Advanta IRA
Likely to Engage tag.Highly Engaged Employees

Finance · Florida, United States · 51-200 Employees

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Overview

Headquarters

4790 140th Ave N, Clearwater, Florida, 3...

Phone Number

(727) 581-9853

Revenue

$26.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
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About Advanta IRA

Advanta IRA is a leader in self-directed account administration with almost $3 billion in client assets and more than twenty years of experience. The Advanta IRA Advantage is a level of service that is unmatched in the company's industry. Every client has a dedicated account manager who is familiar with all aspects of their account and helps them through the investing process while maintaining their self-directed IRA account details throughout the entire investing process.Explore more
Advanta IRA's Social MediaPopular SearchesAdvanta IraAdvanta Ira Services LLCAdvanta InvestmentsAdvantaira Trust LLCAdvanta IRA - Services| LLCSIC Code 62,628NAICS Code 52,523Show more

Advanta IRA Org Chart

JC
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Founder & Chief Executive Officer

PhoneEmail
SM
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Vice President, Sales

PhoneEmail
RM
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Vice President, Marketing

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SH
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Manager, Client Services

PhoneEmail
DH
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Manager, Client Services

PhoneEmail
MH
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Manager, Client Services

PhoneEmail
BI
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Manager, Client Services

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advanta IRA

$26.3M
51-200
Private
<$5M
2003
JC
Jack CallahanFounder & CEO
$14.2M
51-200
Private
<$5M
2010
$10M
51-200
Private
<$5M
2003
$6.2M
11-50
Private
<$5M
2003
VD
Violeta DruryDirector, Information Technology
$5.8M
11-50
Private
<$5M
1996
$5.1M
11-50
Private
<$5M
2004
<$5M
11-50
Private
-
1995
Dennis Blitz, President at The IRA Club
Dennis BlitzPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advanta IRA is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Advanta IRA is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advanta IRA.

Advanta IRA financials insights

Gather financial insights about Advanta IRA, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Advanta IRA's Financials Insights

Advanta IRA Tech Stack

A closer look at the technologies used by Advanta IRA

Most Recent Scoops

Project
A high-level source in Data & Analytics has indicated that the organization is in the midst of initiatives related to business intelligence, customer intelligence, and data science.
Business Intelligence, Data Science
Project
A high-level source in Data & Analytics has indicated that the organization is in the midst of initiatives related to dashboards and data visualization.
Business Intelligence, Data Science
Project
A high-level source in Data & Analytics has indicated that the organization is in the midst of initiatives related to native and content advertising.
Advertising
Project
A high-level source in Data & Analytics has indicated that the organization is in the midst of initiatives related to social media marketing.
Social Media
Project
SEO / SEM, Search
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Advanta IRA News & Media

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Frequently Asked Questions Regarding Advanta IRA

What is Advanta IRA's official website?
Advanta IRA's official website is www.advantaira.com
What is Advanta IRA's Revenue?
Advanta IRA's revenue is $26.3 Million
What is Advanta IRA's SIC code?
Advanta IRA's SIC: 62,628
What is Advanta IRA's NAICS code?
Advanta IRA's NAICS: 52,523
How many employees does Advanta IRA have?
Advanta IRA has 51-200 employees
What industry does Advanta IRA belong to?
Advanta IRA is in the industry of: Finance, Securities Trading
What is Advanta IRA competition?
Advanta IRA top competitors include: IRA Resources, CamaPlan, American IRA, IRA Financial Group
What technology does Advanta IRA use?
Some of the popular technologies that Advanta IRA uses are: WordPress.org, PHP, Bing Ads, Salesforce Live Agent
How do I contact Advanta IRA?
Advanta IRA contact info: Phone number: (727) 581-9853 Website: www.advantaira.com
What does Advanta IRA do?

Advanta IRA is a leader in self-directed account administration with almost $3 billion in client assets and more than twenty years of experience. The Advanta IRA Advantage is a level of service that is unmatched in the company's industry. Every client has a dedicated account manager who is familiar with all aspects of their account and helps them t... hrough the investing process while maintaining their self-directed IRA account details throughout the entire investing process.Read More

What are Advanta IRA social media links?
Advanta IRA Linkedin page Advanta IRA Facebook page
Is Advanta IRA a public company?
Advanta IRA is private company therefore does not currently have an official ticker symbol
See more information about Advanta IRA

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