Capstone Trust for Institutions
We provide custody solutions for your clients or platform with industry expertise and client-focused technology.
Get Started
Give the Option Through Technology to
Expand Alternative Investment
Opportunities and Offer Custodial Solutions
Capstone Trust helps you grow your business while simplifying the
process of self-directing IRAs for those in your network too.
Infrastructure Built to Support
Your Industry
Client-centric, compliance-focused, and regulated custody technology solution.
Our Technology-Forward Solution
Allows You to Choose How to
Connect to Your Clients
You choose between our advanced API solution to connect your system and ours...
you can access our web/mobile platform to interact with your client's data.
Why Capstone Trust
Our team has decades of experience in the industry. We are ready to guide you and your clients through every step of the way.
We use technology to create a seamless and effective self-serve experience for your clients.
We offer escrow services for compliant investment workflows, including creating securities, holding assets in escrow, closing offerings, disbursing funds, and delivering securities to investors’ qualified custodian accounts.