Institutional trust for modern finance
The custodian built for Trust — simple and compliant.
Investors served
28K+
Industry leader since
2007
Licensed trust company
Nevada
Billions transacted
$6B+
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.
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ERISA & Self-Directed Accounts
IRAs, 401(k)s, and more — fully compliant.
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API-First Infrastructure
Modern APIs for seamless platform integration.
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Fast Deal Creation
Create and manage deals with repeatable templates.
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Real-Time Investor Visibility
Transparent account access for all parties.
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Reporting & Tax Support
1099s, 5498s, and full audit trails.
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White-Labeled Investor Portals
Brand the experience as your own.
Unifying the Private Market Ecosystem
See AET in ActionOur Products
Three integrated tools for a modern custody experience.
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.
Trust API
→API-first custody infrastructure for platforms, fintechs, and developers.
Tap into the $14T IRA market
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.
Adaptable tech stack with modern flexibility and automation.
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Expert trust & custody.
Real estate, private equity, venture capital, private credit, digital assets, and more.
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The combination of Nevada trust law and AET's technology platform gives our clients advantages that simply aren't available elsewhere.
Sarah Chen Managing Director, Westfield Wealth
Modern tools for smooth investor operations.
Ready to Simplify How You Manage Private Capital?
