IRA Services Trust Company Overview

  • Year Founded
  • 1979

Year 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
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Corporate Office
  • 1160 Industrial Road
  • Suite 1
  • San Carlos, CA 94070
  • United States

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
Other Financial Services
San Carlos, CA
0000 0000-00-00
000000&0

00000

velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupi
00000 000000000 0000
Wilmington, DE
00 As of 0000

000000

nim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip e
00000 000000000 0000
Oak Brook, IL
0000 As of 0000
00000
000000000 00 00000
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 (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
First State Trust Company Corporation Wilmington, DE 00
Inspira Financial Private Equity-Backed Oak Brook, IL 0000 00000 000000000 00 00000
Strata Trust Corporation Waco, TX 00
Broad Financial Corporation Montvale, NJ 00
To view IRA Services Trust Company’s complete competitors history, request access »

IRA Services Trust Company FAQs

  • When was IRA Services Trust Company founded?

    IRA Services Trust Company was founded in 1979.

  • Where is IRA Services Trust Company headquartered?

    IRA Services Trust Company is headquartered in San Carlos, CA.

  • What industry is IRA Services Trust Company in?

    IRA Services Trust Company’s primary industry is Other Financial Services.

  • Is IRA Services Trust Company a private or public company?

    IRA Services Trust Company is a Private company.

  • What is the current valuation of IRA Services Trust Company?

    The current valuation of IRA Services Trust Company is 0000.

  • What is IRA Services Trust Company’s current revenue?

    The current revenue for IRA Services Trust Company is 000000.

  • Who are IRA Services Trust Company’s competitors?

    First State Trust Company, Inspira Financial, Strata Trust, and Broad Financial are competitors of IRA Services Trust Company.

  • When was IRA Services Trust Company acquired?

    IRA Services Trust Company was acquired on 28-Mar-2019.

  • Who acquired IRA Services Trust Company?

    IRA Services Trust Company was acquired by Forge Global.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »