Alto
PrivateLast Round
Series B
Jan 5, 2022
Total Funding Raised
$63.39M
Company Overview
Alto operates in FinTech and is based in Nashville, Tennessee. Its latest recorded funding round was a Series B round in January 2022.
Alto is a financial technology company that provides a self-directed IRA platform for individuals to invest in alternative assets.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance, Compliance & Risk
Business Model
B2B2C
Customer Profile
Subscription SaaS, Payment Processing Fee, Marketplace Commission
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Alto Comparables
Compare Alto with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| IRA Financial | 84% | |
| Rocket Dollar | 81% | |
| Horizon Bank | 79% |
For institutional investors. Book with your work email.
Alto Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jan 5, 2022 | ||||
| Series A | Apr 20, 2021 | ||||
| Crowdfunding | Oct 31, 2020 | ||||
| Seed | Aug 29, 2019 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
Alto Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Moment Ventures | Series A, Seed |
| New York Life Insurance Company | Series A |
| Gaingels | Series B |
| Foundation Capital | Seed, Series B |
| Acrew Capital | Series A, Series B |
| Jefferson River Capital | Seed |
| Advance Venture Partners | Series B |
For institutional investors. Book with your work email.
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 24, 2026
Co-hosting a live webinar with new partner Decile Group.
- Mar 24, 2026
Collaboration begins March 24, 2026, with a co-hosted webinar for fund managers.
For institutional investors. Book with your work email.
Recent news
Latest coverage and updates
- launchesOct 9, 2026
Alto IRA launches an integration that connects Alto's funding system with Canopy's investor onboarding process for IRA-funded private market investments on Oct 9th '26.
- acquiresOct 7, 2026
On Oct 7th '26, Alto IRA agrees to acquire Forge Services Group and Forge Trust Co. from Forge Global, Inc.; financial terms are undisclosed.
- acquiresOct 7, 2026
Alto IRA agrees to acquire Forge Trust Co. in the United States on Oct 7th '26, combining self-directed IRA platforms with more than $20B in assets under custody and administration; financial terms are undisclosed.
- launchesAug 12, 2026
Alto IRA launches Alto Private Deal Room, a platform that lets RIAs execute self- and client-sourced private-market deals while managing custody, compliance and execution end to end, in Tennessee on Aug 12th '26.
For institutional investors. Book with your work email.
Alto Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about Alto's valuation, stock price, and market status.
Is Alto a public or private company?
Alto is a private company.
What is the current stock price of Alto?
Alto is a private company, so its shares have no public market price. Caplight tracks Alto's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Alto worth (valuation)?
Valuation information for Alto is not publicly available.
Can I buy Alto stock?
Alto shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Alto's last funding round?
Alto's most recent funding round was Series B on January 5, 2022.
Who are the main investors in Alto?
Key investors in Alto include Moment Ventures, Jefferson River Capital, Advance Venture Partners, Unusual Ventures.
Will Alto IPO soon?
No public IPO plans have been announced for Alto.
How can I track Alto secondary market activity?
Caplight tracks bids, offers, and trades in Alto's shares on secondary markets.