Build what lasts
Stewardship for what endures.
Custody, trustee and private market solutions for families and advisors.
Families served
18K+
Industry leader since
2007
Licensed trust company
Nevada
Assets under custody
$2.5B+
Infrastructure worthy of what you're building
AET replaces the patchwork of custodians, administrators, and servicers with a single platform built for the full scope of private wealth. Qualified accounts, alternative assets, directed trusts, and more.
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Directed Trust & Trustee Services
We work alongside your advisor to hold, administer, and protect.
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ERISA & Self-Directed Accounts
IRAs, 401(k)s, and more. Fully compliant.
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Fast Deal Creation
Create and manage deals with repeatable templates.
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Advisor Dashboard
Real-time visibility into accounts, transactions, and client activity.
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Reporting & Tax Support
1099s, 5498s, and full audit trails.
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API-First Infrastructure
Modern APIs for seamless platform integration.
Trusted across the private market ecosystem
See AET in ActionOur Services
Integrated tools and trust services for modern custody.
Business Portal
→Manage deals, raise capital, and serve clients from a single back-office platform.
Investor Portal
→Give investors transparency, self-service tools, and a frictionless experience.
Directed Trust
→Corporate trustee services — AET holds and administers while your advisor directs the investments.
Trust API
→API-first custody infrastructure for platforms, fintechs, and developers.
The $14T IRA market deserves better infrastructure
Learn More ☰
All major qualified accounts.
Traditional, Roth, SEP & SIMPLE IRAs, 401(k), Solo(k), HSAs, and more.
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Built for alternative assets.
Real estate, private equity, venture capital, private credit, digital assets, and more.
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Compliant, secure, API-ready.
Modern tech stack with the flexibility and automation advisors expect.
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Corporate trustee & directed trust.
AET holds and administers. Your advisor directs.
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AET understands that our clients aren't just managing money — they're building something meant to last. That changes everything about how a custodian should work.
Sarah Chen Managing Director, Westfield Wealth
Custody · Trust · Corporate Trustee · Escrow
Let's talk about what you're building.
