LDIntelligence Overview

  • Founded
  • 2017

Founded
  • Status
  • Private

  • Employees
  • 4

Employees
  • Latest Deal Type
  • Angel

  • Latest Deal Amount
  • $600K

LDIntelligence General Information

Description

Provider of friction-free all-digital enrollment services intended to offer a progressive goal-based approach to personalized retirement advice. The company's tool presents an innovative plan enrollment and a goal-based managed account program that aligns with each saver's situation and provides a better engagement process for financial advisors and recordkeepers of retirement plans, enabling clients to get retirement success.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Application Software
Primary Office
  • 14646 North Kierland Boulevard
  • Suite 125
  • Scottsdale, AZ 85254
  • United States
+1 (480) 000-0000

LDIntelligence 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

LDIntelligence Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Angel (individual) 28-Jun-2021 $600K 00.00 Completed Generating Revenue
1. Seed Round 13-Dec-2019 000 000 Completed Generating Revenue
To view LDIntelligence’s complete valuation and funding history, request access »

LDIntelligence Executive Team (2)

Name Title Board Seat Contact Info
Stephen McCoy Chief Executive Officer & Chief Compliance Officer
James Pupillo Founder & Chairman
To view LDIntelligence’s complete executive team members history, request access »

LDIntelligence Board Members (2)

Name Representing Role Since
James Pupillo LDIntelligence Founder & Chairman 000 0000
Thomas Kmak LDIntelligence Board Member 000 0000
To view LDIntelligence’s complete board members history, request access »

LDIntelligence 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