New WealthBridge platform makes adding alternative investments to retirement accounts as easy as buying a stock
Yieldstreet, the leading private market investing platform, and Equity Trust, one of the largest self-directed IRA custodians in the U.S., announced a strategic partnership that will make it easier than ever to add alternative investments to retirement accounts.
“As we face ongoing uncertainty related to inflation, geopolitical conflict, and rates, we see alternatives as fundamental to help grow and protect your wealth.”
Starting today, Equity Trust’s clients can invest directly in private market alternatives from Yieldstreet through a new platform called WealthBridge. This proprietary technology securely links Equity Trust accounts to Yieldstreet, so clients can add alternatives to their retirement account in just a few clicks. No forms or manual transfers as typically required.
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“WealthBridge makes adding alternative investments to your IRA as easy as adding stocks and bonds,” Yieldstreet CEO Milind Mehere said. “IRAs can allow alternative investments to grow long term, delivering potential outsize returns with tax advantages.”
Yieldstreet offers a wide range of alternative asset classes including real estate, private credit, legal finance, and more. All opportunities are highly vetted by a team of 25+ investment professionals, who approve less than 10% of the offerings they evaluate.
In addition, Equity Trust investors will have access to Yieldstreet’s robust sponsor-managed fund strategies from some of the top investment managers in the world. Current and past investments offered have been managed by Ares, Harbor Group, Onex, StepStone, and more.
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“We believe this increased access to alternative options through Yieldstreet—coupled with the ease of investing with WealthBridge—will be a game-changer for our clients,” Equity Trust CEO George Sullivan said. “This new technology takes the investment process from multiple days to a matter of minutes.”
Self-directed IRAs are among the fastest-growing types of retirement accounts. The vehicle allows individuals to allocate to a range of investment opportunities outside what is offered by most retirement account providers—typically just stocks and bonds.
“We believe a diversified portfolio of private market alternatives is key to achieving your retirement goals,” Yieldstreet Founder and President Michael Weisz said. “As we face ongoing uncertainty related to inflation, geopolitical conflict, and rates, we see alternatives as fundamental to help grow and protect your wealth.”
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