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IRA Services Trust Company

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.

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

IRA Services Trust Company Valuation and Funding

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

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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

1 Former Executive

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