Advanta IRA Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Private

  • Employees
  • 60

Employees

  • Latest Deal Type
  • Debt - PPP

Advanta IRA General Information

Description

Developer of a self directed retirement account platform intended to enable individuals to invest retirement funds in alternative assets. The company offers custodial services for self directed IRAs and retirement accounts, dedicated client account management, and educational resources, enabling individual investors to diversify retirement portfolios and invest in non traditional assets with confidence.

Contact Information

Website
www.advantaira.com
Ownership Status
Privately Held (backing)
Financing Status
Corporation
Corporate Office
  • 4790 140th Avenue North
  • Clearwater, FL 33762
  • United States
Primary Industry
Other Financial Services
Vertical(s)
Impact Investing, FinTech
Corporate Office
  • 4790 140th Avenue North
  • Clearwater, FL 33762
  • United States

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Advanta IRA Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Debt - PPP 28-Apr-2020 Completed Generating Revenue
To view Advanta IRA’s complete valuation and funding history, request access »

Advanta IRA Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a self directed retirement account platform intended to enable individuals to invest retirement funds in al
Other Financial Services
Clearwater, FL
60 As of 2026

Oak Brook, IL
 

Montvale, NJ
 
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Advanta IRA Competitors (8)

One of Advanta IRA’s 8 competitors is Inspira Financial Trust, a Private Equity-Backed company based in Oak Brook, IL.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Inspira Financial Trust Private Equity-Backed Oak Brook, IL
Broad Financial Corporation Montvale, NJ
Bryant Group Advisors Corporation New York, NY
STRATA Trust Company Corporation Austin, TX
Feliciano Financial Corporation Tyler, TX
You’re viewing 5 of 8 competitors. Get the full list »

Advanta IRA Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Advanta IRA FAQs

  • When was Advanta IRA founded?

    Advanta IRA was founded in 2003.

  • Where is Advanta IRA headquartered?

    Advanta IRA is headquartered in Clearwater, FL.

  • What is the size of Advanta IRA?

    Advanta IRA has 60 total employees.

  • What industry is Advanta IRA in?

    Advanta IRA’s primary industry is Other Financial Services.

  • Is Advanta IRA a private or public company?

    Advanta IRA is a Private company.

  • What is Advanta IRA’s current revenue?

    The current revenue for Advanta IRA is .

  • Who are Advanta IRA’s competitors?

    Inspira Financial Trust, Broad Financial, Bryant Group Advisors, STRATA Trust Company, and Feliciano Financial are some of the 8 competitors of Advanta IRA.

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