Diversified IRAs GoldStar Trust specializes as a Self-Directed IRA Custodian, Trustee and Escrow/Paying Agent, enabling sales conversations around alternative investments such as precious metals and other non-traditional assets to expand clients’ retirement portfolios.

Scale and Reach With 37,500 Self Directed IRAs across 38 states and assets around $2 billion, there are opportunities to upsell enhanced custody features, expanded asset classes, or referral partnerships to advisors seeking broader retirement options for their clients.

Strategic Backing Backed by Happy State Bank, GoldStar can leverage co-marketing, co-branding, and trusted banking relationships to accelerate client acquisition, increase credibility in sales pitches, and offer bundled financial services.

Revenue Range Current revenue is in the $50M–$100M band, indicating a mature mid-market profile with potential for cross-sell of technology, compliance tooling, or enhanced digital platforms to improve efficiency for custodial operations and IRA administration.

Tech and Security Existing tech stack and robust security posture (Cloudflare, X-XSS-Protection, UI tools) suggest opportunities to sell scalable compliance, cybersecurity, and user experience upgrades to support a broader customer base and reduce risk for custodial services.