Income Lab
Curated by SignalWealth management software suite enhancing retirement planning for financial advisors.
Overview
Income Lab is a fintech company that offers a wealth management software suite aimed at improving the operations of financial advisors and wealth managers. The platform includes various tools such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company focuses on retirement income planning, providing a retirement stress test and distribution planning tool to assist with portfolio withdrawals and tax optimization. Income Lab also features real-time data aggregation and compliance functionalities, which are intended to support personalized client advice and operational efficiency in retirement planning.
Key facts
- Founded
- 2018
- Headquarters
- Denver, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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- Phone
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Open roles
1 roleGrowth Marketing Manager Income Lab | Remote (US-based) | Full-time
Greater Phoenix Area · Remote · Full-time
