Important Milestones in the
Evolution of Our Company
Self Directed IRA Services, Inc. is established.
Launched institutional IRA services to benefit investment platforms, advisors and professionals.
A new industry milestone: STRATA Trust is one of the first to work with crowdfunding platforms.
Assets under custody exceeded $1B.
Self Directed IRA Services, Inc. rebrands and STRATA Trust Company is born.
Attained $2 Billion in assets under custody. Grew to 50+ employees.
Attained $3B in assets under custody. Launched ServiceNOW form technology for simplified IRA transactions.
Attained $4B in assets under custody. Launched seamless investment onboarding with Investment Hub.