Trusted Partners, Proven Results
We've partnered with the most respected names in custodial services, self-directed investing, and financial technology to deliver a seamless wealth management experience.
Industry Leaders We Trust
Best-in-class investment and custodial services through our carefully selected partners.
Equity Trust
Self-Directed IRA Custodian
Leading custodian of self-directed IRAs with 50+ years of experience and $40B+ assets under custody. Diversify into real estate, private equity, precious metals, and crypto.
Alto IRA
Alternative Investment Platform
Invest in alternative assets through your IRA with a simple, intuitive platform. Access vetted opportunities in private equity, venture capital, real estate, and crypto.
Capital Engine
Digital Securities Platform
Fintech platform powering digital securities and private capital markets. Enables issuers to raise capital online with streamlined access to vetted private market opportunities.
CRE Income Fund
Commercial Real Estate
Access institutional-quality commercial real estate investments. Focus on income-generating properties with strong cash flow, offering diversification and passive income.
USA REIT
Real Estate Investment Trust
Diversified real estate investment trusts across the United States. Access professionally managed REIT portfolios spanning residential, commercial, industrial, and specialty sectors.
Regiment Securities
Investment Banking
Independent investment bank serving lower and middle-market companies, family offices, and founder-led businesses. Leveraging deep expertise in alternative investments to execute client assignments.
Why Our Partners Trust WealthSmith
Bank-Level Security
256-bit encryption and SOC 2 compliance ensure data protection at every level.
Seamless Integration
API-first architecture enables smooth data flow between platforms.
Shared Client Base
High-net-worth investors who value transparency and comprehensive portfolio management.
Become a WealthSmith Partner
Join our growing network of custodians, fintech platforms, and financial service providers. Together, we can deliver better outcomes for investors.
Contact Our Partnership Team