Trust accountingfor alternative assets.
For banks and custodians first: open self-directed accounts as deposits on your own core, keep the books for the alternative assets inside them, and file the IRS forms they produce. For TPAs and administrators: the same platform under your brand.
Platforms Built for Self-Directed Needs.
Generic accounting tools were not designed for self-directed accounts, alternative assets, or the compliance demands of modern custodians. SEPira(k) was.
Compliance Without the Scramble
One-size-fits-all software leaves your team manually assembling 1099-Rs, 5498s, and 5500-EZs every year. A process that invites errors and drains hours before every audit.
Scale Without Adding Headcount
Generic platforms treat real estate, private placements, and precious metals like public equities, forcing your team into spreadsheet workarounds that cap how many accounts each person can manage.
Month-End in Minutes, Not Days
Traditional reconciliation means pulling reports, cross-checking ledgers, and chasing exceptions. A process that routinely takes days and leaves your team stretched thin at close.
Modular software for institutions that hold alternative assets
The bank earns the deposits. The partner owns the customer and sets the fees. SEPira(k) licenses the software.
Crown: deposits on your bank core
Crown opens self-directed IRA, HSA, Solo 401(k), trust, and LLC accounts as deposit accounts on your bank's own core. The deposits stay on your balance sheet, and onboarding, KYC/KYB, screening, and money movement run in one application.
Lion: command center for alternative assets
Trust accounting built for self-directed IRAs and alternative assets. Audit-ready books, prohibited-transaction flags, and scale for custodians, trustees, and TPAs.
Solomon: Digital Family Office for custodians and TPAs
One white-label portal for the household's alternative wealth — IRAs, Solo 401(k)s, and cash-held alternatives, with their LLCs and trusts — licensed to custodians, TPAs, and administrators for the $2M–$20M+ household your firm already serves.
Guardian: white-label Solo 401(k) recordkeeping
A Solo 401(k) platform your firm brands as its own — plan documents, contributions, distributions, and Form 5500-EZ when required.
HSA
A complete white-label Health Savings Account program a bank partner puts its brand on and sells — enrollment, card, cash and investments, expenses, employer admin, and tax.
See HSASEPTax
Validate year-end data against IRS rules, file through IRIS under our TCC, handle corrections, and deliver recipient copies.
See SEPTaxLion Settlement
Operating system for mass tort and class-action Qualified Settlement Funds (IRC 468B) — deposits, access, claimant disbursement, and compliance.
See SettlementTechnology Backed by Human Expertise
Support for Your Team
Your team has a direct line to the people who build the platform.
Independently Audited
Lion, Guardian, and Crown are covered by a SOC 2 Type 2 report, with audit trails on every change.
Seamless Integration
Direct API integrations with banking partners and CRMs to eliminate double-entry errors.
Trusted by the Industry's Fastest Growing Firms
Lion is actually made for self-directed IRAs. It's like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
This platform is so disruptive both for the clients and the CPAs because all the record-keeping is maintained, it's completely transparent, and you can do pretty advanced strategies with helping clients contribute to retirement plans.
Guardian User
I have used 2 of the other big players in this industry. One had a set up time of a YEAR, on launch day it was still not ready full of work arounds and IT tickets. The other looked like it was from 1980 and cost an arm and leg, not to mention wasn't capable of API integrations.
Lion User
Lion is actually made for self-directed IRAs. It's like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
This platform is so disruptive both for the clients and the CPAs because all the record-keeping is maintained, it's completely transparent, and you can do pretty advanced strategies with helping clients contribute to retirement plans.
Guardian User
I have used 2 of the other big players in this industry. One had a set up time of a YEAR, on launch day it was still not ready full of work arounds and IT tickets. The other looked like it was from 1980 and cost an arm and leg, not to mention wasn't capable of API integrations.
Lion User
A Partnership Model That Scales With You
Every product except Guardian is licensed on annual B2B terms. With Guardian, partners set their own client pricing.
Efficiency
Increase your capacity without increasing headcount
Productivity
Streamline operations and reduce administrative overhead
Innovation
Unlock new revenue streams with cutting‑edge solutions
Security You Can Trust
Banks and custodians review us as a vendor before they sign. The SOC 2 Type 2 report is the starting point for that review.
Independent audit, report period ended October 31, 2025
Our SOC 2 Type 2 Report
SOC 2 Type 2 report: an independent audit of Lion, Guardian, and Crown against all five Trust Services Criteria (security, availability, processing integrity, confidentiality, and privacy). Report period ended October 31, 2025.
What This Means For You
All five criteria
Security, availability, processing integrity, confidentiality, and privacy.
Clear scope
Lion, Guardian, and Crown.
Available on request
Shared with banks and partners for vendor due diligence.
