When was LDIntelligence founded?

LDIntelligence was founded in 2012 and raised its 1st funding round 11 years after it was founded.

Where is LDIntelligence located?

LDIntelligence is headquartered in Scottsdale, United States.

How many employees does LDIntelligence have?

As of Apr 30, 2026, the latest employee count at LDIntelligence is 4.

Is LDIntelligence a funded company?

LDIntelligence is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Dec 05, 2023.

When was the latest funding round of LDIntelligence?

LDIntelligence's latest funding was a $***** Seed round on Dec 05, 2023, with participation from 0 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $3.06B in funding in 2026 to date.

Where does LDIntelligence rank among its competitors?

LDIntelligence ranks 9th amongst 15 active competitors, of which 4 are funded. It stands 4th in terms of total funding among its competitors. The most recent competitor to raise funding was LDIntelligence, which secured $1.98M in Dec, 2023.

Who are the top competitors of LDIntelligence?

LDIntelligence's top competitors include Boldin, Blooom and Robustwealth. Among them, LDIntelligence secured the most recent funding round in December, 2023.

LDIntelligence - 2026 Company Profile, Team, Funding & Competitors

Company Details

Platform offering solutions for retirement planning. It offers a plan enrollment and a goal-based managed account program that aligns with saver’s situation and goals.

Key Metrics

Founded Year

2012

Location

Scottsdale, United States

Stage

Seed

Total Funding

$1.98M in 1 round

Latest Funding Round

Seed, Dec 05, 2023, $*****

Ranked

9^th among 15 active competitors

Employee Count

4 as on Apr 30, 2026

Similar Companies

Boldin & 51 more

View LDIntelligence's full profile

LDIntelligence is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
LDI Map, LLC CIN: 37-1852548 , United States, Active	Oct 31, 2023	-	16 (As on Dec 31, 2023)	-

LDIntelligence has raised a total funding of $1.98M over 1 round.

Here is the list of recent funding rounds of LDIntelligence:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Dec 05, 2023	6426744	Seed	5903628	5453666	9343865	7092700

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View details of LDIntelligence's funding rounds and investors

The founders of LDIntelligence is James A Pupillo.

Here are the details of LDIntelligence's key team members:

James A Pupillo: Founder of LDIntelligence.
Contact Info: 1 email address

View details of LDIntelligence's Founder profiles and Board Members

LDIntelligence's employee count trend

LDIntelligence has 4 employees as of Apr 26. Here is LDIntelligence's employee count trend over the years:

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Top competitors of LDIntelligence include Boldin, Blooom and Robustwealth. Here is the list of Top 10 competitors of LDIntelligence, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Boldin 2015, Mill Valley (United States), Series A	Provider of financial planning and retirement planning software	$20M	AllegisCyber Capital, Ulu Ventures & 9 others	53/100
2nd	Blooom 2013, Overland Park (United States), Series B	Investment advisor that works with existing retirement account	$13.2M	QED Investors, Commerce Ventures & 9 others	48/100
3rd	Robustwealth 2015, New York City (United States), Acquired	Automated solutions for individuals and 401(k) accounts.	$7.49M	Leonis Capital, Walden Venture Capital & 1 others	43/100
4th	Frank 2019, Chicago (United States), Seed	Provider of AI-powered financial advice and planning with human advisor access	-	Higher Ground Labs, Slojo Investments & 2 others	33/100
5th	Rebalance IRA 2012, Palo Alto (United States), Unfunded	Automated investment for retirement savings	-	-	32/100
6th	Fingage 2008, San Francisco (United States), Unfunded	Robo advisors and investment management platform	-	-	25/100
7th	Vault 2015, Portland (United States), Acqui-Hired	Robo Advisor for retirement	-	-	24/100
8th	Annuities.ai 2018, Lake Mary (United States), Unfunded	Platform offering annuity with AI-powered recommendations	-	-	24/100
9th	LDIntelligence 2012, Scottsdale (United States), Seed	Platform offering solutions for retirement planning	$1.98M	-	23/100
10th	FigTree Advisors 2017, Santa Clara (United States), Unfunded	Provider of personalized retirement planning and investment management services	-	-	17/100