IRALOGIX
PrivateLast Round
Series C
Jul 13, 2022
Total Funding Raised
$48.88M
Momentum Score
25 /100
Company Overview
IRALOGIX is a financial technology company that provides a cloud-native, white-label Software as a Service (SaaS) platform for Individual Retirement Account (IRA) recordkeeping and administration. The company's B2B solution enables financial institutions—such as banks, wealth management firms, and recordkeepers—to offer and manage customized IRA programs for their clients. The platform is designed to be fully paperless and handle all segments of the IRA market, regardless of account size, by providing access to institutionally priced investments. IRALOGIX's technology offloads administrative, compliance, and cost burdens from its institutional partners, allowing them to retain client relationships and assets under management while expanding their service offerings. Founded in 2015, the company is headquartered in Pittsburgh, Pennsylvania.
Sector
FinTech
Verticals
Wealth Management, RegTech, Vertical SaaS, HR
Business Model
B2B2C
Customer Profile
Usage-Based SaaS, Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
IRALOGIX Comps
Public and private peers based on sector, stage, and business model.
IRALOGIX Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Jul 13, 2022 | ||||
| Series B Extension | Jun 7, 2021 | ||||
| Series B | Dec 10, 2020 | ||||
| Series A | Oct 19, 2018 | ||||
| Convertible Debt | Jul 10, 2018 | ||||
Seed | Apr 19, 2016 |
Key People
Founding team and executive leadership
IRALOGIX Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| University Growth Fund | Series C |
| Integrated Retirement Initiatives | Seed, Series A |
| Riverfront Ventures | Seed, Series B, Series A, Series C |
| Great North Labs | Series C, Series B |
| Circadian Ventures | Series B, Series C |
| Trog Hawley Capital | Series B, Series C |
| Roan Capital Partners | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 24, 2026
Partnering with Capitalize to integrate Embedded Rollover API.
- Apr 3, 2026
Signed Radish Plan Inc. for IRA services.
IRALOGIX Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about IRALOGIX's valuation, stock price, and market status.
