IncomeDiscovery
IncomeDiscovery

IncomeDiscovery

AI-powered platform simplifying retirement decumulation for financial advisors and institutions.

2015Active18Liberty Corner, United States

About

Income Discovery offers an intelligent retirement income platform designed for financial professionals. Their core product, the Adaptive Income Discovery Agent (AIDA), enables advisors to deliver hyper-personalized, tax-smart retirement income strategies at scale, optimizing withdrawals and maximizing client outcomes. They serve wealth management firms and retirement plan stakeholders. Teams look it up for Fintech, WealthTech, Retirement Planning.

Frequently asked

What does IncomeDiscovery do?

IncomeDiscovery is a Fintech company that offers Software | platform. Teams look it up for WealthTech, Retirement Planning, Financial Planning Software. It is based in Liberty Corner, United States and was founded in 2015. Public records show about 18 people and $4M raised. Compare it on funding, headcount, reviews and nearby alternatives rather than the marketing line alone.

How much funding has IncomeDiscovery raised?

IncomeDiscovery has raised a total of $4M in funding. The most recent round on record is Series A.

Where is IncomeDiscovery headquartered?

IncomeDiscovery is headquartered in Liberty Corner, United States.

When was IncomeDiscovery founded?

IncomeDiscovery was founded in 2015.

What industry does IncomeDiscovery operate in?

IncomeDiscovery operates in Fintech, WealthTech, Retirement Planning, Financial Planning Software, AI.

How many employees does IncomeDiscovery have?

IncomeDiscovery has approximately 18 people on record.

Scores
Measured, not editorial
Ahrefs DR
31/100

Strength of the site’s backlink profile, on Ahrefs’ 0-100 Domain Rating scale. Licensed third-party data, not our opinion.

Agent Readiness
32/100

How well an AI agent can read and use this site: structured data, clean markup, and whether key facts are reachable without running JavaScript. We scan the live site.

Site Speed
82/100

Google PageSpeed mobile performance for the company’s own site. Measured by Google, not by us.

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