IRA Financial Named to Inc.'s Fastest-Growing Midwest Companies List

The fintech firm was recognized for its rapid expansion and innovative retirement solutions.

Apr. 1, 2026 at 2:45pm

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IRA Financial, a leading provider of self-directed retirement accounts, has been named to Inc. magazine's 2026 list of the fastest-growing private companies in the Midwest region. The Sioux Falls, South Dakota-based fintech firm was recognized for its impressive revenue growth and innovative retirement planning products that have resonated with customers across the region.

Why it matters

IRA Financial's inclusion on the prestigious Inc. list underscores the company's success in disrupting the traditional retirement services industry. As more Americans seek greater control and flexibility over their retirement savings, IRA Financial has positioned itself as a trusted partner by offering self-directed IRA and 401(k) solutions that empower investors to diversify beyond stocks and bonds.

The details

To qualify for the Inc. 5000 Midwest list, companies must be based in Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, or Wisconsin, and have generated at least $2 million in revenue in 2025. IRA Financial, which was founded in 2010, has experienced rapid growth in recent years by catering to the rising demand for alternative asset investments within retirement accounts.

  • IRA Financial was founded in 2010.
  • The company was named to the Inc. 5000 Midwest list in 2026.

The players

IRA Financial

A leading provider of self-directed retirement accounts that enables investors to hold alternative assets like real estate, cryptocurrency, and private equity within their IRAs and 401(k)s.

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What they’re saying

“We're honored to be recognized as one of the fastest-growing companies in the Midwest. Our mission is to empower investors to take control of their financial futures, and this award is a testament to the hard work of our team and the trust our clients have placed in us.”

— Adam Bergman, Founder and President, IRA Financial

What’s next

IRA Financial plans to continue expanding its product offerings and customer base across the Midwest and beyond, leveraging its reputation as an innovator in the self-directed retirement account space.

The takeaway

IRA Financial's inclusion on the Inc. 5000 Midwest list highlights the growing demand for alternative investment options within retirement accounts, as investors seek greater control and diversification beyond traditional stocks and bonds.