iraLogix revenue hit $2.7M in 2024

iraLogix generates revenue from customers

iraLogix

Pittsburgh, Pennsylvania, United States

About Company RevenueFundingTeamFounder/CEOCEO Net Worth

How iraLogix hit $2.7M revenue with a 77 person team in 2023.

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.

Founded

2015

Founded

Revenue

$2.7M

2023 Revenue

YOY

52.6%

YOY

Funding

$14.8M

Funding

iraLogix Revenue

In 2023, iraLogix revenue run rate hit $2.7M in revenue.

  • 2023

    iraLogix hit $2.7M in revenue in 2023

  • 2021

    iraLogix hit $1.3M in revenue in 2021

  • 2015

    iraLogix launched in 2015 with $0 revenue

iraLogix Funding History

  • 2020

    iraLogix raised a of in December, 2020

  • 2018

    iraLogix raised a of in October, 2018

  • 2018

    iraLogix raised a of in January, 2018

  • 2016

    iraLogix raised a of in April, 2016

  • 2016

    iraLogix raised a of in April, 2016

FUNDING DATE ROUND AMOUNT VALUATION
December, 10 2020
October, 18 2018
January, 31 2018
April, 19 2016
April, 01 2016

Team

iraLogix has 77 total employees.

DISTRIBUTION QTY
Total team size 77

Founder / CEO

David Bernard

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.

Q&A

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Customers

Churn

iraLogix Executives

Name Position Working Email Personal Email
David Bernard CEO [email protected] -

iraLogix Employees

Name Position Working Email Personal Email
David Bernard CEO [email protected] -

Frequently Asked Questions about iraLogix

  • When was iraLogix founded?

    iraLogix was founded in 2015.

  • How much revenue does iraLogix generate?

    iraLogix generates $2.7M in revenue.

  • Who is the CEO of iraLogix

    The CEO of iraLogix is David Bernard.

  • How much funding does iraLogix have?

    iraLogix raised $14.8M.

  • How many employees does iraLogix have?

    iraLogix has 77 employees.

  • Where is iraLogix headquarters?

    iraLogix is headquartered at Pittsburgh, Pennsylvania, United States

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