LDIntelligence: Funding, Investors & Team (Oct 2026)
LDIntelligence is a financial services company that focuses on providing specialized solutions for the retirement plan sector. Their unique tool offers a creative approach to enrolling in retirement plans and managing accounts based on specific goals, ensuring a more effective and personalized experience for financial advisors and recordkeepers. By doing so, LDIntelligence helps millions of savers achieve better outcomes and improve their chances of a successful retirement.
LDIntelligence has raised $2.0M across 1 funding round on record, the most recent an undisclosed round of $2.0M announced in Jan 2024.
That round is below the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
LDIntelligence Company Profile and Key Stats
Latest funding round on record: Jan 2024.
LDIntelligence Funding Rounds
LDIntelligence Founders and Leadership Team
Contact details for the LDIntelligence team: 1 of 1 has an email address on file.
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LDIntelligence's latest round of $2.0M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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LDIntelligence Funding FAQs
What does LDIntelligence do?
LDIntelligence is a financial services company that focuses on providing specialized solutions for the retirement plan sector. Their unique tool offers a creative approach to enrolling in retirement plans and managing accounts based on specific goals, ensuring a more effective and personalized experience for financial advisors and recordkeepers. By doing so, LDIntelligence helps millions of savers achieve better outcomes and improve their chances of a successful retirement.
How much funding has LDIntelligence raised?
LDIntelligence has raised $2.0M across 1 round on record. The most recent is an undisclosed round of $2.0M announced in Jan 2024.
When did LDIntelligence last raise funding?
LDIntelligence's most recent funding round on record is an undisclosed round of $2.0M, announced in Jan 2024.
Who founded LDIntelligence?
FundedIQ lists James A Pupillo (Founder) at LDIntelligence.
Where is LDIntelligence headquartered?
LDIntelligence is based in Scottsdale, Arizona, United States.
How many employees does LDIntelligence have?
LDIntelligence is in the 11-50 employee band.
How does LDIntelligence's funding compare to other Financial Services startups?
LDIntelligence's latest round of $2.0M is below the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's LDIntelligence Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for LDIntelligence is left off this page rather than filled in.
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