Important Milestones in the
Evolution of Our Company
2008
Self Directed IRA Services, Inc. is established.
2010
Launched institutional IRA services to benefit investment platforms, advisors and professionals.
2014
A new industry milestone: STRATA Trust is one of the first to work with crowdfunding platforms.
2015
Assets under custody exceeded $1B.
2017
Self Directed IRA Services, Inc. rebrands and STRATA Trust Company is born.
2019
Attained $2 Billion in assets under custody. Grew to 50+ employees.
2021
Attained $3B in assets under custody. Launched ServiceNOW form technology for simplified IRA transactions.


2023
Attained $4B in assets under custody. Launched seamless investment onboarding with Investment Hub.