• FOUNDING YEAR: 2010
    LOCATION:
    United States
    REGION:
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Retirement Income Optimization Software It aims to provide optimum strategy that aims to provide clients outcome in retirement .
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Financial Advisors
COMMENT
Income Discovery's calculation engine is powerful, but at its core, what it does is illustrate the interplay between four factors: the level of sustainable income, plan failure rates, the potential life of a portfolio in a "bad case" scenario and the average terminal value of the portfolio.

PEOPLE

FOUNDERS:
Manish Malhotra
NUMBER OF EMPLOYEES:
11-50

TRACTION

VALUATION / MARKET CAP:
$2.05 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$390 K
SEED & PRIOR FUNDING:
$390 K

LATEST RESEARCH