LDIntelligence Overview
- Founded
-
2017
- Status
-
Private
- Employees
-
4
- 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
Website
www.ldintelligence.com
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
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 |
LDIntelligence Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Stephen McCoy | Chief Executive Officer & Chief Compliance Officer | ||
| James Pupillo | Founder & Chairman |
LDIntelligence Board Members (2)
| Name | Representing | Role | Since |
|---|---|---|---|
| James Pupillo | LDIntelligence | Founder & Chairman | 000 0000 |
| Thomas Kmak | LDIntelligence | Board Member | 000 0000 |
LDIntelligence Signals
Growth Rate
0.80%
Weekly
Growth
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
