LDINTELLIGENCE

ldintelligence-logo

LDIntelligence is a financial services firm specializing in delivering solutions to the retirement plan industry. The company's tool presents an innovative plan enrollment and a goal-based managed account program that aligns with each saver's unique situation and provides a better engagement process for financial advisors and recordkeepers of retirement plans, enabling retirement success to millions of savers and get on the path of better retirement outcomes.

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LDINTELLIGENCE

Social Links:

Industry:
Financial Services

Founded:
2017-01-01

Address:
Scottsdale, Arizona, United States

Country:
United States

Website Url:
http://www.ldintelligence.com

Total Employee:
11+

Status:
Active

Contact:
(480) 300-4900

Email Addresses:
[email protected]

Total Funding:
1000 K USD

Technology used in webpage:
Euro Microsoft Exchange Online Office 365 Mail


Current Employees Featured

james-a-pupillo_image

James A. Pupillo
James A. Pupillo Founder @ LDIntelligence
Founder

Founder


james-a-pupillo_image

James A. Pupillo

Official Site Inspections

http://www.ldintelligence.com

  • Host name: 141.193.213.21
  • IP address: 141.193.213.21
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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More informations about "LDIntelligence"

LDIntelligence - Crunchbase Company Profile & Funding

LDIntelligence is a financial services firm specializing in delivering solutions to the retirement plan industry. The company's tool presents an innovative plan enrollment and a goal-based โ€ฆSee details»

LDIntelligence - LinkedIn

Specialties Retirement & Benefit Plans, Financial Services Technology, Managed Accounts, 401(k) Enrollment, Retirement Plan Engagement, and Advisor AnalyticsSee details»

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LDIntelligence is a Financial Services, Financial Software, and Investment Banking company located in Scottsdale, Arizona with $7.40 Million in revenue and 5 employees. Find top โ€ฆSee details»

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Oct 31, 2023 LDIntelligence ranks 2nd among 5 active competitors. 2 of its competitors are funded Overall, LDIntelligence and its competitors have raised over $15.1M in funding across โ€ฆSee details»

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How much funding has this organization raised over time? Show . Announced Date . Transaction Name . Number of Investors . Money Raised . Lead Investors . Jan 16, 2024: Venture Round - โ€ฆSee details»

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MAPโ€™s ownership includes the following Members: LDIntelligence, LL , Fiduciary enchmarks, Inc, James Olson, iJoin Solutions, LL . LDIntelligence is a Manager managed LL . The following โ€ฆSee details»

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LDIntelligence employs 5 employees. The LDIntelligence management team includes Aaron Brasfield (Director of Operations and Chief Compliance Officer). Get Contact Info for All โ€ฆSee details»

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LDIntelligence provides financila services. Use the CB Insights Platform to explore LDIntelligence's full profile. LDIntelligence - Products, Competitors, Financials, Employees, โ€ฆSee details»

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See LDIntelligence funding rounds, investors, investments, exits and more. Evaluate their financials based on LDIntelligence's post-money valuation and revenue. LDIntelligence Stock โ€ฆSee details»

LDIntelligence - Crunchbase

LDIntelligence is a financial services firm specializing in delivering solutions to the retirement plan industry.See details»

LDIntelligence | Awesome FinTech

LDIntelligence provides iJoin, a better engagement process for financial advisors and recordkeepers of retirement plants. iJoin makes it easy to help people make good choices โ€ฆSee details»

Steve McCoy - iJoin

Prior to joining LDIntelligence, Steve was CEO of 3D Asset Management, an independent RIA providing ETF model portfolios, technology and practice-management solutions to fee-based โ€ฆSee details»

iJoin MAP - iJoin

IJoin analysis of each participantโ€™s retirement funding need maps to a recommended target-return portfolio. We support an LDIndex lineup of target return products as well as independently โ€ฆSee details»

James A. Pupillo - Founder @ LDIntelligence - Crunchbase

Jim has been involved in the Investment Management Consulting Advisory business since 1987. Jim is the Founder and Managing Director of Intelligence Driven Advisers (IDAdvisers), and โ€ฆSee details»

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2 days ago With Abdallah Nauphal, CEO of the liability-driven investing giant Insight Investment, retiring in the first half of 2025, the BNY-owned firm has named Raman Srivastava CEO โ€ฆSee details»