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IRA Financial

Est. 2010
Visit IRA Financial
IRA
Last verified Jun 14, 2026

About IRA Financial

IRA Financial is a self‑directed retirement firm founded in 2010 to help investors use IRAs and Solo 401(k)s to hold alternative assets beyond traditional stocks and mutual funds. The company was an early pioneer in crypto retirement solutions — offering Bitcoin IRA LLC structures and IRAfi Crypto, a direct Bitstamp integration that lets clients buy and hold Bitcoin inside IRAs or Solo 401(k)s while providing custody, tax reporting, and compliance support. IRA Financial is led by founder Adam Bergman, a former tax attorney, author and industry speaker, supported by an in‑house team of retirement and tax specialists; under his leadership the firm has grown to serve a large client base and manage significant retirement assets.

Leadership

Adam Bergman
in ↗
Tyler Northrup
CEO
in ↗
Drew Cosand
CFO
in ↗
John Maas
CMO
in ↗
Joe Tebben
CTO
in ↗

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Company Details

Year formed2010
Founded inMiami, FL

Data Provenance

Facts verified by 21Rates research · Jun 14, 2026
1 sources cited on this page
21rates.com/companies/ira-financial · structured data: Organization · Person ×5

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