Insights

Stable Revenue Base STRATA Trust Company demonstrates a stable financial position with revenue estimates ranging from $50 million to $100 million, indicating strong market presence and consistent revenue streams that can support expanded service offerings or targeted partnership opportunities.

Client Focus & Customization The company emphasizes high-quality customer service and investment flexibility, appealing to investors seeking tailored retirement solutions, presenting opportunities for financial advisors and investment firms to collaborate on customized product offerings.

Mid-Sized Market Niche With a workforce of 51 to 200 employees and comparable peers like Horizon Trust and The Entrust Group, STRATA operates in a competitive mid-market segment, making it suitable for services or solutions aimed at growing firms in the retirement and custodial space.

Technology Utilization The company's tech stack includes popular platforms like Cloudflare, Shopify, and HubSpot, highlighting an openness to digital engagement and modern marketing strategies, which can be leveraged for sales outreach and developing integrated service partnerships.

Industry Networking Opportunities As part of the retirement services industry with similar firms like The Entrust Group and GoldStar Trust, there are potential opportunities for strategic alliances, co-marketing, or technology integrations that can enhance service offerings and expand market reach.

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 South Mopac Expressway Barton Oaks Plaza ii, Suite 100. 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 December 2025, STRATA Trust Company has approximately 64 employees across 1 continents, including North America. Key team members include Chief Operating Officer: J. R.Chief Financial Officer: M. M.Vice President Of Marketing And Communications: D. M.. 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

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

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

Q: How many employees does STRATA Trust Company have currently?

STRATA Trust Company has approximately 64 employees.

Q: What technology does STRATA Trust Company use?

STRATA Trust Company's tech stack includes AdRoll CMP System, Adobe Acrobat DC, Microsoft Word, LinkedIn Ads, Shopify.

Financial ServicesTexas, United 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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The Entrust Group

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GoldStar Trust Company

Horizon Trust Company

Equity Institutional