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.

Founded in

United States