LDIntelligence Overview
- Founded
- 2017
- Status
- Private
- Latest Deal Type
- Angel
- Latest Deal Amount
- $1M
LDIntelligence General Information
Description
Developer of technology solutions aimed at helping people achieve better retirement outcomes. The company's tool presents an innovative plan enrollment and a goal-based managed account program that aligns with each saver's unique situation and provides a better engagement process for financial advisors and recordkeepers of retirement plans, enabling retirement success to millions of savers and get on the path of better retirement outcomes.
Contact Information
Website
Ownership Status
Privately Held (backing)
Financing Status
Angel-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 Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 1. Angel (individual) | 13-Dec-2019 | $1M | 000 | Completed | Generating Revenue |
LDIntelligence Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Stephen McCoy | Chief Executive Officer & Chief Compliance Officer | ||
| James Pupillo | Founder, Chairman and Board Member |
LDIntelligence Board Members (2)
| Name | Representing | Role | Since |
|---|---|---|---|
| James Pupillo | LDIntelligence | Founder, Chairman and Board Member | 000 0000 |
| Thomas Kmak | LDIntelligence | Board Member | 000 0000 |