2024 Revenue
$3.9M(Est.)
Funding
$14.8M
Team
94
Founded
2015
iraLogix Revenue & Funding (2024)
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
iraLogix Revenue
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.
| 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 |
iraLogix Valuation, Funding Rounds
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 | - | - | |
| 2016 | Funding round | $1.9M | - | - | |
| 2016 | Funding round | $250K | - | - |
Founder / CEO
David Bernard
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.
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for iraLogix yet.
iraLogix Employees & Team Size
iraLogix employs approximately 94 people as of 2026, up from 77 in 2023.
| 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) |
Frequently Asked Questions about iraLogix
What is iraLogix's revenue?
iraLogix generates an estimated $3.9M in annual revenue.
Who founded iraLogix?
iraLogix was founded by David Bernard.
Who is the CEO of iraLogix?
The CEO of iraLogix is David Bernard.
How much funding does iraLogix have?
iraLogix raised $14.8M across 5 rounds.
How many employees does iraLogix have?
iraLogix has 94 employees.
Where is iraLogix headquarters?
iraLogix is headquartered in Pittsburgh, Pennsylvania, United States.
Compare iraLogix to the industry
iraLogix operates across multiple industries. Browse revenue, funding, and growth data for iraLogix in each sector below.
Data and Sources
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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