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Fiducioso Advisors, Inc.

Fiducioso Advisors, Inc.

Private

Last Round

VC Round

Sep 27, 2022

Total Funding Raised

$686,000

Company Overview

Fiducioso Advisors, Inc. operates in FinTech and is based in New Jersey. Its latest recorded funding round was a VC Round in September 2022.

Fiducioso Advisors, Inc. is a financial technology company that provides retirement income planning software and optimization tools under the brand name Income Discovery.

Sector

FinTech

Verticals

Wealth Management, Vertical SaaS, Financial Data, Workflow Automation

Business Model

B2B2C

Customer Profile

Usage-Based SaaS, Services & Consulting

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Fiducioso Advisors, Inc. Comparables

Compare Fiducioso Advisors, Inc. with similar companies based on industry and business-model similarity.

Fiducioso Advisors, Inc. comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Income Lab
83%
Covisum
83%
JourneyGuide, Inc.
82%
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Fiducioso Advisors, Inc. Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
VC RoundSep 27, 2022
VC RoundMar 15, 2022
VC RoundAug 25, 2020
AngelMay 14, 2014
AngelJul 3, 2013
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Key People

Founding team and executive leadership

Stacy McDowell

Senior Vice President, Chief Product Officer

Executive Team

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Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 21, 2026

    Monthly visitors increased 35% MoM.

  • May 2, 2025

    Monthly visitors increased 757% from 99 to 848.

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Recent news

Latest coverage and updates

  • launchesOct 9, 2026

    Income Discovery introduces Plan Insights on Oct 9th '26 to turn sophisticated retirement analyses into clear, conversational insights that help advisors explain recommendations to clients.

  • is_developingOct 9, 2026

    Income Discovery continues evolving Plan Insights, whose initial release turns complex retirement plan results into clear, actionable insights that help advisors explain recommendations and support better retirement outcomes.

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Fiducioso Advisors, Inc. Filings

Explore SEC and related filing metadata, where available.

Fiducioso Advisors, Inc. filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Fiducioso Advisors, Inc.'s valuation, stock price, and market status.

Is Fiducioso Advisors, Inc. a public or private company?

Fiducioso Advisors, Inc. is a private company.

What is the current stock price of Fiducioso Advisors, Inc.?

Fiducioso Advisors, Inc. is a private company, so its shares have no public market price. Caplight tracks Fiducioso Advisors, Inc.'s secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Fiducioso Advisors, Inc. worth (valuation)?

Valuation information for Fiducioso Advisors, Inc. is not publicly available.

Can I buy Fiducioso Advisors, Inc. stock?

Fiducioso Advisors, Inc. shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Fiducioso Advisors, Inc.'s last funding round?

Fiducioso Advisors, Inc.'s most recent funding round was VC Round on September 27, 2022.

Who are the main investors in Fiducioso Advisors, Inc.?

Investor information for Fiducioso Advisors, Inc. is not publicly disclosed.

Will Fiducioso Advisors, Inc. IPO soon?

No public IPO plans have been announced for Fiducioso Advisors, Inc..

How can I track Fiducioso Advisors, Inc. secondary market activity?

Caplight tracks bids, offers, and trades in Fiducioso Advisors, Inc.'s shares on secondary markets.

Firmographic Details

HeadquartersNew Jersey
Employee Range12
Year Founded2010
Last FundingSep 27, 2022

Institutional Data Access

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