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The firm enables investors to better diversify their IRA and 401(K) accounts into higher-return, long-term alternative investment opportunities.
For a long time, IRAs have been dominated by Fidelity, Charles Schwab, eTrade, and Vanguard. However, digitization and the fintech revolution have opened the door for a wave of new upstarts.
In this episode, Eric and Aaron discuss why alternative investments are on the rise, how his company raised a $40m Series B, and the field of competitors.
Sign up for a Weekly Email that will Expand Your Mind.
Eric Satz’s Challenge; Do some homework and diligence on your first alternative asset.
Connect with Eric Satz
AltoIra.com Website
If you liked this interview, check out episode 492 with Joe Percoco where we discuss the fundamental pieces of a fintech startup and the future of retirement investing.
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By Aaron Watson4.9
115115 ratings
The firm enables investors to better diversify their IRA and 401(K) accounts into higher-return, long-term alternative investment opportunities.
For a long time, IRAs have been dominated by Fidelity, Charles Schwab, eTrade, and Vanguard. However, digitization and the fintech revolution have opened the door for a wave of new upstarts.
In this episode, Eric and Aaron discuss why alternative investments are on the rise, how his company raised a $40m Series B, and the field of competitors.
Sign up for a Weekly Email that will Expand Your Mind.
Eric Satz’s Challenge; Do some homework and diligence on your first alternative asset.
Connect with Eric Satz
AltoIra.com Website
If you liked this interview, check out episode 492 with Joe Percoco where we discuss the fundamental pieces of a fintech startup and the future of retirement investing.
Underwritten by Piper Creative
Piper Creative makes creating podcasts, vlogs, and videos easy.
How? Click here and Learn more.
We work with Fortune 500s, medium-sized companies, and entrepreneurs.
Follow Piper as we grow
YouTube
Subscribe on iTunes | Stitcher | Overcast | Spotify

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