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§ Private Profile · Austin, TX, USA
Realized is a technology company.
Realized operates a WealthTech platform for real estate investment and 1031 exchange services. Its end-to-end solution helps investors convert individual properties into diversified, tax-efficient interests like Delaware Statutory Trusts (DSTs) and Tenancy In Common (TICs). This platform streamlines capital gains tax deferral, enabling clients to transition to passive income streams.
Founded in Austin, Texas, in 2014 by David Wieland and David Dahill, Realized bridges traditional real estate with modern wealth management. Their insight addressed investor complexities in portfolio and tax management, integrating financial technology with specialized real estate and tax law knowledge.
Realized serves high-net-worth individuals and real estate investors optimizing portfolios and deferring taxes on property sales. Its mission transforms client wealth from active property ownership into customized, diversified passive income real estate portfolios, empowering them to achieve long-term financial objectives.
Realized has raised $6.0M across 1 funding round.
Realized has raised $6.0M in total across 1 funding round.
Realized has raised $6.0M across 1 funding round. Most recently, it raised $6.0M Series A in September 2019.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Sep 1, 2019 | $6M Series A | Calibrate Ventures | Bond, First Round Capital, FPV Fund, Grishin Robotics, M13, True Ventures, Konstantin Othmer, Richard Branson, Nicholas Smith | Announced |
Realized has raised $6.0M in total across 1 funding round.
Realized's investors include Calibrate Ventures, Bond, First Round Capital, FPV Fund, Grishin Robotics, M13, True Ventures, Konstantin Othmer, Richard Branson, Nicholas Smith.
Realized Solutions, Inc. (RSI) is a full-service IT consulting firm founded in 2003 and based in Southington, Connecticut, specializing in helpdesk, network services, custom software development, system integration, and CIO-level strategic planning for small and mid-sized enterprises in the Northeast.[1][4] With over 40 professionals, it has achieved recognition as one of Connecticut's best places to work and a spot on the 2021 Inc. 5000 list of fastest-growing private companies, generating around $7.6 million in revenue while emphasizing scalable services that adapt to client growth stages.[1][4] RSI serves businesses needing reliable IT tools for expansion, focusing on trust-based relationships and proactive support to realize their full potential.[1]
(Note: Multiple entities share similar names, such as Realization Technologies, a 1999-founded California software firm offering Concerto for multi-project management in engineering and manufacturing based on Theory of Constraints, with $21.4M revenue and global clients like the US Navy.[2][3][6] This analysis prioritizes RSI as the closest match to "Realized," a Connecticut IT company; Realization Technologies fits as a prominent tech alternative.[3])
Realized Solutions, Inc. was founded in 2003 in Connecticut with a straightforward mission: deliver top-tier IT consulting to small and mid-sized enterprises in the Northeast.[1] Starting from humble beginnings, the company evolved into a comprehensive IT provider under leadership committed to client growth, expanding its team to over 40 professionals and earning accolades like the 2021 Inc. 5000 listing for rapid growth.[1][4] Key milestones include building long-term client relationships—many spanning over a decade—and adapting services like helpdesk, custom development, and strategic CIO planning to meet evolving business needs.[1]
This trajectory humanizes RSI as a client-centric firm that scaled through trust and adaptability in a competitive IT landscape.[1]
Realized Solutions rides the wave of digital transformation for SMBs, where outsourced IT consulting addresses resource gaps in cybersecurity, cloud integration, and strategic planning amid rising remote work and compliance demands.[1][4] Timing favors RSI as Northeast businesses post-pandemic prioritize scalable, proactive IT over in-house teams, amplified by market forces like supply chain disruptions and cyber threats.[1] By empowering mid-sized firms with custom tools and expertise, RSI influences the ecosystem by boosting operational efficiency, much like how specialized IT providers enable broader economic resilience without the overhead of large-scale vendors.[1]
RSI is poised for continued expansion by leaning into AI-driven IT optimization and hybrid cloud strategies, potentially amplifying its Inc. 5000 momentum toward national reach.[1][4] Trends like escalating cybersecurity needs and SMB digitization will shape its path, evolving its influence from regional consultant to a model for trust-driven IT scalability. As it started by focusing on client potential, RSI's future lies in realizing even greater efficiencies in an AI-accelerated tech ecosystem.[1]