IRA Financial
Curated by SignalFinancial planning solutions enabling diverse investments in retirement accounts.
Overview
IRA Financial focuses on offering solutions for self-directed IRAs and Solo 401(k) plans to financial planners and advisors. The company enables clients to invest retirement funds in a variety of assets, including real estate and new businesses. The platform includes tools such as predictive analytics, robo-advisory services, and customizable financial planning software, which are intended to assist in client management and investment strategy development. The target audience includes self-employed individuals and those interested in funding businesses, with the aim of addressing the limitations of traditional retirement accounts by providing access to alternative investments. Services offered include secure client portals, compliance management systems, and integrated APIs, which are designed to facilitate efficient data exchange and ensure compliance with regulatory requirements.
Key facts
- Founded
- 2010
- Headquarters
- Miami, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
8 rolesTax Accounting Intern
Sioux Falls, SD · On-site · Volunteer
Billing & Collections Specialist
Sioux Falls, SD · On-site · Volunteer
Investment Specialist
Sioux Falls, SD · On-site · Volunteer
