Ozark Trust and Investment Overview

  • Year Founded
  • 1998

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Ozark Trust and Investment General Information


Operator of trust and investment management enterprise. The company provides a range of services, including customized portfolio strategies, consultation on investment tax implications, services in revocable and irrevocable trusts, IRA rollovers or transfers, successor trustee services and investment record-keeping activities.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 1517 East Bradford Parkway
  • Springfield, MO 65804
  • United States

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Ozark Trust and Investment Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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