872. IRALOGIX
Technology and recordkeeping platform IRALOGIX works with clients to serve all market segments regardless of account size or type. The firm, founded in 2015 and headquartered in Pittsburgh, offers fully digital, customizable IRA recordkeeping solutions.
2024 is the first year IRALOGIX has been named to Inc.’s 5,000 list, with an anticipated three-year growth rate of 574%.
“Today we were honored to be named one of Inc. 5000’s fastest growing private companies in America. Our ranking is a strong reflection of tremendous growth fueled by a forward-thinking culture,” wrote the company on its LinkedIn page.
The ranking comes several months after the firm announced its partnership with economist Shlomo Benartzi’s PensionPlus platform, in an effort to bring retirement income planning to participants.
722. Secure Investment Management
With a potential growth rate of 664% over the next three years, the holistic financial planning firm focuses on conservative planning for retirees and pre-retirees needing retirement income in the long-term.
According to the firm, Secure Investment Management manages “as much risk as possible through globally diversified asset classes that recognize the world of opportunity in equity and fixed income markets.”
“We aim to help you achieve your financial goals with minimal risk and volatility, and we strive for your experience with us to be enjoyable, comfortable and profitable,” the firm adds on its site. “It’s our calling to thoroughly educate you about your options and to help you choose what’s best for you.”
669. Big Money Retirement Solutions
As a fiduciary firm in Greenville, South Carolina, Big Money Retirement Solutions provides personalized financial planning services designed to help manage and safeguard wealth.
The firm, founded by Johnathan Burgess in 2020, focuses on the value of independent financial advice, with target clients being retirees and pre-retirees ages 55 to 75.
This is Big Money’s first appearance in Inc.’s 5000 list, with an expected three-year growth rate of 701%.