IRALOGIX is a technology company focused on transforming the IRA (Individual Retirement Account) industry through its proprietary software platform. IRALOGIX provides institutions and their clients with a modern, open-architecture solution for managing IRA accounts, enabling access to institutionally priced IRAs regardless of account size.
Their platform is designed to streamline the administration and servicing of IRA accounts for financial institutions, wealth managers, and advisors. By offering open architecture, IRALOGIX allows organizations to integrate various investment options, custodians, and advice providers onto a single technology stack. This approach helps clients grow their business while delivering improved service and cost efficiency to end investors.
How was IRALOGIX started?
IRALOGIX was founded by a team of experienced executives from the finance and technology sectors. The leadership team includes Peter J. De Silva (Chairman, CEO), Keith Haas (CFO), Pete Littlejohn (President, CRO and co-founder), Joe Hipsky (CSO and co-founder), Lowell Smith (CCO and co-founder), Tom Albergo (COO), and Charlie Gautreaux (CTO). Their collective backgrounds in high-growth tech companies, finance, and retirement services have shaped IRALOGIX's mission to modernize IRA management through technology-driven solutions.
Who uses IRALOGIX?
IRALOGIX primarily serves financial institutions, wealth management firms, advisors, and other organizations that manage or offer IRA accounts to their clients. The platform is built to accommodate a wide range of account sizes, making it accessible to both large and small investors through institutional channels. This flexibility benefits organizations seeking efficient, scalable solutions for IRA administration and investment offerings.
What makes IRALOGIX different?
A key differentiator for IRALOGIX is its open-architecture platform, which allows institutions to customize investment lineups, custody solutions, and advice providers. This flexibility, combined with institutionally priced IRAs for all account sizes, helps democratize access to high-quality retirement solutions. The technology-driven approach streamlines operations, reduces costs, and can enhance the client experience for both institutions and account holders.
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