Fundz

Income Laboratory reported raising $1.25 Million in an initial SEC Form D filing, from an offering of $2.5 Million

PRIVATEOct 21, 2026Late filing, first sale Jul 21, 2026

Amount Raised

$1.25 Million

$1.25 Million sold, per SEC Form D (first sale Jul 21, 2026)

Round Type

Venture

GoldenInformation Technology

Who to call at Income Laboratory, and when

A new round usually means Income Laboratory is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Income Laboratory raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Income Laboratory, from your own LinkedIn network
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Income Laboratory

Location

Golden, Colorado, United States

About

Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab was named “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expo, was the “Highest-Rated Retirement Distribution Planning Tool” in the 2023 T3/Inside Information Advisor Software Survey, and was named a “Stand Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Income Laboratory raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Verified contacts11 people are listed at Income Laboratory. We don't have their email yet.See plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Income Laboratory's next move

See what Strategic adds

Income Laboratory raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.