STRATA Trust

Finance · Texas, United States · 51-200 Employees

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Overview

Headquarters

7901 Woodway Dr Ste 200, Waco, Texas, 76...

Phone Number

(866) 928-9394

Revenue

$11.6 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
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May
ZI Rank
3
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3
2
3
2

About STRATA Trust

STRATA Trust Company specializes in self-directed IRA custodial services, offering individual investors and financial professionals the flexibility to invest in alternative assets such as real estate, precious metals, and private equity. With over 350 years of collective experience, STRATA provides a transparent and customer-oriented approach to managing retirement accounts. The company is dedicated to empowering clients with the knowledge and tools necessary for successful investment strategies. Since its inception in 2008, STRATA has built a reputation for exceptional service and support throughout the self-directed IRA journey.Explore more
STRATA Trust's Social MediaPopular SearchesStrata Trust CoSTRATA Trust Company IncStrata Resources IncStrata Investments LLCStrata Oil CorpSIC Code 62,628NAICS Code 52,523Show more

STRATA Trust Org Chart

PhoneEmail
Kelli Click, President at STRATA Trust
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President

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JR
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

STRATA Trust

$11.6M
51-200
Private
-
2008
Kelli Click, President at STRATA Trust
Kelli ClickPresident
$36.9M
51-200
Private
-
1989
KM
Kirk MerrittVice President, Compliance Department
$23.8M
51-200
Private
<$5M
2004
$19.9M
51-200
Private
-
1969
Edwin Blue, President & Chief Executive Officer at Forge Trust
Edwin BluePresident & CEO
$6.2M
11-50
Private
<$5M
2003
VD
Violeta DruryDirector, Information Technology
$5.8M
11-50
Private
<$5M
1996
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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Activity Insights

STRATA Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

STRATA Trust Tech Stack

A closer look at the technologies used by STRATA Trust

Most Recent Scoops

Open Position
Open Position
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Funding
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STRATA Trust News & Media

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Frequently Asked Questions Regarding STRATA Trust

What is STRATA Trust's official website?
STRATA Trust's official website is www.stratatrust.com
What is STRATA Trust's Revenue?
STRATA Trust's revenue is $11.6 Million
What is STRATA Trust's SIC code?
STRATA Trust's SIC: 62,628
What is STRATA Trust's NAICS code?
STRATA Trust's NAICS: 52,523
How many employees does STRATA Trust have?
STRATA Trust has 51-200 employees
What industry does STRATA Trust belong to?
STRATA Trust is in the industry of: Finance, Securities Trading
What is STRATA Trust competition?
STRATA Trust top competitors include: IRA Resources, Forge Trust, Cabot Lodge Securities, CamaPlan
What technology does STRATA Trust use?
Some of the popular technologies that STRATA Trust uses are: Authorize.net, WordPress.org, PHP, DoubleClick
How do I contact STRATA Trust?
STRATA Trust contact info: Phone number: (866) 928-9394 Website: www.stratatrust.com
What does STRATA Trust do?

STRATA Trust Company specializes in self-directed IRA custodial services, offering individual investors and financial professionals the flexibility to invest in alternative assets such as real estate, precious metals, and private equity. With over 350 years of collective experience, STRATA provides a transparent and customer-oriented approach to ma... naging retirement accounts. The company is dedicated to empowering clients with the knowledge and tools necessary for successful investment strategies. Since its inception in 2008, STRATA has built a reputation for exceptional service and support throughout the self-directed IRA journey.Read More

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

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