Company profile
Income Lab
The first adjustment-based retirement planning technology.
- Industry
- Financial Services
- Employees
- 41
- Headquarters
- Golden, Colorado
- Founded
- 2018
- LinkedIn followers
- 5,094
- Office locations
- 1
Income Lab company summary
Income Lab is a company in the Financial Services industry, headquartered in Golden, Colorado, founded in 2018. On LinkedIn the company has around 41 employees and 5,094 followers. Its listed specialties include Retirement Income Planning, Tax Planning, Financial Planning.
What technology does Income Lab use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Income Lab
Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab was named “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expo, was the “Highest-Rated Retirement Distribution Planning Tool” in the 2023 T3/Inside Information Advisor Software Survey, and was named a “Stand Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”.
Specialties
Where is Income Lab located?
Income Lab lists 1 location.
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Frequently asked questions about Income Lab
What does Income Lab do?
Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab was named “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expo, was the “Highest-Rated Retirement Distribution Planning Tool” in the 2023 T3/Inside Information Advisor Software Survey, and was named a “Stand Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”.
How many employees does Income Lab have?
Income Lab has around 41 employees on LinkedIn.
Where is Income Lab headquartered?
Income Lab is headquartered in Golden, Colorado.
When was Income Lab founded?
Income Lab was founded in 2018.
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