Is your custodian getting in the way?
Finally, a tech-driven custodian that works with your existing tools.
Unlock new opportunities with private assets. Manage your entire book of private investments that integrates directly with with most major wealth platforms
Download your free Alternative Investment Guide
What's inside
- Alts industry expected to reach $24 T by 2028
- Which private assets are advisors
prioritizing in 2026? - How advisors are dealing with compliance issues and paper taxes
- How one firm increased wallet share through a private assets with American Estate & Trust
How we work with RIAs
Sophisticated tax strategies
Help clients unlock tax advantaged opportunities by integrating private assets within IRAs, 401(k)s, and other qualified accounts.
Automated workflows
Streamline investor onboarding, funding, and reporting with digital tools that reduce manual effort and eliminate administrative bottlenecks
Compliance and custody
Ensure every private placement meets rigorous regulatory standards through automated valuations, IRS reporting, and secure record-keeping.
Custom investment
Use AET s flexible platform to structure and launch proprietary investment offerings tailored to your clients goals.
About us
AET helps securely custody your alternative investments such as real estate, private equity, and other non traditional assets while your financial advisor continues to guide your investment strategy.
What we do
Custody private assets inside traditional and tax advantaged accounts such as trusts, IRAs, 401(k)s, and more.
Who we serve
Professionals who actively invest in private assets, but do not have the infrastructure to track, manage, or advise effectively.
How we're different
- Leading specialist custodian for private assets
- Simple integration with your existing platforms
- Flat-fee pricing with no minimums
- White-glove service with dedicated support
Key Benefits for RIAs
Expand AUM through broader asset access
Support client-directed private investments while maintaining visibility and control, without taking custody or assuming additional operational burden.
Streamlined, compliant custody
We handle the heavy lifting. AET serves as the qualified custodian and recordkeeper, helping you meet fiduciary responsibilities.
Attract, retain forward-thinking clients
Younger generations want diversified portfolios. Future-proof your business by offering alternative solutions that meet the demand of Gen Z and beyond.