Equity Trust Company Tech Stack

Self-directed IRA custodian for alternative asset investments

Financial Services Westlake, Ohio 201–500 employees Founded 1974 Privately Held

Equity Trust Company operates a self-directed IRA custodian platform enabling investors to hold alternative assets—real estate, private equity, tax liens, precious metals—within tax-advantaged accounts. The tech stack is lightweight (Salesforce, Office, social media) and hiring skews operations-heavy relative to sales, suggesting infrastructure and compliance scaling rather than product velocity; pain points center on process gaps, client satisfaction, and cross-sell growth, indicating an operational maturity business facing friction in retention and upsell mechanics.

Tech Stack 10 technologies

Core StackSalesforce Microsoft Office LinkedIn Meta Instagram TikTok YouTube Excel Word Outlook

What Equity Trust Company Is Building

◆Challenges

Expanding private client group business
Process gaps
Improving client satisfaction
Strengthening client loyalty
Improving online reputation
Process inefficiencies
Risk exposures
Exceptions to process
Renewal growth cross-sell
Partnership ecosystem expansion

▲Active Projects

Partnership development
Pipeline execution
Market intelligence
Video series development
Product launch campaigns
Webinar content creation

Hiring Activity

Steady15 roles · 6 in 30d

Department

Ops

Sales

Finance

Marketing

Support

Tax

Seniority

Mid

Manager

Senior

Junior

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About Equity Trust Company

Equity Trust Company is a self-directed IRA custodian serving individual investors, financial advisors, and institutions seeking alternative asset diversification. Founded in 1974, the company has grown from a brokerage into a custody platform handling real estate IRAs, precious metals accounts, private equity IRAs, and tax-lien investments. The service set includes custodial administration, back-office solutions for registered investment advisors (RIAs), brokerage and directed trustee services, and financial education. The company operates at 201–500 employees and is headquartered in Westlake, Ohio.

HeadquartersWestlake, Ohio

Company Size201–500 employees

Founded1974

Hiring MarketsUnited States

Frequently Asked Questions

What is Equity Trust Company's core business?

Equity Trust Company provides self-directed IRA custodian services for alternative investments including real estate, private equity, tax liens, and precious metals. Founded in 1974, it now serves hundreds of thousands of investors and is recognized by Investopedia as Best Overall Self-Directed IRA Custodian 2020–2025.

What tech stack does Equity Trust Company use?

Primary tools include Salesforce for CRM, Microsoft Office suite (Excel, Word, Outlook), and LinkedIn and social media (Meta, Instagram, TikTok, YouTube) for marketing. No recent major tech adoptions or replacements are documented.