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Roth IRA

Roth IRA
1997 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of online retirement education platform intended to explain and simplify the complicated world of retirement savings. The company's platform offers informative and actionable content based on Roth IRAs, a tool with important tax savings, enabling users to help drive informed decisions and investing strategies.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Social/Platform Software
Other Industries
Information Services (B2C)
Parent Company
Primary Office
  • 2204 Lakeshore Drive
  • Suite 425
  • Homewood, AL 35209
  • United States

Roth IRA Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Roth IRA Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Roth IRA Executive Team (3)

Name Title Board
Seat
Contact
Info
Ira Roth Owner
Erik Budde Chief Executive Officer & Founder
Scott Persinger Chief Technology Officer