IPX Retirement

Englewood, United States Founded: 2012 • Age: 14 yrs Acquired By Congruent Solutions
Investment and financial advisory services for retirement are provided.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors - Brand Intelligence

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
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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Operational Areas
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • 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.

Product name locked
Category locked
Primary

Manages 403(b) and 457(b) accounts for retirement participants

Product name locked
Category locked
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Handles transitions of retirement assets to IRAs

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Provides support for retirement income management options

People of IPX Retirement

Headcount 50-200
Employee Profiles 7
Employee Profiles
People
Cary Sun
Vice President of Technology and Development Manager
People
Angela Kuprienko
PRINCIPAL DATABASE ENGINEER

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Funding Insights of IPX Retirement

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Detailed funding history for IPX Retirement

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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Investors in IPX Retirement

IPX Retirement has secured backing from 1 investor. Prominent investors backing the company include Congruent Solutions.

All
Investor Description Founded Year Domain Location
Business process outsourcing services are provided by Congruent Solutions.
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Investor details for IPX Retirement

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Investments & Acquisitions by IPX Retirement

Investments
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Investment portfolio details for IPX Retirement

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  • Transaction dates
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Financial Statements - IPX Retirement

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Detailed financials for IPX Retirement

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Ipx Retirement Comparisons

IPX Retirement Primary company
Description
Investment and financial advisory services for retirement ar...
Location
Englewood, United States
Founded Year
2012
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for IPX Retirement

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Competitors of IPX Retirement

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Detailed competitors of IPX Retirement

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Latest news on Ipx Retirement

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Complete news archive for IPX Retirement

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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.

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