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IRALOGIX

IRALOGIX

Private
Pittsburgh, PennsylvaniaFinTechhttps://iralogix.com

Last Round

Series C

Jul 13, 2022

Total Funding Raised

$48.88M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

IRALOGIX is a financial technology company that provides a cloud-native, white-label SaaS platform for IRA recordkeeping and administration.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Compliance & Risk, Vertical SaaS

Business Model

B2B2C

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

individual retirement accountIRAretirement account administrationwhite-label fintechIRA recordkeepingretirement techwealth management softwareautomated investment managementB2B2C fintechIRA automationRIA softwarecustodial servicesSaaS retirement platformembedded finance

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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IRALOGIX Comparables

Compare IRALOGIX with similar companies based on industry and business-model similarity.

IRALOGIX comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Vestwell
77%
Broadridge Financial Solutions
76%
Ascensus
72%

IRALOGIX Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series CJul 13, 2022
Series B ExtensionJun 7, 2021
Series BDec 10, 2020
M&AJan 22, 2019
Series AOct 19, 2018
Convertible Debt
Jul 10, 2018

Key People

Founding team and executive leadership

Peter Littlejohn

Co-Founder And Chief Revenue Officer

Founding Team

Charlie Gautreaux

Chief Product Officer

Executive Team

IRALOGIX Investors

Notable investors and investment history

IRALOGIX investors
InvestorRounds
University Growth FundSeries C
Integrated Retirement InitiativesSeed, Series A
CreativeCoSeries B Extension
Riverfront VenturesSeed, Series B, Series A, Series C
Great North LabsSeries C, Series B
Circadian VenturesSeries B, Series C
Trog Hawley CapitalSeries B, Series C

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 24, 2026

    Monthly visitors grew 195% MoM, reaching 11.5K.

  • Jul 12, 2026

    Achieved SOC 2 Type II compliance certification.

Recent news

Latest coverage and updates

  • recognized_asSep 15, 2026

    Iralogix receives the Wealth and Retirement Integration award in the Retirement Plan Support and Advisor Services category at the 2026 Wealth Management Industry Awards, known as the Wealthies, in New York on Sep 10th '26.

  • receives_awardSep 14, 2026

    Iralogix receives the Wealth and Retirement Integration award within the Retirement Plan Support and Advisor Services category at the 2026 Wealth Management Industry Awards ceremony in New York on Sep 10th '26.

IRALOGIX Filings

Explore SEC and related filing metadata, where available.

IRALOGIX filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about IRALOGIX's valuation, stock price, and market status.

Is IRALOGIX a public or private company?

IRALOGIX is a private company.

What is the current stock price of IRALOGIX?

IRALOGIX is a private company, so its shares have no public market price. Caplight tracks IRALOGIX's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is IRALOGIX worth (valuation)?

Valuation information for IRALOGIX is not publicly available.

Can I buy IRALOGIX stock?

IRALOGIX shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was IRALOGIX's last funding round?

IRALOGIX's most recent funding round was Series C on July 13, 2022.

Who are the main investors in IRALOGIX?

Key investors in IRALOGIX include Integrated Retirement Initiatives, Great North Labs.

Will IRALOGIX IPO soon?

No public IPO plans have been announced for IRALOGIX.

How can I track IRALOGIX secondary market activity?

Caplight tracks bids, offers, and trades in IRALOGIX's shares on secondary markets.

Firmographic Details

HeadquartersPittsburgh, Pennsylvania
Employee Range90
Year Founded2015
Last FundingJul 13, 2022

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