# IncomeDiscovery

**Source:** https://www.startuphub.ai/startups/incomediscovery
**Profile type:** Startup

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

## 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.

## Key facts

- **Slug:** incomediscovery
- **Website:** https://www.incomediscovery.com/
- **Location:** Liberty Corner, United States
- **Founded:** 2015-01-01
- **Employees:** 18
- **Operating status:** Active
- **Total funding:** $4M
- **Sectors / tags:** Fintech, WealthTech, Retirement Planning, Financial Planning Software, AI, Generative AI, Predictive Analytics, Workflow Automation, API Platform, Data Platform
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/income-discovery/

## 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.

### What is IncomeDiscovery's revenue?

StartupHub estimates IncomeDiscovery's annual revenue at $5.1M (range $4.0M to $6.0M, 63% confidence), based on comparable companies in the sector.

### What is IncomeDiscovery's valuation?

StartupHub estimates IncomeDiscovery's effective valuation at $15.1M (range $9.6M to $22.9M, 10% confidence), based on comparable companies in the sector.

### 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.

## JSON-LD

Structured data aligned with this page's `<script type="application/ld+json">` (included when the profile is server-rendered).

```json
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "BreadcrumbList",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://www.startuphub.ai"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Startups",
          "item": "https://www.startuphub.ai/startups"
        },
        {
          "@type": "ListItem",
          "position": 3,
          "name": "IncomeDiscovery",
          "item": "https://www.startuphub.ai/startups/incomediscovery"
        }
      ]
    },
    {
      "@type": "ProfilePage",
      "@id": "https://www.startuphub.ai/startups/incomediscovery#webpage",
      "url": "https://www.startuphub.ai/startups/incomediscovery",
      "name": "IncomeDiscovery - AI Startup Profile | StartupHub.ai",
      "description": "This is the official profile of IncomeDiscovery. IncomeDiscovery is a startup founded in 2015, operating in Fintech and WealthTech. AI-powered platform simplifying retirement decumulation for financial advisors and institutions. Headquartered in Liberty Corner, United States. The company has approximately 18 employees.",
      "dateModified": "2026-06-22T06:00:34.272+00:00",
      "mainEntity": {
        "@id": "https://www.startuphub.ai/startups/incomediscovery#organization"
      }
    },
    {
      "@type": "Organization",
      "@id": "https://www.startuphub.ai/startups/incomediscovery#organization",
      "name": "IncomeDiscovery",
      "url": "https://www.incomediscovery.com/",
      "description": "This is the official profile of IncomeDiscovery. IncomeDiscovery is a startup founded in 2015, operating in Fintech and WealthTech. AI-powered platform simplifying retirement decumulation for financial advisors and institutions. Headquartered in Liberty Corner, United States. The company has approximately 18 employees.",
      "sameAs": [
        "https://www.linkedin.com/company/income-discovery/",
        "https://www.startuphub.ai/startups/incomediscovery"
      ],
      "foundingDate": "2015-01-01",
      "numberOfEmployees": {
        "@type": "QuantitativeValue",
        "value": 18
      },
      "address": {
        "@type": "PostalAddress",
        "addressLocality": "Liberty Corner",
        "addressCountry": "US"
      },
      "knowsAbout": [
        "Fintech",
        "WealthTech",
        "Retirement Planning",
        "Financial Planning Software",
        "AI",
        "Generative AI",
        "Predictive Analytics",
        "Workflow Automation",
        "API Platform",
        "Data Platform"
      ]
    },
    {
      "@type": "Product",
      "@id": "https://www.startuphub.ai/startups/incomediscovery#profile-assessment",
      "name": "IncomeDiscovery - StartupHub.ai Profile Assessment",
      "url": "https://www.startuphub.ai/startups/incomediscovery",
      "category": "Fintech",
      "description": "This is the official profile of IncomeDiscovery. IncomeDiscovery is a startup founded in 2015, operating in Fintech and WealthTech. AI-powered platform simplifying retirement decumulation for financial advisors and institutions. Headquartered in Liberty Corner, United States. The company has approximately 18 employees. Agent Readiness score: 32/100. Full audit: https://www.startuphub.ai/startups/incomediscovery/agent-readiness",
      "brand": {
        "@type": "Brand",
        "name": "IncomeDiscovery"
      },
      "review": {
        "@type": "Review",
        "author": {
          "@type": "Organization",
          "name": "StartupHub.ai"
        },
        "datePublished": "2026-06-22",
        "name": "IncomeDiscovery - Profile Score 47/100",
        "reviewBody": "This is the official profile of IncomeDiscovery. IncomeDiscovery is a startup founded in 2015, operating in Fintech and WealthTech. AI-powered platform simplifying retirement decumulation for financial advisors and institutions. Headquartered in Liberty Corner, United States. The company has approximately 18 employees. Agent Readiness score: 32/100. Full audit: https://www.startuphub.ai/startups/incomediscovery/agent-readiness",
        "reviewRating": {
          "@type": "Rating",
          "ratingValue": 47,
          "bestRating": 100,
          "worstRating": 0
        }
      }
    }
  ]
}
```