Insights

Growth Opportunity Income Discovery recently hired a new Chief Sales Officer with 30+ years in financial services, signaling an intent to scale sales outreach and expand revenue channels, which suggests a strong openings for enterprise partnerships, referrals, and strategic distribution deals.

Financial Momentum Annual revenue range of 10M-25M and a funding base of 5.7M indicate a healthy growth phase with budget available for pilot programs, co-development initiatives, and technology integrations to accelerate go-to-market efforts.

Tech Enablement Tech stack includes AWS, Terraform, GitHub, and integration-ready tools (WordPress, IAM via AWS, Mailchimp), presenting opportunities to propose scalable cloud integrations, data pipelines, and automated marketing operations for improved deployment speed and reliability.

Partnership Momentum Recent MyVest partnership marks a move toward moving retirement income from planning to action, suggesting interest in collaborating with fintechs, asset managers, and lifecycle platforms to extend product reach and co-create solutions.

Talent Drive Culture emphasis on attracting and retaining top talent, with a focus on change leadership and collaborative product growth, implying openness to pilot programs with innovative startups, white-label opportunities, or joint go-to-market initiatives.

Similar companies to Income Discovery

Income Discovery Tech Stack

Income Discovery uses 8 technology products and services including Amazon Web Services, GitHub, HashiCorp Terraform, and more. Explore Income Discovery's tech stack below.

Income Discovery's Email Address Formats

Income Discovery uses at least 3 email formats:
Income Discovery Email FormatsExamplePercentage
First@incomediscovery.comJohn@incomediscovery.com
85%
Last@incomediscovery.comDoe@incomediscovery.com
10%
First.Last@incomediscovery.comJohn.Doe@incomediscovery.com
5%

Frequently Asked Questions

What is Income Discovery's phone number?

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You can contact Income Discovery's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Income Discovery's official website and social media links?

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Income Discovery's official website is incomediscovery.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Income Discovery generate?

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As of September 2026, Income Discovery's annual revenue is estimated to be $10M - $25M.

What is Income Discovery's NAICS code?

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Income Discovery's NAICS code is 52 - Finance and Insurance.

How many employees does Income Discovery have currently?

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As of September 2026, Income Discovery has approximately 16 employees across 3 continents, including North America, Africa and Europe. Key team members include Head Of Product Development: D. A., Board Member & Advisor To Ceo: S. I. and Technical Lead: K. K. Explore Income Discovery's employee directory with LeadIQ.

What industry does Income Discovery belong to?

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Income Discovery operates in the Financial Services industry.

What technology does Income Discovery use?

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Income Discovery's tech stack includes Amazon Web Services, GitHub, HashiCorp Terraform, WordPress, Amazon Simple Email Service, Google Workspace, Mailchimp and Vimeo.

What is Income Discovery's email format?

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Income Discovery's email format typically follows the pattern of First@incomediscovery.com. Find more Income Discovery email formats with LeadIQ.

How much funding has Income Discovery raised to date?

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As of September 2026, Income Discovery has raised $5.7M in funding. The last funding round occurred on Oct 01, 2019 for $3.9M.

When was Income Discovery founded?

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Income Discovery was founded in 2010.
Income Discovery logo

Income Discovery

Financial ServicesNew Jersey, United States11-50 Employees

Income Discovery is a financial services company based in Liberty Corner, New Jersey. It offers an automated approach to retirement income planning and delivery, aiming to optimize a retiree’s safe spending and potential after-tax bequests through its engine, AIDA. The business targets individuals seeking streamlined, data-driven income strategies, positioning itself in the retirement planning and fintech space with a focus on transforming planning into actionable outcomes. The firm emphasizes a culture of growth for its staff and has announced leadership additions in recent years, including a Chief Sales Officer appointment in 2025, reflecting its ongoing organizational development.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
11-50

Section iconFunding & Financials

  • $5.7M

    Income Discovery has raised a total of $5.7M of funding over 6 rounds. Their latest funding round was raised on Oct 01, 2019 in the amount of $3.9M as a Convertible Note.

  • $10M - $25M

    Income Discovery's revenue is estimated to be in the range of $10M - $25M

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