Income Laboratory, Inc.
About Income Laboratory, Inc.
Income Lab is the first provider of truly dynamic retirement planning software for investment advisors. Established in 2018, Income Lab's mission is to revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management to help people have enough money during retirement. The company provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement, including targeted advice on spending, adjustments for economic conditions, and tax-efficient distribution plans.
Investors
Key highlights
- Completed $1.7M seed round in September 2021 bringing total funding near $3M at that time.
- Named “Best in Show” at the 2022 and 2023 XYPN Advisor Tech Expo.
- Provides dynamic retirement income management with tax-smart distribution modeling.
- Integrates with platforms including Charles Schwab, Fidelity, Orion, and Black Diamond.
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