Income Discovery Overview

  • Year Founded
  • 2010

Year Founded

  • Status
  • Private

  • Employees
  • 22

Employees

  • Latest Deal Type
  • Later Stage VC
  • (Upcoming)

  • Investors
  • 4

Income Discovery General Information

Description

Provider of retirement planning services intended to streamline retiree disbursals with a consistent, tax-optimized payment intended with a personalized tax-optimal paycheck in retirement. The company's intelligent engine offers options to determine a personalized optimal strategy for each retiree to discover the precise plan that aims to increase a retiree's paycheck by as much as 30% or increase a retiree's after-tax legacy by 5 times, its advanced intelligence empowers financial institutions to provide tax-smart retirement income planning and distribution, it not only increases the adoption of the institution's services but also strengthens client trust and empowers their professionals to serve up to 80% more retirees, enabling customers to get safe retirement income.

Contact Information

Website
www.incomediscovery.com
Ownership Status
Privately Held (backing)
Financing Status
Angel-Backed
Corporate Office
  • 20 Chruch Street
  • Liberty Corner
  • NJ 07938
  • United States
+1 (888)
Primary Industry
Other Financial Services
Vertical(s)
TMT, FinTech
Corporate Office
  • 20 Chruch Street
  • Liberty Corner
  • NJ 07938
  • United States
+1 (888)

Income Discovery Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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Income Discovery Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
10. Later Stage VC Upcoming Generating Revenue
9. Angel (individual) 03-Nov-2023 Completed Generating Revenue
8. Angel (individual) 17-Mar-2022 Completed Generating Revenue
7. Angel (individual) 04-Nov-2020 Completed Generating Revenue
6. Angel (individual) 06-Nov-2019 Completed Generating Revenue
5. Angel (individual) 06-Sep-2017 Completed Startup
4. Angel (individual) 28-Sep-2016 Completed Startup
3. Angel (individual) 23-Sep-2015 Completed Startup
2. Angel (individual) 14-May-2014 $686K Completed Startup
1. Angel (individual) 07-Jul-2013 $460K $460K Completed Stealth
To view Income Discovery’s complete valuation and funding history, request access »

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Income Discovery Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of retirement planning services intended to streamline retiree disbursals with a consistent, tax-optimized paym
Other Financial Services
NJ
22 As of 2024

High Wycombe, United Kingdom
 

Leawood, KS
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Income Discovery Competitors (5)

One of Income Discovery’s 5 competitors is retireeasy.co.uk, a Corporation company based in High Wycombe, United Kingdom.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
retireeasy.co.uk Corporation High Wycombe, United Kingdom
Retiree Income Corporate Backed or Acquired Leawood, KS
eMoney Advisor Corporate Backed or Acquired Radnor, PA
Income Lab Venture Capital-Backed Golden, CO
LifeYield Private Equity-Backed Boston, MA
You’re viewing 5 of 5 competitors. Get the full list »

Income Discovery Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Income Discovery Investors (4)

Investor Name Investor Type Holding Investor Since Participating Rounds
Angel (individual)
Angel (individual)
Angel (individual)
Bodhi Capital Venture Capital Minority
To view Income Discovery’s complete investors history, request access »

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Income Discovery FAQs

  • When was Income Discovery founded?

    Income Discovery was founded in 2010.

  • Where is Income Discovery headquartered?

    Income Discovery is headquartered in NJ.

  • What is the size of Income Discovery?

    Income Discovery has 22 total employees.

  • What industry is Income Discovery in?

    Income Discovery’s primary industry is Other Financial Services.

  • Is Income Discovery a private or public company?

    Income Discovery is a Private company.

  • What is Income Discovery’s current revenue?

    The current revenue for Income Discovery is .

  • How much funding has Income Discovery raised over time?

    Income Discovery has raised $5.69M.

  • Who are Income Discovery’s investors?

    , , , and Bodhi Capital have invested in Income Discovery.

  • Who are Income Discovery’s competitors?

    retireeasy.co.uk, Retiree Income, eMoney Advisor, Income Lab, and LifeYield are competitors of Income Discovery.

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