Income Lab

📍 Golden, United States🗓 Founded 2018👥 31 employees💰 Last funded Jan 2019
Financial Services🌐 incomelab.io
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Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab was named “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expo, was the “Highest-Rated Retirement Distribution Planning Tool” in the 2023 T3/Inside Information Advisor Software Survey, and was named a “Stand Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”.
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Total investors
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Early stage
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Late stage
2018
Founded

Investors

1 investors
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Investor geography1 country
United States
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Frequently asked questions
Who invested in Income Lab?
Income Lab has 1 investors on record on gritt.io, including 1 early-stage backers.
When did Income Lab last raise funding?
The most recent investment in Income Lab recorded on gritt.io was in January 2019.
When was Income Lab founded?
Income Lab was founded in 2018.
What industry is Income Lab in?
Income Lab operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Income Lab based?
Income Lab is headquartered in Golden, United States.