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
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ipxretirement.com
- Social LinkedIn X Facebook
- Acquired by Congruent Solutions (Apr 2025)
- Investors
- Acquired byCongruent Solutions
(Apr 2025)
Products & Services of IPX Retirement
IPX Retirement offers a comprehensive portfolio of products and services, including RecordKeeping Services, Trust Company Services, and Retirement Edge.
Manages 403(b) and 457(b) accounts for retirement participants
Handles transitions of retirement assets to IRAs
Provides support for retirement income management options
Investors in IPX Retirement
IPX Retirement has secured backing from 1 investor. Prominent investors backing the company include Congruent Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Business process outsourcing services are provided by Congruent Solutions. | 2000 | congruentsolutions.com | Cupertino, United States |
Investor details for IPX Retirement
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- Complete investor list
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People of IPX Retirement
8 people are tracked at IPX Retirement (5 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Bill Mueller | CEO | Leadership |
Jennifer Crawley | Director, Technology | Leadership |
Cary Sun | Vice President of Technology and Development Manager | Leadership |
Paul Delcogliano | VP of Technology | Leadership |
Kevin Gilmore | Director of Operations | Leadership |
Carolyn Erickson | Business Analyst | Team |
Angela Kuprienko | PRINCIPAL DATABASE ENGINEER | Team |
Steven Leiser | Client Service Associate | Team |
Complete people profiles for IPX Retirement
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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- Professional contacts
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Timeline of IPX Retirement
2 dated milestones of IPX Retirement across 13 years, from founding to its latest funding, stage changes and deals.
- Founded IPX Retirement is founded.
- Exit Acquired by Congruent Solutions.
Web traffic of IPX Retirement
Websites that share an audience with IPX Retirement (ipxretirement.com).
Websites whose visitors overlap most with IPX Retirement. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
find-bank.com | find-bank.com | 100% | – | #4,683,603 | – |
Latest news on Ipx Retirement
Complete news archive for IPX Retirement
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to IPX Retirement
10 companies that operate in the same segment as IPX Retirement (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about IPX Retirement
IPX Retirement was founded in 2012.
IPX Retirement is headquartered in Englewood, United States. It is registered at Englewood, New Jersey, United States.
Bill Mueller is the current CEO of IPX Retirement.
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.
IPX Retirement offers RecordKeeping Services, Trust Company Services, and Retirement Edge.
IPX Retirement has 1 investor. Key investors include Congruent Solutions.
Yes. IPX Retirement was acquired by Congruent Solutions in April 2025.