Institutional Trust for Modern Finance
Manage investments, reduce friction, and stay compliant — with the custodian built with Trust in mind.
Consolidate Custody, Capital Flows & Client Experience
Modern ERISA compliant investment tools to handle the full lifecycle of investments. AET replaces the patchwork with a single system designed to consolidate your entire investment operation.
ERISA & Self-Directed Accounts
IRAs, 401(k)s, and more — fully compliant.
API-First Infrastructure
Modern APIs for seamless platform integration.
Fast Deal Creation
Create and manage deals with repeatable templates.
Reporting & Tax Support
1099s, 5498s, and full audit trails.
Real-Time Investor Visibility
Transparent account access for all parties.
White-Labeled Investor Portals
Brand the experience as your own.
Unifying the Private Market Ecosystem
Whether you manage client portfolios, raise capital, or build the next generation of investment platforms, AET offers compliance and custody services that scale.
RIAs
Grow wallet share, deepen relationships, and exceed client expectations without ...
Learn More →Family Offices
Secure, scalable solutions tailored for family offices — with nominee services, ...
Learn More →Platforms & Fintech
Whether you’re launching from scratch or scaling an existing product, AET’s mode...
Learn More →CPAs & Attorneys
Everything you need to advise on or administer retirement accounts holding priva...
Learn More →Private Equity Firms
It’s common for private equity firms to invite internal participation in their f...
Learn More →Estates & Trusts
Trusted custody for life’s most challenging moments. We offer the custodial fram...
Learn More →Deal Sponsors
Tap into the $14 trillion retirement market by offering tax-advantaged options t...
Learn More →TPAs
Whether you’re supporting RIAs, fintech platforms, or direct investors, AET give...
Learn More →Escrow
At AET, we specialize in managing escrow arrangements where trust, speed, and tr...
Learn More →
Tap into the $14 Trillion IRA Market
Unlock the full potential of retirement and tax-advantaged funds with modern custody designed for private assets.
Supports All Major Qualified Accounts
Traditional, Roth, SEP & SIMPLE IRAs, 401(k), Solo(k), HSAs, and more.
Built for Alternative Assets
Real estate, private equity, venture capital, private credit, digital assets, and more.
Compliant, Secure, and API-Enabled
Adaptable tech stack with modern flexibility and automation.
Expert Trust & Custodial Administration
Decades of experience behind every transaction.
“AET removed all the friction from IRA custody. Their platform helped us onboard investors faster and close our raise weeks ahead of schedule.”
Ready to Simplify How You Manage Private Capital?
Let us show you how AET can help you streamline investor operations and deliver a better client experience.