
51 - 200 employees
💳 Fintech
🤝 B2B
Fintech • B2B • Wealth Management
IRALOGIX is a pioneering technology provider in the wealth management sector, offering a white-labeled cloud-native IRA solution that empowers financial institutions to enhance accessibility and profitability in retirement saving. Their mission is to eliminate barriers for investors, allowing for broader access to IRA products regardless of investment experience or account minimums. By leveraging proprietary Software as a Service (SaaS) technology, IRALOGIX enables clients to streamline their IRA offerings, optimize operations, and remain compliant with regulatory changes while focusing on scaling their wealth management businesses.
🔥 1 hour ago
Client Success Specialist supporting IRA administration, recordkeeping, and customer service for IRALOGIX, a retirement-services fintech. Guiding customers and advisors through transactions, compliance, and platform use.