Alto gives individual investors the ability to access and execute investments in alternative assets, such as private companies - including private equity and VC funds - real estate, and marketplace loans, using their retirement savings. The firm's cost-effective and hassle-free technology platform streamlines the process for companies, funds, borrowers, and investment platform partners to include IRA investors in their offerings. Alto's current investment platform partners include: AngelList, Carofin, EquityZen, Forge Global, Groundfloor, MasterWorks, Republic, Silicon Prairie, and Wefunder. Launched in 2018, the Nashville-based firm provides investors with an opportunity to achieve true asset diversification in their portfolios while maintaining tax advantages in their retirement savings.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 08/29/19 | $5,400,000 | Seed |
AmplifyLA Foundation Capital Jefferson River Capital  Moment Ventures Scout Fund | undisclosed |
| 04/20/21 | $17,000,000 | Series A |
aCrew Capital Alpha Edison Carta Coinbase Ventures Franklin Templeton Moment Ventures New York Life Ventures Stone Ridge Holdings Group Unusual Ventures | undisclosed |
| 01/06/22 | $40,000,000 | Series B |
aCrew Capital Advance Venture Partners Alpha Edison Coinbase Ventures Foundation Capital Gaingels Unusual Ventures | undisclosed |
