StrategicPartnerships
Regiment Securities has formed purposeful alliances that extend our alternative investments network. By partnering with complementary asset management firms, broker-dealers, banks, self-directed IRA custodians and select technology partners, we enhance the services we provide to issuers, institutions, family offices, RIAs and high net worth individuals.
Merit Financial Advisors
Merit Financial Advisors provides financial planning, wealth management and insurance planning to more than 30,000 households through 70-plus offices nationwide, with investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.
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Click Capital Markets
Click Capital Markets provides an investment technology platform that enables broker-dealers and individual investors to access and optimize participation in new issue products like IPOs and other capital markets offerings.
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Interactive Brokers
Interactive Brokers is a regulated global online brokerage offering advanced trading and investment services across stocks, options, futures, currencies, and more on international markets through a unified technology platform alongside powerful research and execution tools.
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Inspira Financial
Inspira Financial (formerly Millennium Trust Company, LLC) offers custody solutions for a wide range of asset choices.
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Equity Trust Company
Equity Trust Company is a leading self-directed IRA custodian empowering investors with flexible retirement accounts that allow investment in a broad range of traditional and alternative assets, supported by decades of experience in retirement services.
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ConnectTrade
ConnectTrade is a digital capital markets platform that enables private companies, broker-dealers, and investors to efficiently manage, distribute, and transact private securities through compliant, technology-driven workflows.
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LVR Funds
LVR Funds is a commercial real estate investment manager whose leadership founded the original LV Commercial Real Estate Funds in 2008. LVR Funds I LLC pursues an opportunistic, value-add strategy, acquiring underfunded or under-managed multifamily, mixed-use and hospitality assets in prime urban and lifestyle markets, combining cash-flowing direct investments with institutional-quality Co-GP development opportunities.
Tailgreeter
Tailgreeter is a community-driven events platform that brings people together through curated tailgates and live experiences, creating meaningful connections around sports, culture, and shared interests for brands, partners, and attendees.
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Moneyball.ai
Moneyball.ai is an AI-powered investment platform positioned as the world’s first “AI Investment Banker,” automating investor relations, deal matching, and capital-raising workflows to help companies and investors connect more efficiently.
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Natisa Securities
Natisa Securities LLC is a FINRA-registered broker-dealer based in Westchester, Illinois.
Partner with Regiment
Asset managers, broker-dealers, custodians and technology firms that extend what we can do for clients.