Wharton FinTech Podcast

Eric Satz, Founder and CEO of Alto – Expanding access to alternative investments

08.21.2023 - By Wharton Fintech PodcastPlay

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Nate Gee hosts Eric Satz, Founder and CEO of Alto, a self-directed IRA custodian that facilitates individuals’ tax-advantaged investments in alternative asset classes. With the goal of “alternatives for all,” Alto aims to be the world’s premier alternative assets marketplace.

In this episode, they discuss:

- Eric’s career journey and how Alto came about

- Why alternative investments as a means of diversification, and why now

- Alto’s growth in a space of increasing competition

- Alto’s capabilities with crypto

- Expanding access to alternatives

- Eric’s advice and insights from years as a founder, operator, and investor

- And much more!

About Alto

As a self-directed IRA custodian, Alto launched its original Alto IRA platform in 2018 to simplify the process for individuals to diversify their retirement investments beyond stocks and bonds into a range of assets from private equity and credit to real estate, art, and wine. Supplementary to its original platform, Alto launched its CryptoIRA in 2020 to facilitate tax-advantaged crypto trading.

About Eric Satz

Before founding Alto, Eric worked as an investment banker, serial entrepreneur, and venture capitalist. Among his prior ventures, he co-founded Currenex, which was acquired by State Street for $564M. Eric graduated from Amherst College and currently resides in Nashville, Tennessee.

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