Fiducioso Advisors
Financial Software · New York, United States · 11-50 Employees
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Overview
Headquarters
1375 Broadway Fl 3, New York, New York, ...Phone Number
(917) 740-9190Website
www.incomediscovery.comRevenue
<$5 MillionIndustry
About Fiducioso Advisors
Income Discovery is an intelligent platform designed to simplify the complex process of retirement decumulation for financial professionals. It offers personalized, tax-smart retirement income strategies through its Adaptive Income Discovery Agent (AIDA), enabling advisors to efficiently manage hundreds of clients with customized withdrawal plans. The company primarily serves wealth management firms and retirement plan stakeholders, focusing on enhancing client retention and optimizing income delivery. With over a decade of experience and a significant track record, Income Discovery aims to transform retirement income planning into a streamlined, automated process.Explore more
Fiducioso Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Fiducioso Advisors
<$5M
11-50
Private
-
2010
SM
Stacy McDowellSenior Vice President, Chief Product Officer
Fiducioso Advisors Tech Stack
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Income Discovery is an intelligent platform designed to simplify the complex process of retirement decumulation for financial professionals. It offers personalized, tax-smart retirement income strategies through its Adaptive Income Discovery Agent (AIDA), enabling advisors to efficiently manage hundreds of clients with customized withdrawal plans.... Read More
