LDIntelligence Overview

  • Founded
  • 2017
  • Status
  • Private
  • Latest Deal Type
  • Angel
  • Latest Deal Amount
  • $1M
Latest Deal Amount

LDIntelligence General Information


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

Ownership Status
Privately Held (backing)
Financing Status
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
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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
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 and Board Member
To view LDIntelligence’s complete executive team members history, request access »

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
To view LDIntelligence’s complete board members history, request access »