Overview
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Total raised
$19.3M
9 rounds on record
Latest round
$3.8M
Venture round · Jan 2025 · 20 mo ago
Team
51-200
employees, estimated range
The money's age
Due for its next round
20 months since the last round · not hiring
Momentum
0/100
no fresh signals
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Jan 28, 2025 Raised a round Venture round $3.8M · SEC Form D Jan 28, 2025 Raised a round Venture round $3.8M · SEC Form D Jan 28, 2025 Raised a round Venture round $3.8M · SEC Form D Jun 30, 2023 Raised a round Venture round $550k · SEC Form D Mar 31, 2022 Raised a round Venture round $1.9M · SEC Form D Dec 11, 2020 Raised a round Venture round $1.7M · SEC Form D Dec 11, 2020 Raised a round Venture round $1.7M · SEC Form D Dec 11, 2020 Raised a round Venture round $1.7M · SEC Form D May 18, 2020 Raised a round Venture round $500k · SEC Form D 2020 Founded
Funding rounds
RoundDateAmountInvestorsSource
Venture round Jan 2025 $3.8M — SEC Form D
Venture round Jan 2025 $3.8M — SEC Form D
Venture round Jan 2025 $3.8M — SEC Form D
Venture round Jun 2023 $550k — SEC Form D
Venture round Mar 2022 $1.9M — SEC Form D
Venture round Dec 2020 $1.7M — SEC Form D
Venture round Dec 2020 $1.7M — SEC Form D
Venture round Dec 2020 $1.7M — SEC Form D
Venture round May 2020 $500k — SEC Form D
Registers and programsofficial lists and records that name the company
Legal entity Income Laboratory, Inc. SEC Form D
Founders and leadersfrom filings, registers and the company's site
Johnny PoulsenExecutive Officer, DirectorSEC Form D
Justin FitzpatrickExecutive Officer, DirectorSEC Form D
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Overview

The #1 retirement distribution planning tool. Guardrails-based planning, tax analysis, and AI-powered insights connected to your client's plan.

People

Johnny Poulsen
Executive Officer, Director
Justin Fitzpatrick
Executive Officer, Director
Robert Pinkerton
Director
David Agostine
Director
James Mulvihill
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Denver United States
HQ
50-200 est. staff

Financials

Total raised
$19.3M
Latest round
Venture - Series Unknown
Funding rounds
9
Funding rounds
Round Announced Amount
Venture - Series Unknown 2025 $3.8M Details
Venture - Series Unknown 2025 $3.8M Details
Venture - Series Unknown 2025 $3.8M Details
Venture - Series Unknown 2023 $550k Details
Venture - Series Unknown 2022 $1.9M Details
Venture - Series Unknown 2020 $1.7M Details
Venture - Series Unknown 2020 $1.7M Details
Venture - Series Unknown 2020 $1.7M Details
Venture - Series Unknown 2020 $500k Details