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Income Discovery vs Income Lab

People
Income DiscoveryFinancial Planning & Analysis
Income LabWealth Management
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Price
Published entry price
$199+per month

Financial Planning & Analysis

Annual estimate10 people, entry price
$2,388+
Flat rate
Offer
No offer right now
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Financial Planning & Analysis

Overview
Focus
Financial Planning & Analysis
Wealth Management
Product
Retirement income planning and Social Security optimization software for advisors.
Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.
Headquarters
New York, New York
Boulder, Colorado
Company size
11-50 employees
11-50 employees
Founded
2013
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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Financial Planning & Analysis