Insights

Market Positioning STRATA Trust Company operates in the competitive financial services sector with a focus on retirement account administration and custody, serving clients seeking flexibility with traditional and alternative assets. Its established presence and commitment to client service position it as a reliable partner for investors and financial advisors.

Growth Potential With an estimated revenue of 50 to 100 million dollars and a workforce of up to 200 employees, STRATA Trust demonstrates significant market activity that indicates opportunities for expanding service offerings or tailored financial solutions to meet evolving client needs.

Technology Stack The company's utilization of modern web technologies such as Shopify, HubSpot, and Cloudflare highlights its digital engagement capabilities. This presents an opportunity to leverage advanced sales and marketing tools for lead generation and personalized outreach.

Industry Networking Aligning with similar firms like The Entrust Group and Horizon Trust suggests a competitive landscape where strategic partnerships or competitive differentiation in customer service and product features could drive new client acquisition.

Customer Service Focus STRATA Trust emphasizes high-quality customer service and investment flexibility, which appeals to investors seeking tailored retirement solutions. Building targeted campaigns around these strengths may attract both individual investors and financial advisors looking for dedicated service providers.

STRATA Trust Company Tech Stack

STRATA Trust Company uses 8 technology products and services including jQuery CDN, Cloudflare, Shopify, and more. Explore STRATA Trust Company's tech stack below.

jQuery CDN

Content Delivery Network

Cloudflare

Content Management System

Shopify

E-commerce

RequireJS

Javascript Frameworks

HubSpot

Marketing Automation

X-XSS-Protection

Security

Sprig plugin

UI Frameworks

YouTube

Video Players

STRATA Trust Company Email Formats	Example	Percentage
First.Last@stratatrust.com	John.Doe@stratatrust.com	47%
FirstLast@stratatrust.com	JohnDoe@stratatrust.com	6%
First.Last@stratatrust.com	John.Doe@stratatrust.com	47%

STRATA Trust Company Email Formats

Example

Percentage

First.Last@stratatrust.com

John.Doe@stratatrust.com

47%

FirstLast@stratatrust.com

JohnDoe@stratatrust.com

First.Last@stratatrust.com

John.Doe@stratatrust.com

47%

Frequently Asked Questions

Where is STRATA Trust Company's headquarters located?

STRATA Trust Company's main headquarters is located at 901 S. Mopac Expressway, Barton Oaks Plaza II, Ste 100 Austin, TX 78746, US. The company has employees across 1 continents, including North America.

What is STRATA Trust Company's official website and social media links?

STRATA Trust Company's official website is stratatrust.com and has social profiles on LinkedIn.

What is STRATA Trust Company's NAICS code?

STRATA Trust Company's NAICS code is 52 - Finance and Insurance.

How many employees does STRATA Trust Company have currently?

As of October 2025, STRATA Trust Company has approximately 63 employees across 1 continents, including North America. Key team members include Chief Operating Officer: J. R.Chief Financial Officer: M. M.Vice President Service Excellence: O. N.. Explore STRATA Trust Company's employee directory with LeadIQ.

What industry does STRATA Trust Company belong to?

STRATA Trust Company operates in the Financial Services industry.

What technology does STRATA Trust Company use?

STRATA Trust Company's tech stack includes jQuery CDNCloudflareShopifyRequireJSHubSpotX-XSS-ProtectionSprig pluginYouTube.

What is STRATA Trust Company's email format?

STRATA Trust Company's email format typically follows the pattern of First.Last@stratatrust.com. Find more STRATA Trust Company email formats with LeadIQ.

When was STRATA Trust Company founded?

STRATA Trust Company was founded in 2008.

STRATA Trust Company

Financial ServicesUnited States51-200 Employees

In today’s competitive financial environment, we know that you have a lot of options to choose from in the retirement services marketplace. We take pride in empowering investors to reach their retirement goals by providing administration and custody of alternative and traditional assets. It’s our mission to provide the highest level of customer service, attention to detail and dedication to satisfy your long-term needs.

STRATA Trust Company was founded in 2008 as a wholly-owned subsidiary of Horizon Bank, SSB. Formerly known as Self Directed IRA Services, Inc., we’ve rebranded and launched a new website, but what hasn’t changed is our commitment to provide outstanding client service and investment flexibility. 



(Content shared on this page is intended to be informational and does not constitute endorsements for investments or investment providers.)

Insights

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Equity Institutional