IRA Services Trust Company Overview

  • Founded
  • 1979
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

IRA Services Trust Company General Information

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.

Contact Information

Ownership Status
Acquired/Merged
(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
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IRA Services Trust Company Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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IRA Services Trust Company Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of individual retirement account management plans for senior and retired customers. The company's services incl
Consumer Finance
San Carlos, CA
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Oak Brook, IL
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IRA Services Trust Company Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
0000000000 00000 0 Private Equity-Backed Oak Brook, IL 000 00.000 000000000 00.000
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IRA Services Trust Company Executive Team (3)

Name Title Board Seat Contact Info
Patrick Hughes President
Gary Shumm Chief Operating Officer
To view IRA Services Trust Company’s complete executive team members history, request access »