Retirement Accounts Built for Modern Investing
Technology-driven. Relationship-built.Heritage IRA makes it simple to invest into alternative assets without the friction, delays, or outdated processes.
The Heritage Advantage
Simple, Intuitive Technology
- • Fast online account setup
- • Digital workflows and document handling
- • Clear transaction tracking
- • Fewer manual touchpoints and delays
Our platform is built to remove friction, not create it.
Speed That Matters
In alternative investing, timing is everything.
We're built for responsiveness, accuracy, and execution when it counts.
Real Humans, Real Expertise
Technology handles the heavy lifting.
Our team handles the nuance. You get experienced professionals who understand alternative assets and stay engaged through every transaction.
Built for Investors and Partners
We work seamlessly with investors, sponsors, fund managers, and platforms who value efficiency and reliability. If your business depends on smooth execution, you're in the right place.
Your Specialist in Alternative Investing
Heritage IRA combines expert guidance with cutting-edge technology to make self-directed investing simple, fast, and compliant.
Simple, Intuitive Technology
- • Fast online account setup
- • Digital workflows and document handling
- • Clear transaction tracking
- • Fewer manual touchpoints and delays
Our platform is built to remove friction, not create it.
Speed That Matters
In alternative investing, timing is everything.
We're built for responsiveness, accuracy, and execution when it counts.
Real Humans, Real Expertise
Technology handles the heavy lifting.
Our team handles the nuance. You get experienced professionals who understand alternative assets and stay engaged through every transaction.
Built for Investors and Partners
We work seamlessly with investors, sponsors, fund managers, and platforms who value efficiency and reliability. If your business depends on smooth execution, you're in the right place.
Invest Beyond the Stock Market
Heritage IRA supports a wide range of alternative investments, from real estate to cryptocurrency.
Real Estate
Rental properties, commercial buildings, raw land, and REITs
Private Equity
Startups, private funds, and crowdfunding platforms
Precious Metals
Gold, silver, platinum, and other IRS-approved metals
Digital Assets
Bitcoin, Ethereum, and other cryptocurrencies
Getting Started is Simple
Open your account and start investing in as little as 3 business days.
Schedule Consultation
Talk to an IRA specialist about your investment goals and account type.
Open Your Account
Complete a simple online application and fund your account via transfer or rollover.
Find Your Investment
Identify the alternative asset you want to invest in: real estate, crypto, or more.
We Process It Fast
Submit your investment direction, and we'll handle the compliance and paperwork.
Trusted by Novice and Expert Investors
See what our clients say about their experience with Heritage IRA.
"Heritage IRA made investing in rental properties with my IRA seamless. Their team guided me through every step and processed everything in days, not weeks."
Sarah M.
Real Estate Investor
"I give Heritage IRA 5 Stars! Having been a client with 2 other SDIRA firms, I really appreciate their responsiveness and quality of customer service."
Paul B.
Self-Directed IRA Client
"What sets Heritage apart is their customer service. They're fast, clear, and always available when I need support. If you're a real estate investor looking to take control of your retirement, Heritage IRA is the partner you want. They don't just offer accounts — they offer confidence, clarity, and control."
Becky G.
Real Estate Investor
Ready to Take Control of Your Retirement?
Schedule a free consultation with one of our IRA specialists and discover how Heritage IRA can help you invest with confidence.