Founded in 2016 by Matt Fellowes, United Income was an SEC-registered investment advisor that aimed to transform retirement planning by combining technology with human financial advice. The company's platform analyzed a client's complete financial picture, including savings, social security, and potential income sources, to create and manage a holistic and personalized retirement plan. In July 2019, Capital One acquired United Income to integrate its technology and expertise into Capital One's financial service offerings, effectively rebranding and absorbing the company's services.

Founded in

United States