iraLogix
Pittsburgh, Pennsylvania, United States
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.
2015
Founded
$2.7M
2023 Revenue
52.6%
YOY
$14.8M
Funding
iraLogix Revenue
In 2023, iraLogix revenue run rate hit $2.7M in revenue.
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2023
iraLogix hit $2.7M in revenue in 2023
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2021
iraLogix hit $1.3M in revenue in 2021
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2015
iraLogix launched in 2015 with $0 revenue
iraLogix Funding History
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2020
iraLogix raised a of in December, 2020
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2018
iraLogix raised a of in October, 2018
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2018
iraLogix raised a of in January, 2018
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2016
iraLogix raised a of in April, 2016
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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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What's your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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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 |
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David Bernard | CEO | [email protected] | - |
Frequently Asked Questions about iraLogix
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When was iraLogix founded?
iraLogix was founded in 2015.
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How much revenue does iraLogix generate?
iraLogix generates $2.7M in revenue.
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Who is the CEO of iraLogix
The CEO of iraLogix is David Bernard.
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How much funding does iraLogix have?
iraLogix raised $14.8M.
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How many employees does iraLogix have?
iraLogix has 77 employees.
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Where is iraLogix headquarters?
iraLogix is headquartered at Pittsburgh, Pennsylvania, United States
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