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Alto (Individual Retirement Accounts)

Alto (Individual Retirement Accounts)
2015 FOUNDED
PRIVATE STATUS
11-20 EMPLOYEES
Seed LATEST DEAL TYPE
$2.8M LATEST DEAL AMOUNT
8 INVESTORS
Description

Provider of an alternative asset investing platform for self-directed individual retirement accounts. The company's platform has a simple interface which makes it easy and affordable for investors to access their retirement savings for investment in alternative assets, and for companies to receive investment from retirement accounts.

Website
Formerly Known As
Saltvest, Inc.
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 1033 Demonbreun Street
  • Suite 300
  • Nashville, TN 37203
  • United States

+1 (877) 000-0000
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Alto (Individual Retirement Accounts) Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Seed Round 06-Mar-2019 $2.8M 00.00 000.00 Completed Generating Revenue
1. Accelerator/Incubator 11-May-2017 Completed Generating Revenue
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Alto (Individual Retirement Accounts) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Seed 0,000,000 00.000000 00.0 00.0 00 00.0 00.000
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Alto (Individual Retirement Accounts) Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Millennium Trust Company Private Equity-Backed Oak Brook, IL 000 000000000000
000000 00000 Formerly PE-Backed San Francisco, CA 0 000000&0
000 00000000 00000 Pending Transaction (M&A) San Carlos, CA 00 000000&0
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Alto (Individual Retirement Accounts) Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Alumni Ventures Group Venture Capital Minority 000 0000 000000 0
Amplify.LA Venture Capital Minority 000 0000 000000 0
Foundation Capital Venture Capital Minority 000 0000 000000 0
Green D Ventures Venture Capital Minority 000 0000 000000 0
Jake Gibson Angel (individual) Minority 000 0000 000000 0
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Alto (Individual Retirement Accounts) Executive Team (5)

Name Title Board
Seat
Contact
Info
Eric Satz Co-Founder, President, Chief Executive Officer & Board Member
David Wood Chief Financial Officer
Adam Adam Chief Technology Officer
Rob Tanner Co-Founder

1 Former Executive

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Alto (Individual Retirement Accounts) Board Members (3)

Name Representing Role Since Contact
Info
Andrew May Self Board Member 000 0000
Eric Satz Alto (Individual Retirement Accounts) Co-Founder, President, Chief Executive Officer & Board Member 000 0000
William Guttman Alto (Individual Retirement Accounts) Board Member 000 0000