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Finantix vs Income Lab

People
FinantixWealth Management
Income LabWealth Management
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Price
Published entry price
$199+per month

Wealth Management

Annual estimate10 people, entry price
$2,388+
Flat rate
Offer
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Wealth Management

Overview
Focus
Wealth Management
Wealth Management
Product
ION Group wealth management platform with digital advisory, onboarding, and CRM for private banks.
Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.
Headquarters
Venice, Italy
Boulder, Colorado
Company size
501-1,000 employees
11-50 employees
Founded
1994
2018
Pricing details
Plan
Published entry price
Published rate
$199+ / month
Billable seats
Flat rate
Free options
Free trial
Pricing source
Source updated
Oct 29, 2026
Oct 29, 2026

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Wealth Management