Income Lab

Wealth Management TechRetirement PlanningLow PriorityNot Contacted
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Overview

Retirement income planning software with tax-smart withdrawal strategies and Roth conversion analysis

Core Product

Retirement income planning

Strategic Fit for DCC

Retirement income planning could add Bitcoin withdrawal strategies and tax-efficient Bitcoin liquidation

Integration Potential

Bitcoin withdrawal strategies

Leverage Type:Retirement planning integration

Financial Profile

Estimated Revenue
$5M-$10M
Valuation Range
$20M-$40M
Revenue Model
SaaS subscription
Profitability
Early profitability
Recurring Revenue Strength
Growing SaaS

Risk Assessment

Smaller scale

Company Information

Headquarters
United States
Founded
2017
Employees
10-30
Geographic Focus
North America
Primary Customers
Financial Advisors

Ownership & Funding

Ownership Type
Private
Last Known Funding
Bootstrapped

Leadership

CEO
TBD
Research Date
2026-02-24