Alternative Assets Focus STRATA Trust Company specializes in providing administration and custody of alternative and traditional assets for investors. Leveraging this expertise, sales representatives can target clients looking to diversify their retirement portfolios with non-traditional investment options.

Rebranding & Modernization Following a rebranding in 2008 and the launch of a new website, STRATA Trust Company has positioned itself as a modern and customer-focused player in the retirement services marketplace. Sales professionals can highlight this fresh approach to attract clients seeking innovative and customer-centric solutions.

Technology Integration With a tech stack including Cloudflare CDN, Shopify, and HubSpot, STRATA Trust Company demonstrates a commitment to leveraging technology for efficient service delivery. Sales teams can emphasize the company's tech-savvy approach to appeal to clients looking for seamless digital experiences in their financial services providers.

Revenue & Growth Potential Generating annual revenues between $10M to $50M, STRATA Trust Company presents significant growth potential for sales expansion. Sales development representatives can target this growing company as an opportunity to capitalize on its revenue range and scale operations with a successful player in the industry.

Competitive Analysis By comparing STRATA Trust Company with similar players in the industry like The Entrust Group and New Direction Trust Company, sales professionals can identify competitive advantages and unique selling points to position the company as a preferred choice for clients seeking personalized retirement investment solutions.