IRALOGIX logo — A better way to IRA

IRALOGIX

A better way to IRA

Founded 2015 United States Pittsburgh, United States 94 employees Series C Total: $47.43M Enterprise Software, Financial Services +1

General Information

Company Name IRALOGIX
Founded Year 2015
Location United States Pittsburgh, United States
Employees 94
Industries Enterprise Software, Financial Services, Fintech
Funding Stage Series C
Social

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About IRALOGIX

Sure, here's the analysis:

IRALOGIX is a United States based startup founded in 2015 that aims to revolutionize the IRA industry. With the slogan "A better way to IRA", the company offers technology-driven solutions for clients to enhance their business and improve customer service for IRA accounts. The proprietary technology platform provides open architecture for investment options, custody, and advice providers, ensuring access to institutionally priced IRAs for all, irrespective of their account size.

The startup recently secured a $22.00M Series C investment on July 13, 2022, attracting investments from prominent venture capital firms and investors such as Circadian Ventures, Riverfront Ventures, Great North Ventures, Hybrid Capital, Trog Hawley Capital, University Growth Fund, Roan Capital Partners, Nick Cayer, and Matthew T. Vettel.

IRALOGIX's focus on leveraging technology to disrupt the traditional IRA industry, along with the substantial Series C investment and the backing of notable investors, positions the company as a key player in the Enterprise Software, Financial Services, and Fintech sectors, with significant potential for growth and innovation.

Taxonomy: IRA industry, technology-driven solutions, proprietary technology platform, investment options, custody providers, advice providers, institutional IRAs, record-keeping technology, web-based services, paperless system, professional advice, institutionally priced investments, startup

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Series C $22.00M 9
Circadian Ventures, Riverfront Ventures +7
13 Jul 2022
Series B $11.00M 2
Trog Hawley Capital, Morningstar
07 Jun 2021
Series B $7.50M 4
Circadian Ventures, Riverfront Ventures +2
10 Dec 2020
Series A $5.00M 2
Riverfront Ventures, Integrated Retirement Initiatives
18 Oct 2018
Series A $1.90M 1
Integrated Retirement Initiatives
19 Apr 2016
Seed Round $25.00K 1
SteelBridge Laboratories
01 Apr 2016

IRALOGIX Alternatives & Competitors

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IRALOGIX vs
GeoWealth
GeoWealth United States

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IRALOGIX vs
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IRALOGIX vs
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FAQ About IRALOGIX

A better way to IRA
IRALOGIX was founded in 2015.
IRALOGIX is headquartered in Pittsburgh, United States.
IRALOGIX operates in Enterprise Software, Financial Services and Fintech. Its work centres on IRA industry, technology-driven solutions, proprietary technology platform and investment options.
IRALOGIX has approximately 94 employees.
IRALOGIX has completed 6 funding rounds, raising a total of $47.43M. The latest funding stage is Series C.
Top alternatives and competitors to IRALOGIX include GeoWealth, Envestnet, Inc, Care.fi, Equiduct, Figlo. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
IRALOGIX and GeoWealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for IRALOGIX, https://bouncewatch.com/company/iralogix, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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