About IPX Retirement
IPX Retirement is a company based in Englewood (United States) founded in 2012 was acquired by Congruent Solutions in April 2025.. IPX Retirement offers products and services including RecordKeeping Services, Trust Company Services, and Retirement Edge.
- Headquarter Englewood, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Latest Funding Round
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Employee Count
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Acquired by
Congruent Solutions
(Apr 02, 2025)
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Products & Services of IPX Retirement
IPX Retirement offers a comprehensive portfolio of products and services, including RecordKeeping Services, Trust Company Services, and Retirement Edge. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages 403(b) and 457(b) accounts for retirement participants
Handles transitions of retirement assets to IRAs
Provides support for retirement income management options
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Funding Insights of IPX Retirement
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in IPX Retirement
IPX Retirement has secured backing from 1 investor. Prominent investors backing the company include Congruent Solutions. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Business process outsourcing services are provided by Congruent Solutions.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by IPX Retirement
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - IPX Retirement
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Ipx Retirement Comparisons
Competitors of IPX Retirement
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about IPX Retirement
When was IPX Retirement founded?
IPX Retirement was founded in 2012.
Where is IPX Retirement located?
IPX Retirement is headquartered in Englewood, United States. It is registered at Englewood, New Jersey, United States.
Who is the current CEO of IPX Retirement?
Bill Mueller is the current CEO of IPX Retirement.
What does IPX Retirement do?
IPX Retirement was established in 2012 in Englewood, United States, within the financial services sector. Advisory services on investments and retirement planning are offered to clients. Operations focus on tailored financial solutions, including portfolio management and retirement fund guidance. The company is headed by CEO Bill Mueller, with activities based in the U.S. geography to support individual and institutional needs.
What products or services does IPX Retirement offer?
IPX Retirement offers RecordKeeping Services, Trust Company Services, and Retirement Edge.
Who are IPX Retirement's investors?
IPX Retirement has 1 investor. Key investors include Congruent Solutions.