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iraLogix - About the company

iraLogix is a series C company based in Doral (United States), founded in 2015 by Joe Hipsky, Luis Burgos and Peter Littlejohn. It operates as a Financial planning software for IRA. iraLogix has raised $48.4M in funding from investors like Morningstar, Integrated Retirement and Great North Ventures. The company has 7 active competitors, including 3 that are funded. Its top competitors include companies like Vestwell, ASC and Veriphy.

Company Details

iraLogix is a provider of financial planning software for IRA. It delivers an individual retirement account (IRA) recordkeeping solution that enables financial institutions to offer investment ideas and advice to individuals saving for retirement. Its platform is built around software that seeks to offer investment, advice, and custody options for IRA accounts.
Email ID
*****@iraLogix.com
Key Metrics
Founded Year
2015
Location
Stage
Series C
Total Funding
$48.4M in 6 rounds
Latest Funding Round
Investors
Ranked
Employee Count
113 as on Mar 31, 2026
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iraLogix's funding and investors

iraLogix has raised a total funding of $48.4M over 6 rounds. Its first funding round was on Apr 19, 2016. Its latest funding round was a Series C round on Jul 13, 2022 for $*****. 9 investors participated in its latest round. iraLogix has 14 institutional investors and 2 angel investors.

Here is the list of recent funding rounds of iraLogix:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Jul 13, 2022
1615488
Series C
4502316
3254024
2781367
4540611
Jun 07, 2021
6642426
Series B
1720250
9454659
8949508
6284698
Dec 10, 2020
8691958
Series B
9253726
7819937
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iraLogix's founders and board of directors

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The founders of iraLogix are Joe Hipsky, Luis Burgos and Peter Littlejohn.
Here are the details of iraLogix's key team members:

iraLogix's employee count trend

iraLogix has 113 employees as of Mar 26. Here is iraLogix's employee count trend over the years:
Employee count trend for iraLogix
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iraLogix's Competitors and alternates

Top competitors of iraLogix include Vestwell, ASC and Veriphy. Here is the list of Top 10 competitors of iraLogix, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Vestwell
Vestwell
2016, New York City (United States), Series E
Online platform for a workplace savings program
$706M
72/100
2nd
Logo for iraLogix
iraLogix
2015, Doral (United States), Series C
Financial planning software for IRA
$48.4M
57/100
3rd
Logo for ASC
ASC
1981, Los Angeles (United States), Funding Raised
Provides a compliance testing platform
-
40/100
4th
Logo for Veriphy
Veriphy
2017, Atlanta (United States), Seed
Web-based business intelligence platform
$20K
29/100
5th
Logo for Escali
Escali
2019, Bergen (Norway), Unfunded
Reporting solutions for pension schemes & insurance companies
-
-
24/100
6th
Logo for Pensionbar
Pensionbar
2020, Toronto (Canada), Unfunded
Platform offering retirement solutions for employers and employees
-
-
16/100
7th
Logo for Pension Triage
Pension Triage
1990, Pontefract (United Kingdom), Unfunded
Provider of pension transfer reports
-
-
16/100
8th
Logo for RightPond
RightPond
2014, Chicago (United States), Acqui-Hired
Analytics Platform for Pension Industry
-
-
16/100
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iraLogix's Investments and acquisitions

iraLogix has made no investments or acquisitions yet.

Reports related to iraLogix

Here is the latest report on iraLogix's sector:

News related to iraLogix

lockFilter this list
Media has covered iraLogix for a total of 3 events in the last 1 year, 1 of them has been about company updates and 1 about people movement.
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