IRA Services Trust

San Carlos, United States Founded: 1969 • Age: 57 yrs Acquired By Forge Global
Financial services for individual retirement accounts are provided.
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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
    *********
  • Website
    *********
Operational Areas
Business Services → Financial, Accounting & Compliance Services
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Forge Global

    (Mar 28, 2019)

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Funding Insights of IRA Services Trust

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in IRA Services Trust

IRA Services Trust has secured backing from 1 investor. Prominent investors backing the company include Forge Global. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Private equity investments are enabled via a digital marketplace.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by IRA Services Trust

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - IRA Services Trust

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Ira Services Trust Comparisons

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Competitors of IRA Services Trust

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Ira Services Trust

Frequently Asked Questions about IRA Services Trust

When was IRA Services Trust founded?

IRA Services Trust was founded in 1969.

Where is IRA Services Trust located?

IRA Services Trust is headquartered in San Carlos, United States. It is registered at San Carlos, California, United States.

What does IRA Services Trust do?

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.

Who are IRA Services Trust's investors?

IRA Services Trust has 1 investor. Key investors include Forge Global.

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