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Advanta IRA Logo
Advanta IRA Growth Score
82
CB Rank
519285
Heat Score
57
Advanta IRA provides administrative service for people who control their retirement decisions and investments using self-directed IRAs.
Founded
obfuscation
Private Largo, Florida, United States11-50 www.advantaira.com/
Consulting
Finance
Financial Services
Overview

Advanta IRA
Growth Score
82
Heat Score
57

Growth Score82
-8 pts
in past quarter
Heat Score 57
-27 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Advanta IRA

CB Rank
519285
Advanta IRA provides administrative service for people who control their retirement decisions and investments using self-directed IRAs.
Founded
obfuscation
Private Largo, Florida, United States11-50 www.advantaira.com/
Consulting
Finance
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Jack Callahan
Phone Number 1-727-581-9853
Contact Email info@advantaira.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Self-Directed IRA Account Administration
Administration and recordkeeping services for self-directed IRAs allowing clients to invest retirement funds in alternative assets while ensuring IRS compliance.
Dedicated Account Manager Service
Personalized account management where each client is assigned a dedicated manager familiar with their accounts and investments.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 43

Employee Profiles

News

News and Press

News•Mar 16, 2026
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News•Jul 18, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

4,566
-73.62%
 in past month

IT Spend

$1.7MThis year, Advanta IRA is projected to spend $1.7M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Google Cloud Logo
Google Cloud
91
Meta 4 Logo
Meta 4
88
Slack Logo
Slack
88

Actively Used Products

19Advanta IRA uses 19 technology products and services including HTML5, Wordpress, and  Vimeo, according to G2 Stack.

Active Website Tech Count

5Advanta IRA is actively using 5 technologies for its website, according to BuiltWith. These include DNSSEC, Amazon, and  Amazon Virginia Region.
Sub-Organizations
Frequently Asked Questions

Where is Advanta IRA's headquarters? Advanta IRA is located in Largo, Florida, United States.Who are Advanta IRA's competitors? Alternatives and possible competitors to Advanta IRA may include iTrustCapital Inc., PNC, and  Rocket Dollar.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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