iraLogix Overview

  • Founded
  • 2015

Founded
  • Status
  • Private

  • Employees
  • 82

Employees
  • Latest Deal Type
  • Series C

  • Latest Deal Amount
  • $22M

  • Investors
  • 15

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
Financial Software
Other Industries
Media and Information Services (B2B)
Primary Office
  • Post Office Box 6220
  • Pittsburgh, PA 15212
  • United States
+1 (412) 000-0000

iraLogix Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

iraLogix Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
7. Later Stage VC (Series C) 13-Jul-2022 $22M 000.00 Completed Generating Revenue
6. Debt - General 01-Aug-2021 000.00 Completed Generating Revenue
5. Later Stage VC (Series B) 09-Jun-2021 0000 000.00 0000 Completed Generating Revenue
4. Later Stage VC (Series B) 11-Dec-2020 00.00 000.00 000.00 Completed Generating Revenue
3. Early Stage VC (Series A) 19-Oct-2018 000 00.000 000.00 Completed Generating Revenue
2. Early Stage VC (Series A) 23-Dec-2016 $1.34M $1.34M 00.000 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 B4 00,000,000 00.000000 00.00 00.00 00 00.00 00.000
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 00.000
Series A5 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
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 $0.44 1.22%
Series A1 5,795,470 $0.000100 $0.23 $0.23 $0.23 7.71%
To view iraLogix’s complete cap table history, request access »

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
82 As of 2022
000.00
00000000000 000.00

000000

tion ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit
000000000 00000000
New York, NY
000 As of 0000
00000
0.00 0000-00-00
00000000000 00000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

iraLogix Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
0000000000 Venture Capital-Backed New York, NY 000 00000 00000000000 00000
You’re viewing 1 of 1 competitors. Get the full list »

iraLogix Executive Team (9)

Name Title Board Seat Contact Info
David Bernard Chief Executive Officer & Chairman
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 9 executive team members. Get the full list »

iraLogix Board Members (8)

Name Representing Role Since
David Bernard iraLogix Chief Executive Officer & Chairman 000 0000
James Smith iraLogix Board Member 000 0000
Michael Dowdle Circadian Ventures Board Member 000 0000
Peter DeSilva Self Board Member 000 0000
Ryan Weber Self Board Member 000 0000
You’re viewing 5 of 8 board members. Get the full list »

iraLogix Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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

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

Request a free trial

iraLogix Investors (15)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Hybrid Capital Venture Capital Minority 000 0000 000000 0
Matthew Vettel Angel (individual) Minority 000 0000 000000 0
Nicholas Cayer Angel (individual) Minority 000 0000 000000 0
Roanoke Capital Management Family Office Minority 000 0000 000000 0
University Growth Fund Growth/Expansion Minority 000 0000 000000 0
You’re viewing 5 of 15 investors. Get the full list »

iraLogix Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 00 22-Jan-2019 0000000000 Consulting Services (B2B) 00000 000
To view iraLogix’s complete acquisitions history, request access »

iraLogix Subsidiaries (1)

Company Name Industry Location Founded
0000000000 0000000 Consulting Services (B2B) Baxter, MN
To view iraLogix’s complete subsidiaries history, request access »