Custody specialist Choice by KT is a leading independent custodian offering innovative custody and escrow services for individual and institutional investors, including self-directed IRAs, Solo 401(k)s, and various entities. Sales opportunity: position as a trusted custody partner across alternative and traditional asset classes to expand client base and cross-sell custody, escrow, and regulatory compliance services.

PIV and alternatives The firm provides an institutional pooled investment vehicle custody solution for private equity, private debt, digital assets, venture capital, and fund of funds. Sales angle: target private equity, venture capital, and fund-of-funds managers seeking customized custody and onboarding for complex alternative assets and digital assets.

Regulatory readiness Offered services support SEC regulatory requirements and FATCA-registered IRS-recognized plans, including 402(b) government-regulated plans. Sales hook: offer compliance-aligned custody and escrow solutions to advisory firms, broker-dealers, and sponsors looking to streamline regulatory obligations and risk management.

Asset expansion Capabilities span digital currencies, real estate, precious metals, private equity, promissory notes, stocks, bonds, and mutual funds, plus support for crowdfunding and P2P platforms. Sales angle: upsell to clients seeking diversified custody for non-traditional assets and platform integrations with onboarding and API capabilities.

Tech and growth Technology stack includes analytics and marketing tools (Google Analytics, Tag Manager, Facebook Pixel, etc.) and API onboarding for fund and individual level custody. Sales opportunity: partner on digital marketing, data-driven targeting, and API-enabled integrations to attract new fund clients and streamline onboarding for institutions.