Alto

Private

Nashville, TennesseeFinTechhttps://www.altoira.com

Last Round

Series B

Jan 5, 2022

Total Funding Raised

$63.39M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Alto is a financial technology company that provides a self-directed IRA platform for individuals to invest in alternative assets.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Personal Finance, Compliance & Risk

Business Model

B2C

Customer Profile

Subscription SaaS, Payment Processing Fee, Marketplace Commission

AI Layer

Non-AI

Keywords

self-directed IRAalternative investmentsIRA platformprivate market investingIRA custodianalts investingtax-advantaged investingIRAIndividual Retirement Accountprivate equityventure capitalreal estate investingstartup investingcapital raise portalembedded financeinvestment platform integrationbroker-dealer

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Alto Comparables

Compare Alto with similar companies based on industry and business-model similarity.

Alto comparables — related companies by embedding similarity
Company	Similarity	Market Cap
IRA Financial	84%
Rocket Dollar	81%
Horizon Bank	79%

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Alto Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Series B	Jan 5, 2022
Series A	Apr 20, 2021
Crowdfunding	Oct 31, 2020
Seed	Aug 29, 2019

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Key People

Founding team and executive leadership

Eric Satz

CEO

Executive Team

Tomek Siergiejuk

Chief Financial Officer

Executive Team

Alto Investors

Notable investors and investment history

Alto investors
Investor	Rounds
Moment Ventures	Series A, Seed
New York Life Insurance Company	Series A
Gaingels	Series B
Foundation Capital	Seed, Series B
Acrew Capital	Series A, Series B
Jefferson River Capital	Seed
Advance Venture Partners	Series B

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Market signals

Structured signals derived from secondary market and firmographic data.

Mar 24, 2026
Co-hosting a live webinar with new partner Decile Group.
Mar 24, 2026
Collaboration begins March 24, 2026, with a co-hosted webinar for fund managers.

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Alto Filings

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Alto filings preview — column headings only; records require access
Type	Date	Amount Offered	Amount Sold	Filing	Pages	Download

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Firmographic Details

HeadquartersNashville, Tennessee

Employee Range68

Year Founded2015

Last FundingJan 5, 2022

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