Founded in 2009 by Kaaren Hall, uDirect IRA Services specializes in the administration and custody of self-directed Individual Retirement Accounts (SDIRAs). The company's mission is to provide investors with the tools and support needed to take control of their retirement savings and diversify beyond traditional stocks, bonds, and mutual funds. uDirect IRA Services enables clients to invest in a wide range of alternative assets, including real estate, private placements, precious metals, notes, and cryptocurrency, all while maintaining the tax-advantaged status of their IRA. They act as a neutral third-party administrator, meaning they do not provide investment advice or sell investment products, focusing solely on account administration, record-keeping, and ensuring IRS compliance.

Founded in

United States