IRA Financial Tech Stack

Self-directed retirement account custodian serving alternative investors

Financial Services Sioux Falls, South Dakota 51–200 employees Founded 2010 Privately Held

IRA Financial is a South Dakota-chartered public trust company managing nearly $4 billion in self-directed retirement assets. The tech stack is heavily weighted toward marketing automation and digital performance—Google Analytics, SEMrush, Ahrefs, Salesforce, NetSuite—paired with a hiring surge in marketing (6 roles) and finance (5 roles), signaling aggressive customer acquisition and operational scaling. Active projects span paid media testing, attribution modeling, and search authority building, while pain points cluster around acquisition efficiency, billing process friction, and regulatory compliance—typical for a custody business operating at volume.

Tech Stack 22 technologies

Core StackGoogle Ads Meta Ads LinkedIn Ads Salesforce Adobe Photoshop Adobe Illustrator Adobe InDesign Adobe Creative Cloud Figma NetSuite Google Search Console Google Analytics 4 Ahrefs SEMrush Screaming Frog Bing YouTube Ads HTML CSS Microsoft Office Bing Ads Ramp

What IRA Financial Is Building

◆Challenges

Acquisition efficiency
Compliance with ira regulations
Increasing qualified client acquisition
Strengthening authority across search engines
Scaling paid acquisition campaigns
Timely funding of ira accounts
Billing discrepancies
Billing process inefficiencies
Process improvements in billing
Debt resolution for overdue accounts

▲Active Projects

Paid media strategy and execution
Structured testing roadmap
Blog and evergreen content roadmap
Attribution and reporting dashboards
Link-building and digital pr opportunities
Content audits and refreshes
Attribution and performance dashboards
Aeo/aio strategy
Annual budgeting process
Internal control framework design

Hiring Activity

Accelerating10 roles · 7 in 30d

Department

Marketing

Finance

Support

Seniority

Lead

Mid

Senior

Junior

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About IRA Financial

IRA Financial is a publicly regulated trust company headquartered in Sioux Falls, South Dakota, and specializes in custodying self-directed retirement accounts—including solo 401(k)s, ROBS solutions, and alternative asset IRAs. The company manages approximately $4 billion in assets under administration across a client base that values control over their retirement investment choices. Operations span account administration, regulatory compliance, digital marketing, and finance functions across a team of 51–200 employees, all based in the United States.

HeadquartersSioux Falls, South Dakota

Company Size51–200 employees

Founded2010

Hiring MarketsUnited States

Frequently Asked Questions

What is IRA Financial's primary business?

IRA Financial is a South Dakota public trust company that custodies self-directed retirement accounts, including solo 401(k)s and alternative-asset IRAs, managing approximately $4 billion in assets under administration.

What tech stack does IRA Financial use?

Primary tools include Salesforce, NetSuite, Google Analytics 4, SEMrush, Ahrefs, Adobe Creative Suite, Figma, and Google/Meta/LinkedIn Ads—focused on marketing, sales operations, and performance measurement.