iraLogix key facts
as of Oct 2026- Developer of an IRA technology platform designed to bring innovation, advanced technology, and deep industry experience to growing businesses.
- iraLogix is valued at approximately $159.0M as of Oct 2026, set at its later-stage round, Mar 2025; nothing has traded since, per PrivateMarketView’s mark.
- 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).
Valued at $159.0M at its later-stage round, Mar 2025. Nothing has traded since.
- ·The complete investor list: 16 names
- ·Everyone on the team, board and advisors included
- ·Watch iraLogix: the Monday email on marks, rounds and moves
iraLogix funding rounds
4 roundsiraLogix leadership
- Charlie GautreauxChief Technology Officer
- Jack AdamsDirector of Finance
- Keith HaasChief Financial Officer
- Lowell SmithCo-Founder & Chief Compliance Officer
Who backs iraLogix
16+iraLogix valuation
iraLogix was valued at $159 million at its later-stage round in Mar 2025. That is the last priced event on record: no secondary trade or institutional fund mark has moved the figure since.
How much has iraLogix raised?
iraLogix has raised $89.8 million in total; 4 of its rounds are on record, from 2018 on. The largest on record was a $5 million seed round in May 2021; the most recent was a $14.2 million early-stage round in May 2022.
iraLogix has filed 4 Form Ds with the SEC since 2018, most recently in May 2022 ($14.2 million sold to 50 investors).
iraLogix investors
16 investors are on record for iraLogix, including Innovation Works, Bacchus Venture Capital, Trog Hawley Capital and Audrey's Kitchen. The early-stage round in May 2022 drew 50 investors.
Who runs iraLogix
12 people are listed on the iraLogix team: 8 executives, 3 board members and 1 advisor or observer, including Lowell Smith (Co-Founder) and Peter Littlejohn (Co-Founder). 12 of them have a verified direct contact on file.
About 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)
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