Advanta IRA

Investment Management • 4790 140th Ave N, Clearwater, United States • 51-100 Employees

Company overview

Headquarters	4790 140th Ave N, Clearwater, Florida 33762, US
Phone number	+18004250653
Website	advantaira.com
NAICS	5231
SIC	673
Keywords	Real Estate Ira, Futures Trading, Self-Directed Ira, Precious Metals, Alternative Investments, Private Lending, Forex, Checkbook Ira, Peer-To-Peer Lending, Gold Ira, Notes & Mortgages, Health Savings Account (Hsa), Real Estate 401(K), Single-Member Llc
Founded	2003
Employees	51-100
Socials

Key Contact at Advanta IRA

Larissa Greene

Director Of Education

Advanta IRA Email Formats

Advanta IRA uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@advantaira.com), used 48.9% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@advantaira.com	48.9%
{first name}{last name}	johndoe@advantaira.com	48.9%
{last name}{last name}	doedoe@advantaira.com	2.1%

About Advanta IRA

Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Florida, Georgia, and the Carolinas, we hold over $3.5 billion in client assets, including real estate, mortgage loans, tax liens, private placements, precious metals, and cryptocurrency. We deliver unparalleled, one-on-one customer service, industry expertise, and educational tools, and we ensure the elements of your account comply with all IRS rules and regulations. We do this so you can focus on the more important task of identifying promising investments to add to your portfolio.

Advanta IRA revenue & valuation

Annual revenue	$4,800,000
Revenue per employee	$88,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$15,400,000
Total funding	No funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Manager

Entry

Vice President

Employees by Department

Advanta IRA has 29 employees across 4 departments.

Departments

Number of employees

Funding Data

Advanta IRA has never raised funding before.

Advanta IRA Tech Stack

Discover the technologies and tools that power Advanta IRA's digital infrastructure, from frameworks to analytics platforms.

SiteGround

Hosting

Slick

JavaScript libraries

WP Rocket

Caching

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

Frequently asked questions

Advanta IRA is located in 4790 140th Ave N, Clearwater, US.

You can reach Advanta IRA at +18004250653.

Advanta IRA was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Advanta IRA has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Advanta IRA

Larissa Greene

Director Of Education

4.8

40,000 users