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
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Net Profit
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EBITDA
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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
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Cloud-based platform for managing IRAs and retirement accounts
White-labeled solutions for IRA services in wealth management
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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.
- Total Funding Total Funding
- Total Rounds 6
- Last Round Series C — $22.0M
- First Round First Round
- Investors Count 12
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2022 | Amount | Series C - iraLogix | Valuation | Matt Vettel , Nick Cayer | |
| Jun, 2021 | Amount | Series B - iraLogix | Valuation | Morningstar |
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| Dec, 2020 | Amount | Series B - iraLogix | Valuation | Great North Ventures |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Private equity firm making growth equity investments in multiple sectors
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Founded Year | Domain | Location | |
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A single-family office focused on technology and innovation investments.
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Founded Year | Domain | Location | |
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Circadian Ventures is engaged in venture capital investments.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by iraLogix
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - iraLogix
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Iralogix Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are provided online for financial markets.
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| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Retirement and superannuation solutions are provided, including investments and pensions.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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| domain | founded_year | HQ Location |
A business management platform is offered for financial advisors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Iralogix
Frequently Asked Questions about iraLogix
When was iraLogix founded?
iraLogix was founded in 2015 and raised its 1st funding round 1 year after it was founded.
Where is iraLogix located?
iraLogix is headquartered in Doral, United States. It is registered at Doral, Florida, United States.
Is iraLogix a funded company?
iraLogix is a funded company, having raised a total of $48.38M across 6 funding rounds to date. The company's 1st funding round was a Series B of $7.5M, raised on Apr 19, 2016.
What does iraLogix do?
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.
Who are the top competitors of iraLogix?
What products or services does iraLogix offer?
iraLogix offers IRA Solution Platform and Branded IRA Product.
Who are iraLogix's investors?
iraLogix has 12 investors. Key investors include Morningstar, Matt Vettel, Nick Cayer, Hybrid Capital, and Roan Capital Partners.
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