IRA Financial
1 known investors
Find your way into IRA Financial
158 people in our graph share verified history with the IRA Financial team — schools, employers, funds. One of them is your warm intro.
Mattias Ljungmanunlockedknows Adam Bergman · together at McGill University (overlapped)
×7knows the team · via McGill University
×3knows the team · via White & Case LLP
knows the team · via Syracuse University College of Law
IRA Financial is a self-directed retirement account provider that lets individual investors hold alternative assets (real estate, private equity, crypto, precious metals) alongside stocks and ETFs in one IRA or Solo 401(k). It also offers in-house compliance and tax services, flat-fee custody, and customizable account structures such as LLC and Trust IRAs for US-based investors.
Founders & leadership
AB
Adam BergmaninAdam Bergman is a tax and ERISA attorney who has authored nine books on self-directed retirement strategy. He founded IRA Financial, which provides self-directed retirement accounts enabling individual investors to hold alternative assets alongside traditional investments.
Investors · 1
In the news
IRA Financial’s new CEO wants to rethink what retirement money can do - Refresh Miamirefreshmiami.com · Aug 2026Frequently asked questions
- What does IRA Financial do?
- IRA Financial is a self-directed retirement account provider that lets individual investors hold alternative assets (real estate, private equity, crypto, precious metals) alongside stocks and ETFs in one IRA or Solo 401(k). It also offers in-house compliance and tax services, flat-fee custody, and customizable account structures such as LLC and Trust IRAs for US-based investors.
- Who founded IRA Financial?
- IRA Financial was founded by Adam Bergman.
- Who are IRA Financial's investors?
- IRA Financial's investors include Lakewest Venture Partners.