United Income Overview
- Year Founded
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2016
- Status
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Private
- Employees
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35
- Latest Deal Type
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M&A
- Investors
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1
United Income General Information
Description
Provider of a money management platform intended to offer holistic financial planning and investment management to extend the life and potential of money. The company's platform offers budgeting and spending services, investment management services, financial planning services, account sequencing service, retirement paycheck and concierge services, enabling users to receive adequate financial advisory services to plan their retirement.
Contact Information
Website
www.unitedincome.comCorporate Office
- 1660 L Street North West
- Suite 1000
- Washington, DC 20036
- United States
Corporate Office
- 1660 L Street North West
- Suite 1000
- Washington, DC 20036
- United States
United Income Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 3. Merger/Acquisition | 16-Aug-2019 | Completed | Generating Revenue | |||
| 2. Early Stage VC (Series A) | 17-Aug-2018 | Completed | Generating Revenue | |||
| 1. Seed Round | 28-Jun-2016 | $5.8M | $5M | Completed | Generating Revenue |
United Income Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series A | ||||||||
| Series A-1 | ||||||||
| Seed | 5,800,000 | $0.000010 | 3% | $1 | $1 | 1x | $1 | 19.92% |
United Income Comparisons
Industry
Financing
Details
United Income Competitors (3)
One of United Income’s 3 competitors is True Link, a Venture Capital-Backed company based in San Francisco, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| True Link | Venture Capital-Backed | San Francisco, CA | ||||
| Maranatha Value Management | Corporation | Deerfield Beach, FL | ||||
| Nolan Wealth Management | Corporation |
United Income Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
United Income Patents
United Income Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-11334947-B1 | Systems and methods for modeling future value | Active | 11-Dec-2017 | ||
| US-20220366501-A1 | Systems and methods for modeling future value | Inactive | 11-Dec-2017 |
United Income Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
United Income Investors (1)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Capital One Financial | Holding Company | Minority |
United Income FAQs
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When was United Income founded?
United Income was founded in 2016.
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Where is United Income headquartered?
United Income is headquartered in Washington, DC.
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What is the size of United Income?
United Income has 35 total employees.
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What industry is United Income in?
United Income’s primary industry is Financial Software.
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Is United Income a private or public company?
United Income is a Private company.
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What is United Income’s current revenue?
The current revenue for United Income is .
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How much funding has United Income raised over time?
United Income has raised $15.1M.
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Who are United Income’s investors?
Capital One Financial has invested in United Income.
-
Who are United Income’s competitors?
True Link, Maranatha Value Management, and Nolan Wealth Management are competitors of United Income.
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