About iraLogix
iraLogix is a company based in Doral (United States) founded in 2015 by Lowell Smith, Peter Littlejohn, and Joe Hipsky. iraLogix has raised $48.38 million across 6 funding rounds from investors including Morningstar, Matt Vettel and Nick Cayer. iraLogix offers products and services including IRA Solution Platform and Branded IRA Product. iraLogix operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.
- Headquarter Doral, United States
- Founders Lowell Smith, Peter Littlejohn, Joe Hipsky
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Sectors
Technology
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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
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$48.38 M (USD)
in 6 rounds
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Latest Funding Round
$22 M (USD), Series C
Jul 13, 2022
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Investors
Morningstar
& 11 more
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Employee Count
Not available
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Products & Services of iraLogix
iraLogix offers a comprehensive portfolio of products and services, including IRA Solution Platform and Branded IRA Product.
Cloud-based platform for managing IRAs and retirement accounts
White-labeled solutions for IRA services in wealth management
People of iraLogix
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Funding Insights of iraLogix
iraLogix has successfully raised a total of $48.38M across 6 strategic funding rounds. The most recent funding activity was a Series C round of $22 million completed in July 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in iraLogix
iraLogix has secured backing from 12 investors, including angel, institutional, and venture fund investors. Prominent investors backing the company include Morningstar, Matt Vettel and Nick Cayer.
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Private equity firm making growth equity investments in multiple sectors
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A single-family office focused on technology and innovation investments.
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Circadian Ventures is engaged in venture capital investments.
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Investor details for iraLogix
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Investments & Acquisitions by iraLogix
Investment portfolio details for iraLogix
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Financial Statements - iraLogix
Detailed financials for iraLogix
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Iralogix Comparisons
Peer comparison for iraLogix
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Competitors of iraLogix
iraLogix operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are provided online for financial markets.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Wealth management services are provided to clients by the firm.
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A business management platform is offered for financial advisors.
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Detailed competitors of iraLogix
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Latest news on Iralogix
Complete news archive for iraLogix
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Frequently Asked Questions about iraLogix
iraLogix was founded in 2015 and raised its 1st funding round 1 year after it was founded.
iraLogix is headquartered in Doral, United States. It is registered at Doral, Florida, United States.
iraLogix is a funded company, having raised a total of $48.38M across 6 funding rounds to date.
iraLogix was founded in 2015 and is headquartered in Doral, United States. Software solutions for individual retirement accounts are provided to financial institutions, facilitating investment recommendations and advisory services for retirement savers. The platform supports recordkeeping, custody, and integrated options for managing IRA investments within the financial services sector.
iraLogix offers IRA Solution Platform and Branded IRA Product.
iraLogix has 12 investors. Key investors include Morningstar, Matt Vettel, Nick Cayer, Hybrid Capital, and Roan Capital Partners.