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Developer of an IRA technology platform intended to offer Web-based institutional IRA record-keeping services. The company's paperless and end-to-end white label IRA platform provides a wide range of institutionally-priced investment choices and access to professional advice, education and other financial services, enabling financial organizations to extend IRA options, investment ideas and advice to all individuals saving for retirement.
Last updated
In 2024, iraLogix's revenue reached $3.9M. The company previously reported $2.7M in 2023. Since its launch in 2015, iraLogix has shown consistent revenue growth.
iraLogix has not publicly disclosed its valuation. The company has raised $14.8M in total funding to date.
iraLogix has raised $14.8M in total funding across 5 rounds, with its most recent round in 2020.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2020 | Funding round | $7.5M | - | - | |
| 2018 | Funding round | $5M | - | - | |
| 2018 | Funding round | $100K |
CEO
Specialties: Executive leadership and strategic development of IRA, 401(k) and defined contribution retirement strategies with extensive focus on IRA platform development, advisory services, retirement income, managed accounts, model portfolio selection, asset retention, ERISA consulting, fiduciary services, self-directed brokerage and high net worth markets.
| Question | Answer |
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| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for iraLogix yet.
iraLogix employs approximately 94 people as of 2026, up from 77 in 2023.
iraLogix generates an estimated $3.9M in annual revenue.
iraLogix was founded by David Bernard.
The CEO of iraLogix is David Bernard.
iraLogix raised $14.8M across 5 rounds.
iraLogix has 94 employees.
iraLogix is headquartered in Pittsburgh, Pennsylvania, United States.
iraLogix operates across multiple industries. Browse revenue, funding, and growth data for iraLogix in each sector below.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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2024 Revenue
$3.9M(Est.)
Funding
$14.8M
Team
94
Founded
2015
| Year | Milestone | Source |
|---|---|---|
| 2024 | iraLogix Hit $3.9m revenue in October 2024 | Estimated |
| 2023 | iraLogix Hit $2.7m revenue in October 2023 | Estimated |
| 2021 | iraLogix Hit $1.3m revenue in April 2021 | |
| 2015 | Launched with $0 revenue |
| - |
| - |
| 2016 | Funding round | $1.9M | - | - |
| 2016 | Funding round | $250K | - | - |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 94 employees (September 2024) | |
| 2023 | Reached 77 employees (October 2023) | |
| 2022 | Reached 66 employees (October 2022) | |
| 2021 | Reached 45 employees (December 2021) | |
| 2021 | Reached 35 employees (April 2021) |
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