Technology-driven Solutions IRALOGIX is redefining the IRA industry with unique, technology-driven solutions, offering open architecture for investment options and custody providers. This innovative approach presents a compelling sales proposition to clients seeking advanced technology solutions for managing IRA accounts.
Strategic Partnerships IRALOGIX's partnerships with industry leaders like PensionPlus and Shlomo Benartzi signify a commitment to enhancing retirement solutions. Leveraging these partnerships can open avenues for collaborative sales opportunities with institutions looking to offer personalized retirement spending solutions.
Executive Leadership Recent appointments of Keith Haas as CFO, Peter de Silva as CEO, Jennifer Plese as director of marketing, and Charles Gautreaux as CTO demonstrate a strong leadership team at IRALOGIX. Engaging with these key personnel could help in exploring sales strategies aligned with the company's vision and market positioning.
Industry Collaborations Partnerships with Morningstar Retirement and Envestnet showcase IRALOGIX's collaborative efforts in introducing managed IRA services. This indicates potential sales opportunities in collaborating with asset management firms to streamline administrative costs and enhance retirement offerings.
Financial Strength and Market Positioning With a revenue range of $10M - $50M and funding of $22M, IRALOGIX exhibits financial stability and growth potential. Positioning the company's cutting-edge technology, strategic partnerships, and experienced leadership in sales pitches can attract clients seeking reliable and innovative IRA solutions.
$50M$100M
$50M$100M
$10M$50M
$100M$1B
$100M$1B
$10M$50M
$100M$1B
$50M$100M
$100M$1B
$100M$1BIRALOGIX uses 8 technology products and services including Atlassian, Spring Boot, Camunda, and more. Explore IRALOGIX's tech stack below.
| IRALOGIX Email Formats | Percentage |
| FLast@iralogix.com | 48% |
| Last@iralogix.com | 3% |
| First.Last@iralogix.com | 1% |
| FLast@iralogix.com | 48% |
Software DevelopmentPennsylvania, United States51-200 Employees
IRALOGIX is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts. Our groundbreaking proprietary technology platform offers open architecture for investment options, custody and advice providers, allowing access to institutionally priced IRAs for everyone, regardless of account size.
Company Overview
Funding & FinancialsIRALOGIX has raised a total of $22M of funding over 6 rounds. Their latest funding round was raised on Jul 13, 2022 in the amount of $22M.
IRALOGIX's revenue is in the range of $10M$50M
Funding & FinancialsIRALOGIX has raised a total of $22M of funding over 6 rounds. Their latest funding round was raised on Jul 13, 2022 in the amount of $22M.
IRALOGIX's revenue is in the range of $10M$50M
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