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Income Discovery

Income Discovery

AI-optimized retirement paychecks: for a full and rich retirement

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Min Investment
No. Investors

Company Description

Our first solution is one-click optimization powered by our AI engine, AIDA.

Key Deal Facts

Uses AI to deliver personalized retirement income solutions
Institutional client base (wealth management firms & others)
As of 12/31/21, over 120,000 retirees serviced with 103B+ in assets
Bootstrapped over 11 years and validated with two large enterprises
Current contracted minimum ARR is $3.1 million
CEO: former FinTech Executive at Citigroup and Bank of America

Management Team / Advisory Board Bios

Stephan Granitz
Chief Analytics Officer; Former Sr. Intelligence Analyst, U.S. Army

Elias Zaretsky
Chief Technology Officer; Former Architect at Verizon Enterprise Cloud and Nokia

Stacy McDowell
Chief Product Officer; Former VP, Retirement Product at E*TRADE

Rakesh Kaul
Investor & Strategic Advisor; Former CEO, Hanover Direct; Former Advisor, The Carlyle Group

Shankar Iyer
Investor & Strategic Advisor; CEO, Intertrust; Former Founder & CEO, Viteos

Roger Ochs
Investor & Strategic Advisor; Former CEO, HD Vest

Shaun Mathews
Investor & Strategic Advisor, Former Sr. MD, Voya Investment Management

William Eagan
Investor & Strategic Advisor; Former Sr. Investment Banker

V. Chandy
Investor & Strategic Advisor; Former Sr. Partner of Strategy& PwC
Amount Raised : $14,450
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