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

Website
www.iraservices.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consumer Finance
Parent Company
Forge Global
Primary Office
  • 1160 Industrial Road
  • Suite 1
  • San Carlos, CA 94070
  • United States
+1 (800) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

IRA Services Trust Company Valuation & Funding

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

This information is available in the PitchBook Platform. To explore IRA Services Trust Company‘s full profile, request access.

Request a free trial

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
000 0000-00-00
000000&0

00000000

uptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proi
00000 000000000 00000000
Oak Brook, IL
000 As of 0000
00.000
000000000 00.000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

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
To view IRA Services Trust Company’s complete competitors history, request access »

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 »