Income Discovery Email Format
Financial ServicesNew Jersey, United States11-50 Employees
Income Discovery is a financial services company based in Liberty Corner, New Jersey. It offers an automated approach to retirement income planning and delivery, aiming to optimize a retiree’s safe spending and potential after-tax bequests through its engine, AIDA. The business targets individuals seeking streamlined, data-driven income strategies, positioning itself in the retirement planning and fintech space with a focus on transforming planning into actionable outcomes. The firm emphasizes a culture of growth for its staff and has announced leadership additions in recent years, including a Chief Sales Officer appointment in 2025, reflecting its ongoing organizational development.