, Next Play Ventures, Obvious Ventures, REMUS Capital, Unusual Ventures, Vertical Venture Partners.
Alto Solutions is a Nashville-based financial technology company that provides a self-directed IRA platform, enabling everyday investors to allocate retirement funds to alternative assets like startups, private securities, cryptocurrencies, private equity, venture capital, real estate, loans, and more[1][4]. It serves retail investors seeking portfolio diversification and issuers needing efficient capital raising, solving the problem of limited access to these investments—previously reserved for wealthy or institutional players—through streamlined, automated processes and tax-advantaged IRA options including Traditional, Roth, SEP, and Crypto IRAs[1][4]. The platform simplifies IRA rollovers, ensures regulatory compliance, and offers tools for investor education and wealth management, with recent growth marked by executive hires from J.P. Morgan and Securitize in 2025[4].
Founded in 2016 by Eric Satz, who serves as CEO, Alto Solutions emerged to democratize alternative asset investing via IRAs, headquartered in Nashville, Tennessee[1][4]. Satz's vision addressed the complexity and inaccessibility of private market deals for individual investors, leveraging technology to automate investments and reduce barriers[1]. Early traction built on its mission to empower retail investors, with Katrina Welty as CPO contributing to product development; pivotal moments include partnerships like Alto x FranShares and 2025 leadership expansions to fuel scaling[4].
Alto Solutions rides the fintech trend of democratizing alternative investments amid rising retail interest in private markets, crypto, and startups, accelerated by platforms lowering entry barriers for non-accredited investors[1][4]. Timing aligns with post-2020 surges in self-directed investing and IRA alternatives, fueled by market forces like low interest rates on traditional assets, crypto mainstreaming, and regulatory shifts enabling broader access[1]. It influences the ecosystem by bridging retail capital to startups and issuers, boosting liquidity in private markets and fostering innovation in underserved segments like real estate and venture deals[4].
Alto Solutions is poised for expansion through its scalable platform and new executive talent, potentially capturing more of the $30+ trillion IRA market by deepening crypto/real estate integrations and global reach[1][4]. Trends like AI-driven personalization, tokenized assets, and regulatory easing for retail alts will shape its path, evolving its role from niche enabler to mainstream gateway for alternative investing[1][4]. As it scales, expect heightened influence in fintech, mirroring its founding goal of empowering everyday Americans in high-growth opportunities.