iraLogix, Inc., a Pittsburgh, PA-based IRA recordkeeping and trading technology platform provider, completed a $5m Series A financing.
The round was led by Integrated Retirement Initiatives with participation from Riverfront Ventures and other strategic investors.
The company intends to use the funds to expand its ability to provide advanced IRA technology solutions to a growing list of institutional IRA provider clients.
Led by David Bernard, CEO, iraLogix is a cloud-native technology platform providing paperless, white label IRA product capability to financial services firms interested in IRA business. The company provides a wide range of institutionally-priced investment choices and access to professional advice, education and other financial services, all with no account minimums.