IRALOGIX
Pittsburgh, US · Delaware corporation · 5 known investors
IRALOGIX provides a white-labeled, purpose-built IRA platform that lets financial institutions manage individual retirement accounts at any balance, including low-balance accounts. It targets banks, asset managers, and other financial institutions seeking to offer scalable IRA products to a broader range of investors.
Founders & leadership
PL
Peter LittlejohninFounder
TG
THOMAS G. ANDERSONNamed on SEC filing
AA
ANNE ARCHIBALDNamed on SEC filing
DB
DAVID BERNARDNamed on SEC filing
Board
RW
MB
Investors · 5
Reported raises · per SEC filings
Form D private placements$26.3M disclosed across 4 rounds · 2018–2022
▶$14.2MraisedMay 2022 · 50 investors · Other TechnologyRule 506(b)
▶$14.2MraisedMay 2022 · 50 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Michael DowdleDirector
- Peter DeSilvaDirector
- James SmithDirector
- David BernardExecutive Officer, Director
- Joseph HipskyExecutive Officer
- Offering amount
- $15M
- Amount sold
- $14.2M
- First sale
- May 2022
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$5MraisedJun 2021 · 18 investors · Other TechnologyRule 506(b)
▶$5MraisedJun 2021 · 18 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- THOMAS G. ANDERSONDirector
- ANNE ARCHIBALDExecutive Officer
- RYAN WEBERDirector
- DAVID BERNARDExecutive Officer, Director
- MICHAEL B. DOWDLEDirector
- Offering amount
- $5M
- Amount sold
- $5M
- First sale
- May 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$4.2MraisedApr 2020 · 13 investors · Other TechnologyRule 506(b)
▶$4.2MraisedApr 2020 · 13 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- DAVID BERNARDExecutive Officer, Director
- THOMAS G. ANDERSONDirector
- RYAN WEBERDirector
- JAMES M. HALUSZCZAKDirector
- ANNE ARCHIBALDExecutive Officer
- Offering amount
- $7.9M
- Amount sold
- $4.2M
- First sale
- Mar 2020
- Incorporated
- Corporation, Delaware, 2015
- Federal exemptions
- 06b
▶$2.9MraisedJul 2018 · 23 investors · Other TechnologyRule 506(b)
▶$2.9MraisedJul 2018 · 23 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- JOHN ARANOWICZDirector
- PAMELA S. O'ROURKEDirector
- ANNE ARCHIBALDExecutive Officer
- DAVID BERNARDExecutive Officer, Director
- THOMAS G. ANDERSONDirector
- Offering amount
- $5.1M
- Amount sold
- $2.9M
- First sale
- Jul 2018
- Incorporated
- Corporation, Delaware, 2015
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 3
by search overlapInteractive Strength Acquires Ergatta74 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
IRA Financial62 shared keywordsIRA 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.
Vanguard40 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
Companies competing with IRALOGIX for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does IRALOGIX do?
- IRALOGIX provides a white-labeled, purpose-built IRA platform that lets financial institutions manage individual retirement accounts at any balance, including low-balance accounts. It targets banks, asset managers, and other financial institutions seeking to offer scalable IRA products to a broader range of investors.
- Who founded IRALOGIX?
- IRALOGIX was founded by Peter Littlejohn.
- Who are IRALOGIX's investors?
- IRALOGIX's investors include Beresford Ventures, Circadian Ventures, CreativeCo, Great North Ventures, Riverfront Ventures, LLC.
- How much funding has IRALOGIX raised?
- IRALOGIX has disclosed $26.3M raised across 4 rounds.
- Where is IRALOGIX headquartered?
- IRALOGIX is headquartered in Pittsburgh, US.