Income Lab
PrivateLast Round
Seed
Oct 21, 2026
Total Funding Raised
$10.8M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Income Lab operates in FinTech and is based in Golden, Colorado. Its latest recorded funding round was a Seed round in October 2026.
Income Lab is a fintech company that provides financial advisors with software for ongoing retirement income management and client engagement.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Income Lab Comparables
Compare Income Lab with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| WealthConductor LLC | 88% | |
| Covisum | 88% | |
| RightCapital | 87% |
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Income Lab Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 21, 2026 | ||||
| Series A | Jan 28, 2025 | ||||
| Seed | Jul 11, 2023 | ||||
| Seed | Apr 13, 2022 | ||||
| Seed | Sep 8, 2021 | ||||
Seed | Dec 29, 2020 |
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Key People
Founding team and executive leadership
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Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 21, 2026
$1.25M raised in Seed round.
- Jan 28, 2025
Raised $4M in Series A funding.
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Recent news
Latest coverage and updates
- attends_eventOct 6, 2026
Income Laboratory, Inc. is among the past winners of XYPN’s annual AdviceTech Competition at the XYPN LIVE conference.
- launchesSep 10, 2026
Income Laboratory, Inc. launches Withdrawal Optimizer, a tool that helps advisors determine which accounts and holdings fund unexpected client withdrawals while assessing withholding, estimated tax payments, and effects on clients’ plans, taxes, and Medicare premiums; it is available to Income Lab Pro subscribers within Penny in Colorado on Sep 10th '26.
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Income Lab Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Income Lab's valuation, stock price, and market status.
Is Income Lab a public or private company?
Income Lab is a private company.
What is the current stock price of Income Lab?
Income Lab is a private company, so its shares have no public market price. Caplight tracks Income Lab's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Income Lab worth (valuation)?
Valuation information for Income Lab is not publicly available.
Can I buy Income Lab stock?
Income Lab shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Income Lab's last funding round?
Income Lab's most recent funding round was Seed on October 21, 2026.
Who are the main investors in Income Lab?
Investor information for Income Lab is not publicly disclosed.
Will Income Lab IPO soon?
No public IPO plans have been announced for Income Lab.
How can I track Income Lab secondary market activity?
Caplight tracks bids, offers, and trades in Income Lab's shares on secondary markets.