iraLogix
2015
FOUNDED
PRIVATE
STATUS
21-30
EMPLOYEES
Series A
LATEST DEAL TYPE
$5M
LATEST DEAL AMOUNT
6
INVESTORS
Description
Developer of an IRA technology platform intended to offer Web-based institutional IRA record-keeping services. 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 extend IRA options, investment ideas and advice to all individuals saving for retirement.
Website
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Business/Productivity Software
Other Industries
Financial Software
Other Financial Services
Primary Office
- 7990 SouthWest 117th Avenue
- Suite 203
- Miami, FL 33183
- United States
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iraLogix Valuation and Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 3. Early Stage VC (Series A) | 19-Oct-2018 | $5M | 000 | 00.00 | Completed | Generating Revenue |
| 2. Accelerator/Incubator | 30-Jun-2016 | Completed | Startup | |||
| 1. Corporate (Series A) | 19-Apr-2016 | Completed | Startup |
iraLogix Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price |
% Owned |
|---|---|---|---|---|---|---|---|---|
| Series A5 | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 00.000 | |
| Series A4 | 000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 0.00 | |
| Series A3 | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 00.000 | |
| Series A2 | 918,484 | $0.000100 | $0.44 | $0.44 | 1x | $0.44 | 3.45% | |
| Series A1 | 5,795,471 | $0.000100 | $0.23 | $0.23 | 1x | $0.23 | 21.74% |
iraLogix Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000000 0000000 | 22-Jan-2019 | 000000000000000000 | Consulting Services (B2B) | 00000 0000000 |
iraLogix Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 0000000000 0000000 | Baxter, MN |
iraLogix Investors (6)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Board Seat |
Contact Info |
|---|---|---|---|---|---|---|
| Audrey's Kitchen | Family Office | Minority | 000 0000 | 000000 0 | ||
| Beresford Ventures | Venture Capital | Minority | 000 0000 | 000000 0 | ||
| Innovation Works | Venture Capital | Minority | 000 0000 | 000000 0 | ||
| Riverfront Ventures | Venture Capital | Minority | 000 0000 | 000000 0 | ||
| SteelBridge Labs | Accelerator/Incubator | Minority | 000 0000 | 000000 0 |
iraLogix Executive Team (6)
1 Former Executive
You’re viewing 5 of 6 executives. Get the full list »iraLogix Board Members (5)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| David Bernard | iraLogix | Chief Executive Officer & Board Member | 000 0000 | |
| James Haluszczak | Self | Co-Founder & Board Member | 000 0000 | |
| John Aranowicz | iraLogix | Board Member & Interim Chief Technology Officer | 000 0000 | |
| Pamela O'Rourke JD | iraLogix | Board Member | 000 0000 | |
| Thomas Anderson | Integrated Retirement Initiatives | Board Member | 000 0000 |