Company Information

Get to know Income Discovery

Founded in 2012, Income Discovery is a technology firm that specializes in retirement income planning solutions. The company's mission is to help financial institutions and advisors transition their clients from asset accumulation to the decumulation phase of their lives with greater confidence. Their core product is the AIDA® (Advanced Income Discovery & Analytics) platform, a SaaS-based tool that enables advisors to model and implement tax-efficient retirement income strategies, manage risk, and help clients achieve their retirement goals. They serve a range of financial professionals, including Registered Investment Advisors (RIAs), broker-dealers, and insurance companies.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service
Financial Wealth Management

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Income Discovery

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.