IRA Financial Group provides self-directed retirement solutions allowing individuals to invest in various assets through IRAs and 401(k) plans. The company is self-described as offering flexible investment options and has a focus on alternative asset classes.

IRA Financial Group

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Payroll Manager/Accounting Assistant

Jami Scoggins

ROBS Manager

Jennifer Dann

Information Technology Manager

Steven Riedel

Entities & Compliance Department Supervisor

Tamara Perez

President

Adam Bergman

Human Resources

Enrique Estrada

Business Management

Fred Horner

Operations

Hilary Benjumea

Marketing and Product

Isabella Nuccio

Legal

Jacky Jacky Ospina

Steve LaVista

Chief Technology Officer

Southern US Companies With Less Than $1B in Revenue (Top 10K)

FinTech Companies With More Than $10M in Revenue

FinTech Companies With Less Than $50M in Revenue (Top 10K)

Southern US Companies With Less Than $50M in Revenue (Top 10K)

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms in the world. His mission was to establish a company that would help retirement account holders take advantage of the freedom that comes with self-directed plans.  Now, our clients can easily establish the self-directed solution that works for their needs with the IRA Financial app, and get dedicated support for their structures.

Our clients have the ability to invest in almost any type of investment tax free. We have helped thousands of clients invest in domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, and much more.  They also have direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant. We offer a full IRS audit guarantee and stand by the legality of our structures.

IRA Financial will strive to be the best self-directed retirement and pension administrator in the country. Using technology innovation, we will change the way people invest and save for retirement. We will build into each retirement plan a level of quality, efficiency, and value that will earn the respect and loyalty of our customers.

Venture Round - IRA Financial Group

Miami Beach

Florida

United States

North America

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India

Asia

United Arab Emirates

IRA Financial Group owns Pension Investors of Hollywood

IRA Financial Group owns Pension Investors Corporation

IRA Financial Group owns IRA Financial Trust Company

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COM:IRAFINANCIALGROUP

IRA Financial Group