iraLogix Overview
- Founded
- 2015

- Status
- Private
- Employees
- 43

- Latest Deal Type
- Series B
- Latest Deal Amount
- $7.5M

- 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
iraLogix Timeline
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 |
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% |
iraLogix Executive Team (7)
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 |
iraLogix Signals
Growth Rate

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
Request a free trialiraLogix 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 |
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 |