Key facts
- iraLogix’s last known valuation is $159.0M (Mar 2025).
- It has raised $89.8M across 4 recorded rounds; the latest was Early Stage VC ($14.2M) in May 2022.
- Notable investors include Innovation Works, Bacchus Venture Capital, Trog Hawley Capital, Audrey's Kitchen, Roanoke Capital Management — 16 tracked in total.
- iraLogix has filed 4 Form Ds with the SEC since 2018, most recently May 2022 ($14.2M sold to 50 investors).
- Status: Privately Held (backing).
Leadership
- Charlie GautreauxChief Technology Officer
- Jack AdamsDirector of Finance
- Keith HaasChief Financial Officer
- Lowell SmithCo-Founder & Chief Compliance Officer
- ·Post-money valuations for all 4 rounds
- ·The complete investor list — 16 names
- ·Watchlist + deal alerts for iraLogix
Funding rounds
4 roundsAbout iraLogix
Developer of an IRA technology platform designed to bring innovation, advanced technology, and deep industry experience to growing businesses. The company's paperless and end-to-end white-label platform provides a wide range of institutionally priced investment choices and access to professional advice, education, and other financial services, enabling financial organizations to accelerate growth and market share while reducing internal administration and servicing costs associated with accounts of all sizes.
- Sector
- Information Technology
- HQ
- Pittsburgh, PA, United States
- Founded
- 2015
- Employees
- 110
- Website
- iralogix.com/
- Ownership
- Privately Held (backing)
iraLogix doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in iraLogix shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on iraLogix in its N-PORT filings yet. We sweep new filings monthly.