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IncomeDiscovery

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

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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.

Technology stack

detected 2026-06-16
Est. monthly stack spend~$320/mo
EmailGoogle Workspace
Hosting
self_managed
Stack
BootstrapWordPress
Analytics
Google Analytics 4Jetpack / WP.com Stats
Support
HubSpot
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Frequently asked

What does IncomeDiscovery do?

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.

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, Generative AI.

How many employees does IncomeDiscovery have?

IncomeDiscovery has approximately 18 people on record.