AngelList is not an IRA custodian but can work with your provider to facilitate investments through your IRA. Each provider has specific requirements for alternative investments like private funds. Below is a list of IRA custodians AngelList has successfully worked with. This list is not an endorsement or recommendation.
AngelList works exclusively with the following custodians:
- Alto IRA
- Advanta IRA Administration
- Advanta IRA Services
- American Estate Trust
- Digital Trust
- Directed Trust Company
- ETZ
- Equity Trust Company
- The Entrust Group
- Forge Trust
- GoldStar Trust Company
- IRA Club
- IRA Financial
- IRA Innovations
- IRA Plan Partners, LLC (DBA iPlanGroup)
- IRAR Trust Company
- Lincoln Trust Company
- Madison Trust Company
- Mainstar Trust
- Midland Trust Company
- Millennium Trust Company (Inspira Financial)
- Next Generation Trust Company
- NuView Trust
- Pacific Premier Trust
- Provident Trust
- Specialized Trust Company
- STRATA Trust Company
- Quest Trust Company
Limitations:
AngelList generally cannot accommodate investments through entities subject to ERISA or FOIA, except in rare cases. If you’re unsure whether your IRA entity is subject to these regulations, consult your provider or a tax advisor.
Valuations:
AngelList provides the net asset value (NAV) of IRA investments on your AngelList Investor Dashboard to assist custodians with tax filings. You can either share this information directly or use the Team Member function to give your custodian access. Please note that valuations are delayed by 90 days as per AngelList’s policy.