IRA Services Trust Company
1979
FOUNDED
M&A
STATUS
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of individual retirement account management plans for senior and retired customers. The company's services include opening an account, assisting in the funding of an account, processing investment instructions, processing distributions and expense payments.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consumer Finance
Parent Company
Primary Office
- 1160 Industrial Road
- Suite 1
- San Carlos, CA 94070
- United States
+1 (800) 000-0000
IRA Services Trust Company Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookIRA Services Trust Company Executive Team (3)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Patrick Hughes | President | ||
| Gary Shumm | Chief Operating Officer |
1 Former Executive
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