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.
Recent news
Latest coverage and updates
- launchesSep 10, 2026
Income Laboratory, Inc. launched Withdrawal Optimizer on Sep 10th '26.
Income Lab 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.
Request accessFrequently Asked Questions
Common questions about Income Lab's valuation, stock price, and market status.
Is Income Lab a public or private company?
Income Lab is a private company.
What is the current stock price of Income Lab?
Income Lab is a private company with no public stock price. No recent secondary market data is available.
How much is Income Lab worth (valuation)?
Valuation information for Income Lab is not publicly available.
Can I buy Income Lab stock?
Income Lab shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Income Lab's last funding round?
Income Lab's most recent funding round was Series A on January 28, 2025.
Who are the main investors in Income Lab?
Investor information for Income Lab is not publicly disclosed.
Will Income Lab IPO soon?
No public IPO plans have been announced for Income Lab.
How can I track Income Lab secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Income Lab's secondary market activity and sign up for updates.