Fiducioso Advisors, Inc.
PrivateLast Round
VC Round
Sep 27, 2022
Total Funding Raised
$686,000
Company Overview
Fiducioso Advisors, Inc. operates in FinTech and is based in New Jersey. Its latest recorded funding round was a VC Round in September 2022.
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
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% | |
| JourneyGuide, Inc. | 82% |
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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 |
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Key People
Founding team and executive leadership
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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.
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Recent news
Latest coverage and updates
- launchesOct 9, 2026
Income Discovery introduces Plan Insights on Oct 9th '26 to turn sophisticated retirement analyses into clear, conversational insights that help advisors explain recommendations to clients.
- is_developingOct 9, 2026
Income Discovery continues evolving Plan Insights, whose initial release turns complex retirement plan results into clear, actionable insights that help advisors explain recommendations and support better retirement outcomes.
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Fiducioso Advisors, Inc. Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Fiducioso Advisors, Inc.'s valuation, stock price, and market status.
Is Fiducioso Advisors, Inc. a public or private company?
Fiducioso Advisors, Inc. is a private company.
What is the current stock price of Fiducioso Advisors, Inc.?
Fiducioso Advisors, Inc. is a private company, so its shares have no public market price. Caplight tracks Fiducioso Advisors, Inc.'s secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Fiducioso Advisors, Inc. worth (valuation)?
Valuation information for Fiducioso Advisors, Inc. is not publicly available.
Can I buy Fiducioso Advisors, Inc. stock?
Fiducioso Advisors, Inc. shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Fiducioso Advisors, Inc.'s last funding round?
Fiducioso Advisors, Inc.'s most recent funding round was VC Round on September 27, 2022.
Who are the main investors in Fiducioso Advisors, Inc.?
Investor information for Fiducioso Advisors, Inc. is not publicly disclosed.
Will Fiducioso Advisors, Inc. IPO soon?
No public IPO plans have been announced for Fiducioso Advisors, Inc..
How can I track Fiducioso Advisors, Inc. secondary market activity?
Caplight tracks bids, offers, and trades in Fiducioso Advisors, Inc.'s shares on secondary markets.