iraLogix Overview

  • Founded
  • 2015
Founded
  • Status
  • Private
  • Employees
  • 43
Employees
  • Latest Deal Type
  • Series B
  • Latest Deal Amount
  • $7.5M
Latest Deal Amount
  • Investors
  • 10

iraLogix General Information

Description

Developer of an IRA technology platform designed to bring innovation, advanced technology and deep industry experience for growing business. 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

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Business/Productivity Software
Other Industries
Other Financial Services
Financial Software

iraLogix Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
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iraLogix Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Later Stage VC (Series B) 11-Dec-2020 $7.5M 0000 000.00 Completed Generating Revenue
3. Early Stage VC (Series A) 19-Oct-2018 000 00.00 0000 Completed Generating Revenue
2. Accelerator/Incubator 30-Jun-2016 $1.5M Completed Startup
1. Corporate (Series A) 23-Dec-2016 $1.5M $1.5M 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 B3 00,000,000 00.000000 00.00 00.00 00 00.00 00.000
Series B2 000,000 00.000000 00.00 00.00 00 00.00 0.000
Series B1 0,000,000 00.000000 00.00 00.00 00 00.00 00.00
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 0.000
Series A3 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series A2 918,484 $0.000100 $0.44 $0.44 1x $0.44 1.6%
Series A1 5,795,471 $0.000100 $0.23 $0.23 1x $0.23 10.09%
To view iraLogix’s complete cap table history, request access »

iraLogix Executive Team (7)

Name Title Board Seat Contact Info
David Bernard Chief Executive Officer & Board Member
Joe Hipsky Co-Founder & Chief Strategy Officer
John Aranowicz Chief Technology Officer
Lowell Smith Jr. Chief Compliance Officer
Peter Littlejohn Co-Founder & Chief Revenue Officer
You’re viewing 5 of 7 executive team members. Get the full list »

iraLogix Board Members (5)

Name Representing Role Since
David Bernard iraLogix Chief Executive Officer & Board Member 000 0000
James Haluszczak Self Board Member 000 0000
Michael Dowdle Circadian Ventures Board Member 000 0000
Thomas Anderson Integrated Retirement Initiatives Board Member 000 0000
To view iraLogix’s complete board members history, request access »

iraLogix Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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iraLogix Investors (10)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Circadian Ventures Venture Capital Minority 000 0000 000000 0
CreativeCo Capital Growth/Expansion Minority 000 0000 000000 0
Great North Labs Venture Capital Minority 000 0000 000000 0
Trog Hawley Capital Venture Capital Minority 000 0000 000000 0
Audrey's Kitchen Family Office Minority 000 0000 000000 0
You’re viewing 5 of 10 investors. Get the full list »

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
To view iraLogix’s complete acquisitions history, request access »

iraLogix Subsidiaries (1)

Company Name Industry Location Founded
0000000000 0000000 Baxter, MN
To view iraLogix’s complete subsidiaries history, request access »