Income Discovery - About the company
Income Discovery is a series A company based in Basking Ridge (United States), founded in 2010 by Manish Malhotra. It operates as a Retirement income planning software for financial advisors. Income Discovery has raised $3.82M in funding. The company has 27 active competitors, including 4 funded and 3 that have exited. Its top competitors include companies like Embark Group, BenefitGuard and Aboon.
Company Details
Income Discovery is an online investment advice software offered by Fiducioso Advisors, a SEC Registered Investment Advisor. The software is offered to Financial Advisors to enable them to build retirement income plans for their clients. It claims key capabilities of Income Discovery, such as optimization and constant cash flow bond ladder construction.
- Website
- incomediscovery.com
- Social
- Email ID
- *****@incomediscovery.com
Key Metrics
Founded Year
2010
Location
Basking Ridge, United States
Stage
Series A
Total Funding
$3.82M in 6 rounds
Latest Funding Round
Investors
Ranked
3rd among 27 active competitors
Employee Count
17 as on Apr 30, 2026
Similar Companies
Legal entities associated with Income Discovery
Income Discovery is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
Fiducioso Advisors, Inc. CIN: 272909345 , United States, Active | $1 - $1M (As on May 04, 2015) | - | - |
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Income Discovery's funding and investors
Income Discovery has raised a total funding of $3.82M over 6 rounds. Its first funding round was on May 04, 2015. Income Discovery has 4 angel investors.
Here is the list of recent funding rounds of Income Discovery:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Sep 27, 2022 | 1562041 | Series A | 9603737 | 1849330 | 6675174 | 5588200 |
Jan 14, 2021 | 2718382 | Angel | 8955810 | 4998393 | 6654544 | |
Nov 04, 2020 | 9074475 | Seed | 1696691 | 3329485 | 7550690 | 1421101 |
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Income Discovery's founders and board of directors
Founder? Claim ProfileThe founders of Income Discovery is Manish Malhotra. Manish Malhotra is the CEO of Income Discovery.
Here are the details of Income Discovery's key team members:
- Manish Malhotra: Founder & CEO of Income Discovery. Contact Info: 1 email address
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Income Discovery's employee count trend
Income Discovery has 17 employees as of Apr 26. Here is Income Discovery's employee count trend over the years:
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Income Discovery's Competitors and alternates
Top competitors of Income Discovery include Embark Group, BenefitGuard and Aboon. Here is the list of Top 10 competitors of Income Discovery, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Embark Group 1998, London (United Kingdom), Acquired | Provider of retirement solutions | - | 52/100 | |
2nd | BenefitGuard 2013, Orem (United States), Deadpooled | Platform offering retirement planning solutions | - | - | 42/100 |
3rd | Income Discovery 2010, Basking Ridge (United States), Series A | Retirement income planning software for financial advisors | $3.82M | - | 40/100 |
4th |  Aboon 2023, New York City (United States), Seed | Provider of retirement plan design, launch, and management for advisors | $17.5M | 39/100 | |
5th | RetireUp 2012, Mundelein (United States), Acquired | Platform for retirement advisers | - | 38/100 | |
6th |  WWM Financial 2011, Carlsbad (United States), Unfunded | Provider of financial advisory services | - | - | 36/100 |
7th | RiXtrema 2010, United States, Unfunded | Software platform that provides financial advisors and broker-dealers with a suite of tools and analytics | - | - | 30/100 |
8th | The Pension Lab 2016, Leicester (United Kingdom), Seed | Limited information available | $551K | 30/100 | |
9th |  LT Trust 1957, Denver (United States), Acquired | Provider of low-cost, open-architecture 401(k) retirement plans | - | - | 27/100 |
10th |  Bav Solutions 2021, Offenburg (Germany), Funding Raised | Online platform for retirement and pension planning to businesses | - | 26/100 |
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Income Discovery's Investments and acquisitions
Income Discovery has made no investments or acquisitions yet.
Reports related to Income Discovery
Here is the latest report on Income Discovery's sector:
News related to Income Discovery
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Income Discovery Announces New Round of Investment By Leading Financial Services ExecutivesBusiness Wire•Jan 14, 2021•Income Discovery
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