Choice By Kt
Choice by KT is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Choice by KT can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity and promissory notes as well as traditional assets such as stocks, bonds and mutual funds. Choice by KT also assists crowdfunding and marketplace or peer-to-peer (P2P) lending portals and platforms by accepting individual accounts and related fund documents, and it works with private securities marketplaces, performing API onboarding, escrow, and custody services at both the fund and individual level. For more on the firm and its custody solutions, visit retirewithchoice.com.
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Verified contacts
33
available on Kipplo
LinkedIn employees
27
51 to 200 range
Open roles
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no listings
Distinct roles
30
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- CC
Calvin Carr
Director of Marketing · Advertising & Marketing
EmailPhone - TB
Tara Bogard
Senior Vice President of Business Development · General Business & Management
EmailPhone - CA
Chris Allen
Digital Learning and Talent Lead · Education
EmailPhone - DM
Dianne Martin
Senior Accountant Office Manager · Finance & Accounting
EmailPhone - HS
Holly Smith
Client Services Team Lead · Customer/Client Service
EmailPhone - LD
Laiken Darnell
Senior Relationship Manager of Institutional and Digital Custody · Other
EmailPhone - AC
Amanda Curtis
Pro Services Specialist · General Business & Management
EmailPhone - AE
Audrey Elliott
Accounting Specialist · Finance & Accounting
EmailPhone - BH
Bridgett Humphrey
Account Assistant · Finance & Accounting
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Choice By Kt
30 distinct titles indexed · top 10 shown.
- 2accounting specialist
- 2choice by kt
- 2operations
- 1account assistant
- 1accounting associate
- 1anti-money laundering analyst
- 1billing manager
- 1chief executive officer
- 1chief marketing officer & head of product
- 1civil servant
- +20more titles
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