About LDIntelligence
LDIntelligence is a Technology company based in Scottsdale (United States) founded in 2012 by James A Pupillo. Retirement planning solutions are provided via an online platform. LDIntelligence has raised $1.98 million across 1 funding round. The company has 16 employees. LDIntelligence offers products and services including Goal-Based Enrollment, Advisor Managed Accounts, IRA Rollovers, and Plan Success Reporting. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity is LDI Map, LLC. Its competitors include Blooom, Vault and Boldin; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Scottsdale, United States
- Employees 16
- Founders James A Pupillo
- SectorsTechnology
- Website ldintelligence.com
- Social LinkedIn
- Legal Name Ldi Map, Llc
- Total Equity Funding$1.98M (USD)
in 1 rounds
- Latest Funding Round$1.98M (USD), Seed
Dec 2023
- Employee Count16
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.
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
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 $1.98M
- Total Rounds 1
- Last Round Seed — $1.98M
- First Round $1.98M
(Dec 2023)
All 1 funding rounds of LDIntelligence 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 |
|---|---|---|---|---|---|
| Dec 2023 | $1.98M | Seed | – | – | – |
People of LDIntelligence
3 people are tracked at LDIntelligence (3 in leadership); the tracked headcount is 16.
| Name | Role | Group |
|---|---|---|
James A Pupillo | Founder | Leadership |
Jeremy Gioia | VP, Product Technology | Leadership |
James A. Pupillo CIMA, C(k)P, CIMC,TFMC, GFS | Founder | Leadership |
Complete people profiles for LDIntelligence
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of LDIntelligence
2 dated milestones of LDIntelligence across 11 years, from founding to its latest funding, stage changes and deals.
- Founded LDIntelligence is founded.
- Funding First funding round of $2.0M.
Competitors of LDIntelligence
LDIntelligence has 3 listed competitors in our database, 2 of them funded. They include Blooom, Vault and Boldin.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| blooom.com | 2013 | Overland Park, United States | $13.15M | 22 | Investment advisor that works with existing retirement account | |
| vaultproject.io | 2015 | San Francisco, United States | Vault by HashiCorp is used for managing and securing sensitive data. | |||
| boldin.com | 2015 | Mill Valley, United States | $20M | 42 | Financial planning software for retirement is provided to individuals. |
Detailed competitors of LDIntelligence
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.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as LDIntelligence (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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Frequently Asked Questions about LDIntelligence
LDIntelligence was founded in 2012 and raised its 1st funding round 11 years after it was founded.
LDIntelligence is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
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 2023.
LDIntelligence has 16 employees.
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.
LDIntelligence offers Goal-Based Enrollment, Advisor Managed Accounts, IRA Rollovers, and Plan Success Reporting.
LDIntelligence operates through Ldi Map, Llc.