Income Lab
PrivateLast Round
Series A
Jan 28, 2025
Total Funding Raised
$9.55M
Company Overview
Income Lab is a fintech company that provides financial advisors with software for ongoing retirement income management and client engagement.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Income Lab Comparables
Compare Income Lab with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| WealthConductor LLC | 88% | |
| RightCapital | 85% | |
| WealthTrace | 79% | |
Income Lab Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jan 28, 2025 | ||||
| Seed | Jul 11, 2023 | ||||
| Seed | Apr 13, 2022 | ||||
| Seed | Sep 8, 2021 | ||||
| Seed | Dec 29, 2020 | ||||
Pre Seed | Jul 20, 2020 |
Key People
Founding team and executive leadership
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 20, 2020
$500K raised in Pre Seed round.
Income Lab 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 Income Lab's valuation, stock price, and market status.