Fiducioso Advisors, Inc.
PrivateLast Round
VC Round
Sep 27, 2022
Total Funding Raised
$686,000
Company Overview
Fiducioso Advisors, Inc. is a financial technology company that provides retirement income planning software and optimization tools under the brand name Income Discovery.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Financial Data, Workflow Automation
Business Model
B2B2C
Customer Profile
Usage-Based SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fiducioso Advisors, Inc. Comparables
Compare Fiducioso Advisors, Inc. with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Income Lab | 83% | |
| Covisum | 83% | |
| SEI Investments Company | 79% | |
Fiducioso Advisors, Inc. Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| VC Round | Sep 27, 2022 | ||||
| VC Round | Mar 15, 2022 | ||||
| VC Round | Aug 25, 2020 | ||||
| Angel | May 14, 2014 | ||||
| Angel | Jul 3, 2013 |
Key People
Founding team and executive leadership
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 21, 2026
Monthly visitors increased 35% MoM.
- May 2, 2025
Monthly visitors increased 757% from 99 to 848.
Fiducioso Advisors, Inc. Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Fiducioso Advisors, Inc.'s valuation, stock price, and market status.