About LDIntelligence
LDIntelligence is a company based in Scottsdale (United States) founded in 2012 by James A Pupillo.. LDIntelligence has raised $1.98 million across 1 funding round. The company has 16 employees as of December 31, 2023. LDIntelligence offers products and services including Goal-Based Enrollment, Advisor Managed Accounts, IRA Rollovers, and Plan Success Reporting. LDIntelligence operates in a competitive market with competitors including Blooom, Vault, Boldin and Rebalance IRA, among others.
- Headquarter Scottsdale, United States
- Employees 16 as on 31 Dec, 2023
- Founders James A Pupillo
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
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- Legal Name Ldi Map, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$1.98 M (USD)
in 1 rounds
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Latest Funding Round
$1.98 M (USD), Seed
Dec 05, 2023
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Investors
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Employee Count
16
as on Dec 31, 2023
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Products & Services of LDIntelligence
LDIntelligence offers a comprehensive portfolio of products and services, including Goal-Based Enrollment, Advisor Managed Accounts, IRA Rollovers, and Plan Success Reporting. 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.
Platform for setting personalized retirement goals and tracking progress
Service for managing retirement accounts with advisor oversight
Tool to automate and simplify IRA account transfers
System for monitoring and reporting retirement plan performance
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Funding Insights of LDIntelligence
LDIntelligence has successfully raised a total of $1.98M through 1 strategic funding round. The most recent funding activity was a Seed round of $1.98 million completed in December 2023. 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 1
- Last Round Seed — $2.0M
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First Round
First Round
(05 Dec 2023)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec, 2023 | Amount | Seed - LDIntelligence | Valuation |
investors |
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| 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 |
Investments & Acquisitions by LDIntelligence
| 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 - LDIntelligence
| 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 |
Ldintelligence Comparisons
Competitors of LDIntelligence
LDIntelligence 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 Blooom, Vault, Boldin and Rebalance IRA, 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 |
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| domain | founded_year | HQ Location |
Investment advisor that works with existing retirement account
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| domain | founded_year | HQ Location |
Vault by HashiCorp is used for managing and securing sensitive data.
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| domain | founded_year | HQ Location |
Financial planning software for retirement is provided to individuals.
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| domain | founded_year | HQ Location |
Provides investment advice, financial planning, and retirement services for everyday life.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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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Frequently Asked Questions about LDIntelligence
When was LDIntelligence founded?
LDIntelligence was founded in 2012 and raised its 1st funding round 11 years after it was founded.
Where is LDIntelligence located?
LDIntelligence is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
Is LDIntelligence a funded company?
LDIntelligence is a funded company, having raised a total of $1.98M across 1 funding round to date. The company's 1st funding round was a Seed of $1.98M, raised on Dec 05, 2023.
How many employees does LDIntelligence have?
As of Dec 31, 2023, the latest employee count at LDIntelligence is 16.
What does LDIntelligence do?
LDIntelligence was founded in 2012 and is based in Scottsdale, United States. The platform focuses on financial services in the retirement sector, where plan enrollment and goal-based managed account programs are offered. These services are tailored to align with individual savers situations and objectives, supporting retirement preparation through structured investment options. Operations emphasize accessibility for users seeking long-term financial guidance.
Who are the top competitors of LDIntelligence?
What products or services does LDIntelligence offer?
LDIntelligence offers Goal-Based Enrollment, Advisor Managed Accounts, IRA Rollovers, and Plan Success Reporting.