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Equity Trust Company Overview

Headquarters Westlake, OH
Size 201 to 500 Employees
Founded 1974
Type Company - Private
Industry Finance
From the beginning, in 1974, Equity Trust’s mission has been clear: to help investors recognize the opportunities presented by self-directed investing within an IRA. We are committed to this mission and it is the core of the Equity Trust ... More

Mission: To help investors make tax-free profits through education, innovation, and a commitment to understanding their individual needs.

Company Updates

  • Equity Trust had our first Ladies Night! We had multiple vendors from Mary Kay to Scentsy to Origami Owl. Thank you to everyone that partcipated!

  • Many Equity Trust employees participated in our Hair's To You last night to help the Children With Hair Loss organization by donating their hair! They ended up donating 40 ponytails, and we couldn't be prouder!! Check out some pictures here: http://glassdoor.com/slink.htm?key=vI6Rm

    Equity Trust in Westlake goes a cut above by donating hair for sick children: photos

    WESTLAKE, Ohio - Clips, snips and an aisle of smiles lined the Equity Trust Company atrium in Westlake Tuesday afternoon. Employees and family members participated in the company's first Hairs To You hair donation campaign to benefit non-profit organization Children With Hair Loss.

Equity Trust Company – Why Work For Us?

Equity Trust: A Leading Provider of Self-Directed IRAs


Equity Trust is the nation's leading provider of Self-Directed IRAs and 401ks, with over 130,000 clients in all 50 states and approximately $12 billion of retirement plan assets under administration.

Truly Self-Directed IRAs and other retirement plans allow you to create lasting wealth by investing in areas where you have knowledge, expertise, and comfort.
In addition to traditional retirement investments such as stocks and mutual funds, clients at Equity Trust can diversify their retirement plans into assets such as real estate, private placements, notes, deeds of trust, tax liens, foreign currency and much more.

As a passive custodian Equity Trust does not offer investments or investment advice.

Equity Trust, a regulated financial institution, is made up of a staff of experienced professionals who truly care about serving our clients.

We invite you to learn more about Equity Trust and truly Self-Directed IRA investing.

At Equity Trust Company, we have a wide array of amenities from our on-site eatery Sprout to our Wellness Program Thrive
A farm-to-table style, on-site eatery with a catering company providing a variety of healthy options for breakfast and lunch with a color-coded labeling system to assist with identifying healthy choices
• After work take home meal service for employees
• On-site coffee barista
• In-house wellness center featuring a full selection of exercise equipment, classes such as Zumba,
• Yoga or Cardio, a massage room, an outdoor walking track and an employed fitness instructor
• Complimentary massages and personal training and wide array of fitness classes
• Smoke-free campus
• On-site dry cleaning service
• Orientation and onboarding program for all new hires
• Competitive base salary
• All employees are eligible for a bonus/incentive plan
• Employer matched 401(k) plan
• Comprehensive medical, dental & vision with available non-smoking discount
• Company paid short & long term disability insurance
• Company paid life insurance
• Additional voluntary life insurance
• PTO and paid sick time
• Full Time Equity Trust Employees are eligible for 8.5 paid holidays a year. The following is a list of the company honored holidays:
• Equity Trust’s 401 (k) Plan has been adopted to provide full and part-time (more than 1000 hours annually) employees with the opportunity to save for retirement on a tax-deferred basis.
• Health benefits including Medical, Vision, and Dental coverage
• Company Sponsored Events
• Training, Education, and Development
• Volunteer and Social Perks

Valuing Driven Employees

We strive to recognize employees who stand out and go beyond the company’s expectations. Our employees are passionate about their work and we are passionate to give them the proper recognition through one of our many award programs that take place on a daily, weekly, monthly, and annual basis. 
Service Award Program
The purpose of the Service Award Program is to recognize employees for their continued loyalty, dedication, and service to Equity Trust Company. After reaching “Milestone” achievement years, Equity Trust Company recognizes employees’ contributions with small gifts based on the employees’ preferences.
First Class Postcard Program
First Class Postcards are designed to recognize employees who have gone the extra mile by helping our company exceed expectations.  Employees are given a First Class Postcard highlighting their awesome achievements during daily line-up meetings.
Daily Line-Up Success Stories
Each morning our employees come together to share the daily news throughout the company. In Daily Line-Up meetings employees are highlighted by a peer for demonstrating a company core value. These meetings are also a great way to learn about upcoming events.
Shining Star Award
The Shining Star Program invites employees to recognize and nominate a peer who has made significant contributions to the mission, vision, and goals of the company. The Quarterly Shining Star winner is announced and highlighted at our corporate Quarterly Meeting. At the end of each year, all Quarterly Shining Star winners are nominated for the Annual Shining Star award. The Quarterly Shining Star winners receive a monetary gift and a half day off with pay. The Annual Shining Star winner receives a monetary gift and a full day off with pay.

Equity Trust Mission Statement and Core Values

Our Mission Statement

To help investors make tax-free profits through education, innovation, and a commitment to understanding their individual needs.

Our core values were created with both our clients and our employees in mind.  These ideas grew into a structure to make it easy for our clients to prosper and our employees to support our mission.

We are Innovators

We value creativity and forward thinking. The spirit of innovation allows us to constantly improve ourselves and our relationship with our clients. New ideas enable us to solve problems, improve our services, and bring ourselves closer to our clients. Our innovation drives everything from corporate change to our constant improvement of daily tasks.

Knowledge is the Foundation of our Success

We believe that education is the cornerstone of our success. We do not have factories, machines, or inventory . . . knowledge is our product. By providing education to our clients, we can open their minds to the endless possibilities that are available to them; creating a bond that no competitor can break.

The Client is our Ultimate Boss

From the CEO to our part time employees, everyone answers to our clients. Each client has the ability to fire all of us by simply choosing to use one of our competitors. We understand and acknowledge the fact we must stay close to our clients. It is critical that we understand their needs. We are client-oriented and have a caring, patient, and positive attitude towards our clients. They give us our direction and the opportunity to succeed.

We Make it Happen

We have a "get it done" attitude. We are passionate about seizing opportunities in every aspect of our business. Our company's foundation was built on drive and hard work. We are committed to keeping our foundation strong.

We Take Pride in Ourselves, Work, and Company

The foundation of quality is pride in ourselves and the work that we perform. We are driven by more than a paycheck. We strive to do things right because we believe that our work serves a critical role in the financial well being of our clients.

We Have Fun at What We Do

We constantly find ways to brighten our days, enlighten our minds, and support each other in what we do. We are positive, optimistic and enjoy our work environment. We believe that a smile and positive attitude are the best indicators of a healthy and harmonious atmosphere.

Reliability is our Ultimate Commitment

We understand that our clients depend on us and that reliability is our most important promise. Our clients can count on us. We are committed to their success and have a responsibility to ensure we are there for them.

We are All on the Same Team

We ensure success through building lasting relationships with our clients and each other. We have established an environment where teamwork and collaboration are encouraged and celebrated. We believe that a partnership with our clients is created in every transaction.

Welcome Home

Equity Trust Company is more than a business . . .we are a family. We share the same goals, have the same values, and have long-term commitments with one another. We are here for each other in times of need and celebration.

This past year, Equity Trust Company paired with BVU (Business Volunteers Unlimited), the Center for Nonprofit Excellence, an organization that helps engage employees in community service. As a member, BVU is assisting us in connecting with a variety of volunteer opportunities; including hands on volunteer projects for groups and individuals, pro-bono skills-based consulting, and nonprofit board and committee roles. Equity Trust has put together a committee of 15-20 employees that organizes and communicates all community outreach projects. Prior to joining BVU and establishing a committee, our Ambassador of Culture was taking on the responsibility of arranging all of our community efforts. Equity Trust had so many organizations and events on our plate that we decided to expand our efforts to a larger spectrum.

Some of our community efforts in the past have included: Adopt a Soldier, Elyria Relay for Life, Boys and Girls Club, Cleveland School Supply Drive, Junior Achievement, Toys for Tots, Canned Food Drive, Hurricane Sandy Victim Relief, Christmas Toy Drive, Families of South Africa Relief, and our annual Thanksgiving Turkey Drive with St. Peter and Paul Orthodox Church. This past year we had 90+ employees bake over 120 turkeys to donate for Thanksgiving.

Equity Trust Company Reviews

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Jeffrey Desich
42 Ratings
  • Great place to work!

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee


    It is a solid company with good pay and good culture. Some of the extra perks of the job include free coffee, access to a workout facility and multiple employee events.


    It is sometimes difficult to work with the clients, but that comes with any position involving customer service.

Equity Trust Company Photos

Equity Trust Company Interviews

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Interview Experience


Getting an Interview

Getting an Interview


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Interview Difficulty




    Compliance Analyst Interview

    Anonymous Interview Candidate in Sioux Falls, SD
    No Offer
    Neutral Experience
    Average Interview


    I applied online. The process took a week. I interviewed at Equity Trust Company (Sioux Falls, SD) in November 2015.


    Had an initial interview with recruiter for 30 minutes over the phone. Had another interview with a board member and the CFO. I was told I should hear something in 2-3 weeks. That was October 2nd and still nothing. Left a voice mail and 2 emails asking for follow up, and nothing. The interview asked questions about my background and told me a ton about the company.

    Interview Questions

Equity Trust Company Awards & Accolades

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  • Best Places to Work in Northeast Ohio, North Coast 99, 2014
  • 99 Great Workplaces for Top Talent in Northeast Ohio, North Coast 99, 2010

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