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.
Location: United States, Pennsylvania, Pittsburgh
Employees: 51-200
Total raised: $45.5M
Founded date: 2016
Investors 6
| Date | Name | Website |
| - | Innovation... | innovation... |
| - | Great Nort... | greatnorth... |
| - | CreativeCo... | creative.c... |
| - | Audrey's K... | audreyskit... |
| - | Circadian ... | circadian.... |
| - | Riverfront... | riverfront... |
Funding Rounds 4
| Date | Series | Amount | Investors |
| 04.08.2022 | Series C | $22M | - |
| 08.06.2021 | Series B | $11M | - |
| 11.12.2020 | Series B | $7.5M | - |
| 24.10.2018 | Series A | $5M | - |
Mentions in press and media 15
| Date | Title | Description |
| 26.04.2023 | Preparing For The Secure Act 2.0: Imminent IRA Changes | Lowell M. Smith, Jr., Co-Founder and Chief Compliance Officer at IRALOGIX, Inc. Lowell is a leader in IRA products and innovation. |
| 04.08.2022 | iraLogix closes $22M + Branch expands with Uber | Welcome back to the Great North Ventures newsletter! We have first product shipped, a large funding, as well as our monthly roundup of portfolio company updates and jobs. |
| 01.08.2022 | iraLogix closes $22M Series C | iraLogix is a technology company offering fully paperless, white label, IRA record keeping and technology solutions. iraLogix is a Great North Ventures Fund I portfolio company. |
| 15.07.2022 | Iralogix Adds $22M to Series C Funding | Iralogix, a Pittsburh, PA-based provider of technology-enabled, IRA record keeping and technology solutions, raised $22M in Series C funding. The round was led by Matt Vettel and Nick Cayer, with participation from Hybrid Capital, Roan Capi... |
| 13.07.2022 | IRALOGIX Raises $22M Series C Round | PITTSBURGH, PA, IRALOGIX announced today that it raised $22 million of new funding. >> Click here for more funding data on IRALOGIX >> To export IRALOGIX funding data to PDF and Excel, click here The funding will enable I... |
| 13.07.2022 | iraLogix raised a $22M Series C with big hiring plans | Is fintech having a moment in Pittsburgh? iraLogix has raised a $22 million Series C, the North Side-based fintech company said Wednesday. The announcement follows a May SEC filing that showed an equity raise worth more than $14 million. Co... |
| 03.11.2021 | vWise partners with IRALOGIX to enable rapid deployment of IRA solutions | “IRALOGIX best-in-class IRA solutions, combined with our ability at vWise to optimize participant outcomes through personalization, will forward both companies’ mission to bring better retirement options and outcomes to the American worker.... |
| 14.07.2021 | VC numbers for Q2 show big growth in national dealmaking, but Pittsburgh struggles to keep up | Editor’s note: This quarter’s figures may vary slightly, as some deals aren’t accounted for until weeks after quarterly VC reports are published.Venture capital investments have surged across the country this year so far as states and citie... |
| 11.12.2020 | Iralogix Closes $7.5M Series B Financing | Iralogix, a Pittsburgh, PA-based cloud-native technology platform providing white label IRA product capability to financial services firms, completed a $7.5m Series B financing. The round was led by Great North Labs, with participation from... |
| 11.12.2020 | Iralogix Closes $7.5M Series B Financing | Iralogix, a Pittsburgh, PA-based cloud-native technology platform providing white label IRA product capability to financial services firms, completed a $7.5m Series B financing. The round was led by Great North Labs, with participation from... |
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