iraLogix Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Private

  • Employees
  • 110

Employees

  • Latest Deal Type
  • Series C

  • Latest Deal Amount
  • $43M

  • Investors
  • 16

iraLogix General Information

Description

Developer of an IRA technology platform designed to bring innovation, advanced technology, and deep industry experience to growing businesses. The company's paperless and end-to-end white-label platform provides a wide range of institutionally priced investment choices and access to professional advice, education, and other financial services, enabling financial organizations to accelerate growth and market share while reducing internal administration and servicing costs associated with accounts of all sizes.

Contact Information

Website
www.iralogix.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • Nova Tower One, 1 Allegheny Square
  • Suite 403
  • Pittsburgh, PA 15212
  • United States
+1 (412)
Primary Industry
Financial Software
Vertical(s)
SaaS, TMT, FinTech
Corporate Office
  • Nova Tower One, 1 Allegheny Square
  • Suite 403
  • Pittsburgh, PA 15212
  • United States
+1 (412)

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iraLogix Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Later Stage VC (Series C) 12-Mar-2025 $43M Completed Generating Revenue
7. Later Stage VC (Series C) 13-Jul-2022 Completed Generating Revenue
6. Debt - General 01-Aug-2021 Completed Generating Revenue
5. Later Stage VC (Series B) 09-Jun-2021 Completed Generating Revenue
4. Later Stage VC (Series B) 11-Dec-2020 Completed Generating Revenue
3. Early Stage VC (Series A) 19-Oct-2018 Completed Generating Revenue
2. Early Stage VC (Series A) 23-Dec-2016 $1.34M $1.34M Completed Startup
1. Accelerator/Incubator 30-Jun-2016 Completed Startup
To view iraLogix’s complete valuation and funding history, request access »

iraLogix Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series C-3
Series C-2
Series C-1
Series B4
Series B3
Series B2
Series B1
Series A5
Series A4 213,872 $0.000100 $0.48 $0.48 1x $0.48 0.14%
Series A3 3,554,458 $0.000100 $0.43 $0.43 1x $0.43 2.31%
To view iraLogix’s complete cap table history, request access »

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iraLogix Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of an IRA technology platform designed to bring innovation, advanced technology, and deep industry experience
Financial Software
Pittsburgh, PA
110 As of 2026

New York, NY
 

Burlingame, CA
 
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iraLogix Competitors (4)

One of iraLogix’s 4 competitors is Vestwell, a Venture Capital-Backed company based in New York, NY.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Vestwell Venture Capital-Backed New York, NY
Guideline Formerly VC-backed Burlingame, CA
IRA Financial Venture Capital-Backed Sioux Falls, SD
Ellevest Venture Capital-Backed New York, NY
To view iraLogix’s complete competitors history, request access »

iraLogix Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

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iraLogix Investors (16)

Investor Name Investor Type Holding Investor Since Participating Rounds
Bacchus Venture Capital Angel Group Minority
Hybrid Capital Venture Capital Minority
Angel (individual) Minority
Angel (individual) Minority
Roanoke Capital Management Family Office Minority
You’re viewing 5 of 16 investors. Get the full list »

iraLogix Acquisitions (1)

iraLogix’s most recent deal was a Merger/Acquisition with Integrated Retirement Initiatives. The deal was made on 22-Jan-2019.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Integrated Retirement Initiatives 22-Jan-2019 Merger/Acquisition Consulting Services (B2B)
To view iraLogix’s complete acquisitions history, request access »

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iraLogix FAQs

  • When was iraLogix founded?

    iraLogix was founded in 2015.

  • Where is iraLogix headquartered?

    iraLogix is headquartered in Pittsburgh, PA.

  • What is the size of iraLogix?

    iraLogix has 110 total employees.

  • What industry is iraLogix in?

    iraLogix’s primary industry is Financial Software.

  • Is iraLogix a private or public company?

    iraLogix is a Private company.

  • What is the current valuation of iraLogix?

    The current valuation of iraLogix is .

  • What is iraLogix’s current revenue?

    The current revenue for iraLogix is .

  • How much funding has iraLogix raised over time?

    iraLogix has raised $89.8M.

  • Who are iraLogix’s investors?

    Bacchus Venture Capital, Hybrid Capital, , , and Roanoke Capital Management are 5 of 16 investors who have invested in iraLogix.

  • Who are iraLogix’s competitors?

    Vestwell, Guideline, IRA Financial, and Ellevest are competitors of iraLogix.

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