About iraLogix
iraLogix is a Technology company based in Doral (United States) founded in 2015 by Lowell Smith, Peter Littlejohn, and Joe Hipsky. Financial planning software for IRA recordkeeping is offered. iraLogix has raised $48.38 million across 6 funding rounds from investors including Morningstar, Matt Vettel and Nick Cayer. Its website iralogix.com draws about 39 thousand monthly visits. iraLogix offers products and services including IRA Solution Platform and Branded IRA Product. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Performance Reporting. Its competitors include Planful, Modern Wealth Management and Hubly; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Doral, United States
- Founders Lowell Smith, Peter Littlejohn, Joe Hipsky
- SectorsTechnology
- Website category Finance · Insurance
- Email••••••••
- Website iralogix.com
- Social LinkedIn
- Total Equity Funding$48.38M (USD)
in 6 rounds
- Latest Funding Round$22M (USD), Series C
Jul 2022
- InvestorsMorningstar
& 11 more
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
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.
- Total Funding $48.38M
- Total Rounds 6
- Last Round Series C — $22M
- Investors Count 12
All 6 funding rounds of iraLogix with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2022 | $22M | Series C | – | Matt Vettel, Nick Cayer | |
| Jun 2021 | $11M | Series B | – | Morningstar | – |
| Dec 2020 | $7.5M | Series B | – | Great North Ventures | |
| Oct 2018 | $5M | Series A | – | Integrated Retirement | |
| Jul 2018 | $2.88M | Series A | – | – | – |
| Apr 2016 | Series A | – | – |
12 investors in total: 10 institutional and 2 angel.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm making growth equity investments in multiple sectors | ugrowthfund.com | Salt Lake City, United States | ||
A single-family office focused on technology and innovation investments. | 2012 | troghawley.com | West Palm Beach, United States | |
Circadian Ventures is engaged in venture capital investments. | circadian.vc | Atlanta, United States | ||
Venture capital firm and accelerator focused on tech companies | greatnorthventures.com | Minneapolis, United States | ||
Early-stage venture capital funding is provided by Riverfront Ventures. | riverfrontventures.com | Pittsburgh, United States | ||
| hybcap.com | ||||
Wealth management services are provided by Roan Capital Partners. | roancp.com | Johnson City, United States | ||
Financial data and investment advisory tools are offered online. | 1984 | morningstar.com | Chicago, United States | |
Manages diversified investment portfolios across various asset classes. | 2010 | integratedretirement.com | Baxter, United States | |
Provides investment management services focused on portfolio construction and risk assessment. | 2008 | iri-llc.com | United States |
Investor details for iraLogix
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of iraLogix
36 people are tracked at iraLogix (19 in leadership, 17 in team).
| Name | Role | Group |
|---|---|---|
Lowell Smith | Co-Founder | Leadership |
Peter Littlejohn | Co-Founder | Leadership |
Joe Hipsky | Co-Founder & Chief Strategy Officer | Leadership |
David Bernard | CEO | Leadership |
James Liberi | Senior Director - Business Development And Strategic Partnerships | Leadership |
Jack Adams | Director of Finance | Leadership |
Charlie Gautreaux | CTO | Leadership |
Kevin Coy | Director Of Engineering | Leadership |
Jennifer Plese | Marketing Director | Leadership |
Chad Pichoske | Sales Development Director | Leadership |
Mitchell Haber | Vice President Of Sales | Leadership |
Keith Haas | Chief Financial Officer | Leadership |
Cynthia Cavendish-Carey | Senior Marketing Director | Leadership |
Becky Denna | Director Customer Care | Leadership |
Madison Littlejohn | Sales Director | Leadership |
Joe Forlines | Sr. Director Of Sales | Leadership |
Pamela DeDominicis | Head Of Human Resources | Leadership |
Brooks Johnson | Senior Director Of Software Engineering | Leadership |
Wendy Fisk | Director, Relationship Manager | Leadership |
Yosef Deray | Senior Software Engineer | Team |
16 more people are available in the full profile.
Complete people profiles for iraLogix
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.
Timeline of iraLogix
3 dated milestones of iraLogix across 7 years, from founding to its latest funding, stage changes and deals.
- Founded iraLogix is founded.
- Funding First funding round.
- Funding Latest funding round, Series C, of $22.0M.
Competitors of iraLogix
iraLogix has 3 listed competitors in our database, 3 of them funded. They include Planful, Modern Wealth Management and Hubly.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| myhubly.com | 2019 | New York, United States | $2.45M | 14 | A business management platform is offered for financial advisors. |
Detailed competitors of iraLogix
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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Verified entity values are shown only after access is granted.
Web traffic of iraLogix
The website of iraLogix (iralogix.com) receives about 38.6K visits a month and ranks #448,643 among all websites worldwide, #2,272 in Insurance.
- Monthly visits38.6K
▲ 5.6% vs previous month
- Unique visitors10.1K
per month
- Global rank#448,643
among all websites
- Category rank#2,272
Finance · Insurance
- Bounce rate32%
- Pages per visit13.6
- Average visit9 min 07 sec
- DevicesDesktop 46% · Mobile 54%
Websites whose visitors overlap most with iraLogix. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| plansponsor.com | 100% | #747,780 | View details | ||
| slavic401k.com | 88% | #77,312 | View details | ||
| broadridge.com | 83% | 1.6M | #35,609 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as iraLogix (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about 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's top competitors include Planful, Hubly and Modern Wealth Management.
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.