LDIntelligence
LDIntelligence is a private, Scottsdale-based financial services firm founded in 2017 that delivers specialized solutions to the U.S. retirement plan industry through its ldiadvisers.com brand, operating with a small team of 11-50 employees.
- Company typePrivate
- Founded2017
- HeadquartersScottsdale, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What LDIntelligence does
LDIntelligence is a private financial services firm headquartered in Scottsdale, Arizona, founded in 2017 by James A. Pupillo. The company specializes in delivering solutions to the U.S. retirement plan industry and operates under the ldiadvisers.com web brand, suggesting an advisory or consultancy positioning targeted at retirement plan sponsors, advisors, or plan participants. The firm operates with a small team of 11-50 employees, placing it in the boutique segment of the retirement services ecosystem.
The firm has raised approximately $3.58 million in cumulative outside capital across three funding rounds dated December 2019 ($1.0M), June 2021 ($0.6M), and January 2024 ($1.98M). The escalation in round size in 2024 suggests either an acceleration of growth ambitions or a need for working capital to fund expanded operations. No investor names, lead investors, or valuation marks are disclosed in the available data.
The input does not contain verifiable information about LDIntelligence's product set, proprietary technology, pricing model, go-to-market motion, customer segments, named clients, partnership relationships, or revenue mechanics. The firm's website (ldiadvisers.com) was not accessible at the time of data collection, returning only a verification/loading page. As a result, this description is intentionally constrained to the firmographic facts that can be sourced from the input, and any deeper characterization of business model, technology, or competitive positioning would be unsupported speculation.
LDIntelligence firmographics
Firmographics- Name
- LDIntelligence
- Website
- https://ldiadvisers.com
- Company type
- Private
- Founded year
- 2017
- Headcount range
- 11–50 employees
- Short description
- LDIntelligence is a private, Scottsdale-based financial services firm founded in 2017 that delivers specialized solutions to the U.S. retirement plan industry through its ldiadvisers.com brand, operating with a small team of 11-50 employees.
- Ownership category
- akta.pro rank
LDIntelligence industry classification
Industry- Product category
- Retirement Plan Services
- NAICS
- Portfolio Management and Investment Advice (523940), Insurance and Employee Benefit Funds (5251)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Rollover & Distribution Advisory (IRA/401(k) Rollovers) (FSAEABAG), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where LDIntelligence is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Markets served
LDIntelligence business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
LDIntelligence product offering
Product offeringCore offering
LDIntelligence is a financial services firm that delivers specialized solutions to the retirement plan industry. The company focuses on intelligence, benchmarking, and advisory support for retirement plan sponsors, advisors, and providers. Its offerings are built around data-driven insights that help stakeholders evaluate, design, and manage retirement plans.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Plan Intelligence & Advisory Solutions
Companies that use LDIntelligence
Customer profileIdeal customer profiles1 record
LDIntelligence technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
LDIntelligence partnerships and signals
Strategic signalRecent moves3 records
Expansion highlights2 records
LDIntelligence competitors and assessment
Company assessmentDirect peers
- CAPTRUST: Large U.S. retirement plan advisory firm serving plan sponsors with investment advisory and fiduciary services — directly comparable to LDIntelligence's employer retirement plan focus but at substantially greater scale.
- SageView Advisory Group: Independent retirement plan and wealth advisory firm specializing in serving corporate plan sponsors with fiduciary and investment consulting — operates in the same niche as LDIntelligence.
- Pensionmark: Retirement plan consulting and advisory firm focused on plan-sponsor fiduciary services — comparable mid-sized specialist competing for similar employer plan mandates.
Broad incumbents
- OneDigital: Large employee benefits and retirement advisory platform offering employer retirement plan services alongside broader benefits brokerage — competes for the same plan-sponsor clients from a much broader suite.
- Empower Retirement: Major retirement plan recordkeeper and advisory provider serving employer-sponsored plans nationwide — overlaps with LDIntelligence on the advisory/fiduciary layer of employer retirement plans.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
LDIntelligence financial estimates
Financial estimateRevenue estimate
Valuation estimate
LDIntelligence leadership team
Management profileNumber of profiles
Profiles1 record
LDIntelligence funding detail
Funding detailFunding overview
Funding rounds3 records
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LDIntelligence M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LDIntelligence
What does LDIntelligence do?
LDIntelligence is a financial services firm that delivers specialized solutions to the retirement plan industry. The company focuses on intelligence, benchmarking, and advisory support for retirement plan sponsors, advisors, and providers. Its offerings are built around data-driven insights that help stakeholders evaluate, design, and manage retirement plans.
When was LDIntelligence founded?
LDIntelligence was founded in 2017. It employs 11 to 50 people.
Where is LDIntelligence based?
LDIntelligence is headquartered in Scottsdale, United States, in the North America region.
Who are LDIntelligence's main competitors?
Direct peers on record are CAPTRUST, SageView Advisory Group and Pensionmark. Broad incumbents are OneDigital and Empower Retirement.
Does LDIntelligence have an API?
No public API is recorded for LDIntelligence.
What industry is LDIntelligence in?
LDIntelligence's product category is Retirement Plan Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.