About IRA Services Trust
IRA Services Trust is a Business Services company based in San Carlos (United States) founded in 1969, and was acquired by Forge Global in March 2019. Financial services for individual retirement accounts are provided. Its focus areas include Financial Services and Finance & Accounting Services.
Company details
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.
- Headquarters San Carlos, United States
- Stage Acquired
- SectorsBusiness Services
- Website iraservicestrust.com
- Acquired by Forge Global (Mar 2019)
- Investors
- Acquired byForge Global
(Mar 2019)
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. | 2012 | forgeglobal.com | San Francisco, United States |
Investor details for IRA Services Trust
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Timeline of IRA Services Trust
2 dated milestones of IRA Services Trust across 50 years, from founding to its latest funding, stage changes and deals.
- Founded IRA Services Trust is founded.
- Exit Acquired by Forge Global.
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as IRA Services Trust (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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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.
Yes. IRA Services Trust was acquired by Forge Global in March 2019.