Built for Alternative Assets

Modern Trust Accounting for

Self-Directed IRAs & Solo 401(k)s

Modern Trust Accounting for

Self-Directed IRAs & Solo 401(k)s

Modern Trust Accounting for Self-Directed IRAs & Solo 401(k)s

Platforms built by industry insiders — fast, compliant, and ready for alternative assets.

Tired of Outdated Solutions?

Tired of Outdated Solutions?

Tired of Outdated
Solutions?

Using only 10% of your trust software’s features?

Using only 10% of your trust software’s features?

Using only 10% of your trust
software’s features?

Struggling with platforms not designed for self-directed assets?

Struggling with platforms not designed for self-directed assets?

Struggling with platforms not designed
for self-directed assets?

Feeling left behind in the digital age?

Feeling left behind in the digital age?

Feeling left behind in
the digital age?

Modern Solutions for Retirement Account Management

Modern Solutions for Retirement Account Management

The King
of Self-Directed IRA Management

Rise above the competition with trust accounting software that actually understands your needs.

Built for Self-Direction

Manage alternative assets with ease.

Efficiency Boost

Double or triple accounts per employee.

Compliance Made Easy

Stay ahead of regulations.

Pioneering
Solo 401(k) Recordkeeping

Be the hero your clients need with the first-ever dedicated Solo 401(k) recordkeeping solution.

Industry First

No competitors, pure innovation.

Compliance Assurance

Prevent common costly pitfalls.

Revenue Growth

Unlock new income streams.

Cutting-Edge Technology Meets Industry Expertise

Cutting-Edge Technology Meets Industry Expertise

User-Centric
Design

Workflows that make

sense for your business.

Continuous Improvement

We evolve as fast as the industry does.

Unparalleled Support

We speak your language, not tech jargon.

Don’t Just Take Our Word For It

Don’t Just Take Our Word For It

Don’t Just Take Our Word For It

I used to dread alternative assets. Now it’s the easiest part of my day thanks to Lion.

Michael S.,
Trustee

SEPira(k) revolutionized how we manage self-directed accounts. It’s like they read our minds!

Emily R.,
TPA

Guardian has given us a competitive edge in the Solo 401(k) market.

Laura B.,
Financial Advisor

Innovation That Pays for Itself

Innovation That Pays for Itself

Innovation That Pays for Itself

Our unique pricing models ensure that as you grow, we grow together. No more paying for features you'll never use.

Our unique pricing models ensure that as you grow, we grow together. No more paying for features you'll never use.

Efficiency

Increase your capacity without increasing headcount

Productivity

Streamline operations and reduce administrative overhead

Innovation

Unlock new revenue streams with cutting‑edge solutions

Ready to step into the future of self‑directed retirement solutions?

Ready to step into the future of self‑directed retirement solutions?

Ready to step into the future of self‑directed retirement solutions?

Don't let outdated software hold you back. Join the SEPira(k) revolution and become the leader in self-directed retirement solutions your clients deserve

Our unique pricing models ensure that as you grow, we grow together. No more paying for features you'll never use.

Our unique pricing models ensure that as you grow, we grow together. No more paying for features you'll never use.

© 2025 SEPira(k). All rights reserved.

© 2025 SEPira(k). All rights reserved.

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Privacy Policy | Terms of Service