IRA Financial | Company Profile, Culture & Jobs

Company overview

IRA Financial is a leading public trust company specializing in self-directed retirement solutions. With nearly $4 billion in assets under management, we empower individuals to take control of their financial futures through innovative investment options. Headquartered in Sioux Falls, SD and regulated by the South Dakota Division of Banking, we are committed to providing exceptional service and unmatched expertise to help you invest, your way.

Founded in 2010

Sioux Falls, South Dakota, USA

76 employees (9 in marketing)

irafinancial.com

45% recommend to a friend

45% positive business outlook

People

Marketing leadership

John M.

Chief Marketing Officer

At the company for 2 years 1 month

Daryl Gullickson

Director of Marketing

At the company for 3 years 4 months

Tony Saia

CRM Marketing Manager

At the company for 1 year 11 months

Hiring activity

Open marketing jobs over time

17 open now

Headcount trend

Company growth over the last 12 months

Funding

Total funding

$2.3M

Last raise

$2.3M

Series Unknown, 6 years ago

Funding history

Dec 2019

Venture Round IRA Financial Group · $2.3M

Audience

Monthly website visitors

79K

Month over month+19.1%

Quarter over quarter+488.8%

Top sourceDirect (51.6%)

Ad budget per month$0.0

Average search rank45

Traffic source mix

Direct

51.6%

Search

35.3%

News

IRA FINANCIAL LLC on LinkedIn: IRA Financial's founder, Adam Bergman discussed the top FIVE reasons why…

May 4, 2024 • LinkedIn

IRA FINANCIAL LLC on LinkedIn: Back to Basics: What's a Custodian?

May 4, 2024 • LinkedIn

Vita Barrio on LinkedIn: RMD rules delayed for inherited IRAs...again?

Apr 27, 2024 • LinkedIn

Links

irafinancial.com

Crunchbase

X (Twitter)

Glassdoor

IRA Financial insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2010

Headquarters

Sioux Falls, South Dakota

Employees

51-200

35.1% growth last 12mo

Marketing team

9

12% of company

4 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Seed-stage · Growing 35.1% last 12 months · More mature · Last funding 3+ years ago

Trend

2022-12-26 -> 2025-11-17

Headcount (12 months)

+35.1%

Last funding round

72 months ago

Negative news (120 days)

0

Risk score1/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

79K

Month over month+19.1%

Quarter over quarter+488.8%

Top sourceDirect (51.6%)

Traffic source mix

Direct

51.6%

Search

35.3%

Competitors and search

Shows competitors and key search metrics in one view.

Main result

34 competitor sites

Search traffic: 154 organic clicks / 0 paid clicks

Organic competitors

0

Paid competitors

0

Keyword change

-19

Ad budget per month

$0.0

Average search rank

45

G2 quick view

Shows G2 rating and review trend.

Main result

0 / 5

0 reviews saved

Reviews month over month

—

Reviews quarter over quarter

—

Reviews year over year

—

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Total followers

907

Job openings

Shows open jobs, growth, and role changes.

Main result

1 open jobs

Open jobs trend: -0.7%

Trend

2024-09-01 -> 2025-11-01

Open jobs growth

-0.7%

Biggest role change

engineering: +2%

Latest open role

Entities & ROBS Manager

Marketing leader strength

Shows how strong marketing leadership looks at company level.

High

Marketing has a strong seat at the table. Typical leader time at company: 1.6 years.

Founder or CEO

Saved founder and CEO profiles.

Tyler Northrup

Chief Executive Officer

Marketing team size

Shows saved marketing team size.

9

12% of the company • 4 saved marketing people

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 9.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings

Overall rating

2.9 / 5

Work-life balance

2.2 / 5

Culture

2.2 / 5

Diversity & inclusion

1.4 / 5

Recommend to a friend

45%

Positive business outlook

45%

Funding

Shows saved funding data.

Total funding

$2.3M

Last raise

Series Unknown

6 years ago

Funding details

Amount raised

$2.3M

Last round

Series Unknown

Last fundraise

6 years ago

News

Shows saved company news.

IRA FINANCIAL LLC on LinkedIn: IRA Financial's founder, Adam Bergman discussed the top FIVE reasons why…

May 4, 2024 • LinkedIn

IRA FINANCIAL LLC on LinkedIn: Back to Basics: What's a Custodian?

May 4, 2024 • LinkedIn

Vita Barrio on LinkedIn: RMD rules delayed for inherited IRAs...again?

Apr 27, 2024 • LinkedIn

Marketing leadership

Shows saved marketing leaders.

John M.

Chief Marketing Officer

Daryl Gullickson

Director of Marketing

CMO profiles

Shows saved CMO-level marketing leaders.

John M.

Chief Marketing Officer

Daryl Gullickson

Director of Marketing

Loading insights...

Headcount +35.1% year over year

Social

7.2%

Referral

4.7%

Paid referral

1.3%

LinkedIn followers

Follower count and growth

Total followers

907

12-mo growth

+76.5%

Monthly growth

+4.9%

Salaries

Help build salary transparency at IRA Financial

Share your compensation anonymously to see full data.

Contribute

IRA Financial insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2010

Headquarters

Sioux Falls, South Dakota

Employees

51-200

35.1% growth last 12mo

Marketing team

9

12% of company

4 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Seed-stage · Growing 35.1% last 12 months · More mature · Last funding 3+ years ago

Trend

2022-12-26 -> 2025-11-17

Headcount (12 months)

+35.1%

Last funding round

72 months ago

Negative news (120 days)

0

Risk score1/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

79K

Month over month+19.1%

Quarter over quarter+488.8%

Top sourceDirect (51.6%)

Traffic source mix

Direct

51.6%

Search

35.3%

Competitors and search

Shows competitors and key search metrics in one view.

Main result

34 competitor sites

Search traffic: 154 organic clicks / 0 paid clicks

Organic competitors

0

Paid competitors

0

Keyword change

-19

Ad budget per month

$0.0

Average search rank

45

G2 quick view

Shows G2 rating and review trend.

Main result

0 / 5

0 reviews saved

Reviews month over month

—

Reviews quarter over quarter

—

Reviews year over year

—

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Total followers

907

Job openings

Shows open jobs, growth, and role changes.

Main result

1 open jobs

Open jobs trend: -0.7%

Trend

2024-09-01 -> 2025-11-01

Open jobs growth

-0.7%

Biggest role change

engineering: +2%

Latest open role

Entities & ROBS Manager

Marketing leader strength

Shows how strong marketing leadership looks at company level.

High

Marketing has a strong seat at the table. Typical leader time at company: 1.6 years.

Founder or CEO

Saved founder and CEO profiles.

Tyler Northrup

Chief Executive Officer

Marketing team size

Shows saved marketing team size.

9

12% of the company • 4 saved marketing people

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 9.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings

Overall rating

2.9 / 5

Work-life balance

2.2 / 5

Culture

2.2 / 5

Diversity & inclusion

1.4 / 5

Recommend to a friend

45%

Positive business outlook

45%

Funding

Shows saved funding data.

Total funding

$2.3M

Last raise

Series Unknown

6 years ago

Funding details

Amount raised

$2.3M

Last round

Series Unknown

Last fundraise

6 years ago

News

Shows saved company news.

IRA FINANCIAL LLC on LinkedIn: IRA Financial's founder, Adam Bergman discussed the top FIVE reasons why…

May 4, 2024 • LinkedIn

IRA FINANCIAL LLC on LinkedIn: Back to Basics: What's a Custodian?

May 4, 2024 • LinkedIn

Vita Barrio on LinkedIn: RMD rules delayed for inherited IRAs...again?

Apr 27, 2024 • LinkedIn

Marketing leadership

Shows saved marketing leaders.

John M.

Chief Marketing Officer

Daryl Gullickson

Director of Marketing

CMO profiles

Shows saved CMO-level marketing leaders.

John M.

Chief Marketing Officer

Daryl Gullickson

Director of Marketing

Social

7.2%

Referral

4.7%

Paid referral

1.3%

12-mo growth

IRA Financial

Sioux Falls, SD (Remote)

In-houseFull-timeMid level5+ years exp.

3 months ago

View all 17 jobs