About IRA Financial
IRA Financial is a Financial Services company based in Miami (United States) founded in 2010. It provides self-directed IRAs and 401(k)s for alternative asset investments and business funding. It operates on a B2C and B2B model. IRA Financial offers products and services including Self-Directed IRA, Solo 401(k), ROBS, and IRAfi Crypto. Its focus areas include FinTech, Investment Tech, Retirement Accounts and Self-Directed Investments. Its competitors include Rocket Dollar, iJoin, Arnie, Utah Retirement Systems and Forge Trust and 4 more; 3 of its 9 listed competitors have raised funding.
Company details
IRA Financial specializes in self-directed retirement accounts, enabling individuals and business owners to invest in alternative assets such as real estate, cryptocurrency, and funds without traditional restrictions. They provide services like Self-Directed IRA, Solo 401(k), and ROBS, with dedicated support and flat fees. Based in Sioux Falls, SD, USA, they serve clients seeking flexible retirement options and business startup funding through rollover strategies.
Products & Services of IRA Financial
IRA Financial offers a comprehensive portfolio of products and services, including Self-Directed IRA, Solo 401(k), ROBS, and IRAfi Crypto.
Enables investment in alternative assets via IRA structure.
Allows self-employed individuals to invest in alternative assets.
Facilitates using retirement funds to start or fund businesses.
Supports crypto investments within retirement accounts.
Apps and channels of IRA Financial
its YouTube channel IRA Financial has 14K subscribers and 30 videos.
Videos from IRA Financial
The most watched videos on IRA Financial's YouTube channel, IRA Financial (14K subscribers). Click a video to play it here.
More on IRA Financial.
People of IRA Financial
5 people are tracked at IRA Financial (4 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Adam Bergman | Founder | Leadership |
John Gendrich | Chief Growth Officer | Leadership |
John M. | Chief Marketing Officer | Leadership |
Drew Cosand | Chief Financial Officer | Leadership |
Daniel Sabatino | Video Producer | Team |
Complete people profiles for IRA Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
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Verified entity values are shown only after access is granted.
Competitors of IRA Financial
IRA Financial has 9 listed competitors in our database, 3 of them funded. They include Rocket Dollar, iJoin, Arnie, Utah Retirement Systems and Forge Trust, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| rocketdollar.com | 2018 | Austin, United States | $12.78M | – | Self-directed retirement accounts for alternative investments are facilitated. | |
| ijoinsuccess.com | 2018 | Scottsdale, United States | $1.6M | 10 | Software for employee retirement investment planning is provided by iJoin. | |
| arnie.co | 2021 | San Francisco, United States | $2.3M | – | Investment plans for retirement are provided via an online platform. | |
| urs.org | 1963 | Salt Lake, United States | – | 2 | Delivers retirement and pension benefits for state, local government, and public education employees. | |
| forgetrust.com | 2015 | Sioux Falls, United States | – | – | Alternative investment platform focused on retirement savings solutions. | |
| geneseecodcplans.com | 2020 | Columbus, United States | – | – | Offers retirement investment tools, calculators, and support for planning. | |
| mymoneymyfreedom.co | 2018 | Gilbert, United States | – | – | Financial coaching program teaching women investment and retirement planning strategies. | |
| accessfinancialinvestment.com | 2021 | Louisville, United States | – | – | Provides an online platform for investment and retirement planning tailored to individuals and advisors. | |
| nabers.com | 2004 | Scottsdale, United States | – | – | Self-directed retirement app for crypto, real estate, and tax-saving investments. |
Detailed competitors of IRA Financial
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of IRA Financial
Websites that share an audience with IRA Financial (irafinancial.com).
Websites whose visitors overlap most with IRA Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| myubiquity.com | 100% | 126.3K | #270,313 | View details | |
| itrustcapital.com | 82% | 360.8K | #103,431 | View details | |
| bitcoinira.com | 54% | 38.8K | #675,973 | View details | |
| ameriprise.com | 41% | 4.2M | #15,501 | View details |
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as IRA Financial (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 | 2,161 | |
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 | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
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 IRA Financial
IRA Financial was founded in 2010.
IRA Financial is headquartered in Miami, United States. It is registered at Miami, Florida, United States.
IRA Financial specializes in self-directed retirement accounts, enabling individuals and business owners to invest in alternative assets such as real estate, cryptocurrency, and funds without traditional restrictions. They provide services like Self-Directed IRA, Solo 401(k), and ROBS, with dedicated support and flat fees. Based in Sioux Falls, SD, USA, they serve clients seeking flexible retirement options and business startup funding through rollover strategies.
IRA Financial's top competitors include Rocket Dollar, iJoin and Arnie.
IRA Financial offers Self-Directed IRA, Solo 401(k), ROBS, and IRAfi Crypto.