About IRA Services Trust
IRA Services Trust was established in 1969 and is headquartered in San Carlos, United States. Operations in the financial services sector are conducted, with a focus on trust administration for individual retirement accounts. Custodial and record-keeping services for IRAs are managed, supporting retirement planning needs. The firm handles compliance and asset protection functions across its U.S.-based activities.
- Headquarter San Carlos, United States
-
Sectors
Business Services
-
Phone
Locked
-
Website
Locked
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
- Investors
-
Employee Count
Not available
-
Acquired by
Forge Global
(Mar 28, 2019)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Funding Insights of IRA Services Trust
Detailed funding history for IRA Services Trust
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investors in IRA Services Trust
IRA Services Trust has secured backing from 1 investor. Prominent investors backing the company include Forge Global.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Private equity investments are enabled via a digital marketplace.
|
Locked | Locked | Locked |
Investor details for IRA Services Trust
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by IRA Services Trust
Investment portfolio details for IRA Services Trust
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - IRA Services Trust
Detailed financials for IRA Services Trust
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Ira Services Trust Comparisons
Peer comparison for IRA Services Trust
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of IRA Services Trust
Detailed competitors of IRA Services Trust
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Ira Services Trust
Complete news archive for IRA Services Trust
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about IRA Services Trust
IRA Services Trust was founded in 1969.
IRA Services Trust is headquartered in San Carlos, United States. It is registered at San Carlos, California, United States.
IRA Services Trust was established in 1969 and is headquartered in San Carlos, United States. Operations in the financial services sector are conducted, with a focus on trust administration for individual retirement accounts. Custodial and record-keeping services for IRAs are managed, supporting retirement planning needs. The firm handles compliance and asset protection functions across its U.S.-based activities.
IRA Services Trust has 1 investor. Key investors include Forge Global.