Investment Partners

IRA Financial has partnered with some of the best providers of alternative asset investments for your self-directed retirement needs.

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Real Estate

Gatsby Investment

Gatsby Investment is a real estate syndication company based in Beverly Hills. Syndication means it pools money from many investors to fund a single project. Gatsby builds and renovates multifamily properties in Los Angeles and manages development, property management and sales in-house. You choose which deals to invest in through an online dashboard.

Vylla

Vylla is a first-of-its-kind homeownership company combining industry expertise with innovative technology to provide nearly every aspect of buying, selling or owning a home under one roof.

RealtyMogul

Founded in 2012, RealtyMogul gives everyday investors access to institutional quality multifamily, office, retail, industrial, ground-up development and other commercial real estate deals in dozens of markets across the country. RealtyMogul members can establish a Checkbook Controlled LLC or Trust custodied with IRA Financial to invest in investment opportunities on the RealtyMogul Platform.

Streitwise

Streitwise provides investors a portfolio of institutional-quality commercial real estate buildings located in in-demand suburban-urban markets. This is a rare REIT open to investors of all wealth levels with 29+ straight quarters of distributions at a dividend yield average of 8.3% since 2017 and 7.2% since 2020. With low leverage (39% LTV), long-term low-interest debt set, a high weighted average lease term (4.84 years), $20+ million skin-in-the-game held by founders, and positive recent leasing momentum, this REIT is poised for future asset appreciation growth and continued value creation with a high dividend yield.

Private Placement

Augment

Augment runs a marketplace where you can buy and sell shares in pre-IPO private companies, such as late-stage tech startups, before they go public. It lists more than 700 private companies, and investments start at $10,000. Augment is open to accredited investors only. Brokerage services are provided through Augment Capital, LLC, a FINRA/SIPC member broker-dealer.

K7 Capital Partners

K7 Capital Partners, a trailblazing alternative investment firm committed to driving sustainability and green transformation in ground up multifamily real estate investments. Our mission is simple yet powerful – to create a portfolio of sustainable properties that not only provide attractive returns for our investors but also contribute to a greener, cleaner, and more sustainable world for generations to come.

Equifund, LLC

Equifund, LLC helps self-directed investors learn how to diversify their portfolio, increase cash flow, and grow their net worth with Pre-IPO investment opportunities.

Arthika Capital

Arthika Capital is a specialized investment management company focusing on life insurance settlements, providing high-yield, non-correlated investment opportunities. Our mission is to deliver secure and attractive returns to qualified investors through innovative strategies tailored to niche markets. We emphasize safeguarding capital while generating uncorrelated returns, positioning ourselves as leaders in the alternative investment sector.

Capital2Market

IRA Financial Partners with Capital2Market to Offer Selected Alternative Investments Through Proprietary Technology and Brokerage Solutions. The Capital2Market IRA Financial Marketplace was created to provide IRA Financial customers direct access to specialized alternative investments, such as private placements into exciting businesses and investment funds.

Vint is securitizing the wine and spirits industry. Vint is SEC qualified, offering the first fully transparent, efficient platform for wine and spirits investing. Vint offers expert-curated, thematic collections of fine wine and spirits to both accredited and non-accredited investors.

Private Loan

The Mid Atlantic Secured Income Fund

The Mid Atlantic Secured Income Fund is a private credit fund that makes short-term real estate loans secured by a first-position lien. That means the fund is first in line to be repaid if a borrower defaults. The loans finance construction, renovation and bridge projects. The fund is open to accredited investors and accepts IRA investments.

Yieldi

Yieldi provides an online marketplace for investors and borrowers, offering high-yield, short-term real estate investments directly to investors without brokerage fees. All offerings are asset-based, collateral-backed by real property featuring diverse commercial and residential projects that span various geographic locations and investment types.

Home Pros

Home Pros unites individuals seeking short-term lending investments with real estate investors looking for short-term financing for their specific real estate projects.

Cryptocurrency

Cold Wallet Capital

Cold Wallet Capital is a premier investment firm specializing in personalized digital asset management offering clients access to high-growth opportunities. This is appealing to investors who want to benefit from the insights of professionals rather than attempting to navigate the highly volatile crypto market on their own.

The Bitcoin Adviser

Welcome to The Bitcoin Adviser — your premier destination for professional Bitcoin management. Our reputation is built on unparalleled Bitcoin security, strategic planning, and comprehensive client education. Entrusted with managing over $1 billion in assets, we have been serving Bitcoin clients since 2016, and take immense pride in the fact that not a single satoshi has been lost under our supervision.

ErisX provides crypto traders and investors a high performance exchange and secured clearinghouse for crypto spot and futures trading, settlement, and storage. Member funds are kept safe by combining best practices in encryption, technology, physical storage, and operational processes including asset segregation.

Foreign Exchange

Nurp

Nurp is dedicated to transforming the investment world by blending traditional methods with modern technological advancements, aiming for a prosperous financial future. Our team of finance, technology, and investing experts is on a mission to disrupt conventional norms and introduce a revolutionary investment approach. At Nurp, we embrace intelligent risk-taking, meticulously studying and strategically planning to ensure we take the right risks.

OANDA

OANDA provides online multi-asset trading, currency data and analytics to retail and corporate clients, demonstrating an unrivaled expertise in foreign exchange. With regulated entities in eight of the world’s most active financial markets, OANDA remains dedicated to transforming the business of foreign exchange.

Wealth Management

Benchmark Financial

Benchmark Financial is a wealth management firm focused on simplifying your financial life, from investment guidance to tax strategy. Advisory services are offered through Benchmark Financial Wealth Advisors LLC, an SEC-registered investment adviser, and fixed insurance through Benchmark Financial Insurance LLC.

Swenson Wealth Management

Swenson Wealth Management is an independent firm in Sioux Falls, South Dakota, that works with retirees and people planning for retirement. Its services include investment, estate and financial planning, plus life insurance. The firm also helps clients coordinate their Social Security benefits with their other retirement assets.

West Ridge Advisors

West Ridge Advisors is dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

Financial Journey

Financial Journey helps business owners and accredited investors reach “work optional” in 3 to 5 years. Then, we optimize wealth growth around your vision and impact for yourself and the future.

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