IRA Financial Overview

  • Year Founded
  • 2010

Year Founded

  • Status
  • Private

  • Employees
  • 75

Employees

  • Latest Deal Type
  • Later Stage VC

  • Investors
  • 1

IRA Financial General Information

Description

Developer of a financial application designed to offer investments of retirement funds in alternative assets. The company offers custom-built plans, roth strategies, annual tax consulting, compliance, reporting services and offers checkbook control managed by an individual retirement account custodian, enabling users to plan their future at ease.

Contact Information

Website
www.irafinancial.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 5109 South Broadband Lane
  • Suite 2208
  • Sioux Falls, SD 57108
  • United States
+1 (800)
Primary Industry
Other Financial Services
Other Industries
Financial Software
Vertical(s)
Artificial Intelligence & Machine Learning, Cryptocurrency/Blockchain, FinTech
Corporate Office
  • 5109 South Broadband Lane
  • Suite 2208
  • Sioux Falls, SD 57108
  • United States
+1 (800)

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IRA Financial Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Later Stage VC 01-Jun-2025 Completed Generating Revenue
1. Debt - PPP 15-Apr-2020 Completed Generating Revenue
To view IRA Financial’s complete valuation and funding history, request access »

IRA Financial Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial application designed to offer investments of retirement funds in alternative assets. The compan
Other Financial Services
Sioux Falls, SD
75 As of 2026

Clearwater, FL
 

Oak Brook, IL
 
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IRA Financial Competitors (3)

One of IRA Financial’s 3 competitors is Advanta IRA, a Corporation company based in Clearwater, FL.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Advanta IRA Corporation Clearwater, FL
Inspira Financial Trust Private Equity-Backed Oak Brook, IL
Vantage Retirement Plans (Scottsdale) Private Debt Financed Scottsdale, AZ
You’re viewing 3 of 3 competitors. Get the full list »

IRA Financial Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Majestic Referring Domains

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IRA Financial Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds
Lakewest Venture Partners Venture Capital Minority
To view IRA Financial’s complete investors history, request access »

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IRA Financial FAQs

  • When was IRA Financial founded?

    IRA Financial was founded in 2010.

  • Where is IRA Financial headquartered?

    IRA Financial is headquartered in Sioux Falls, SD.

  • What is the size of IRA Financial?

    IRA Financial has 75 total employees.

  • What industry is IRA Financial in?

    IRA Financial’s primary industry is Other Financial Services.

  • Is IRA Financial a private or public company?

    IRA Financial is a Private company.

  • What is IRA Financial’s current revenue?

    The current revenue for IRA Financial is .

  • Who are IRA Financial’s investors?

    Lakewest Venture Partners has invested in IRA Financial.

  • Who are IRA Financial’s competitors?

    Advanta IRA, Inspira Financial Trust, and Vantage Retirement Plans (Scottsdale) are competitors of IRA Financial.

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