IncomeConductor
Financial Software · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
100 Constitution Plz Ste 700, Hartford, ...Phone Number
(860) 969-3672Website
www.incomeconductor.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About IncomeConductor
WealthConductor LLC was co-founded in 2017 by CEO Sheryl O'Connor along with partners Phil Lubinski, CFP®, and Tom O'Connor to develop retirement planning software called IncomeConductor focused on the advisor space. The company is passionate about providing an income distribution strategy that serves the needs of enterprise firms and financial advisors in meeting the challenges they face in service to their clients. Our revolutionary retirement income software provides a complete suite of support to financial advisors who want to re-define their value proposition as retirement income professionals and provide a time-tested income distribution strategy to their clients that is completely customized to their individual needs and goals. We partner with our community of advisors to continuously enhance our technology and supporting program to help them succeed in the income distribution market.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2009
Company Profile Activity
Activity Insights
IncomeConductor is experiencing very low activity levels compared to other companies in the Software sector.
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IncomeConductor Tech Stack
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IncomeConductor News & Media
IncomeConductor and Varney Agency Announce Unique Offering for Financial Advisors: Receive Premium Credits on Error & Omissions and Cyber Liability Policies
First-of-its-kind premium provides insurance break for advisors and broker dealers using IncomeConductor to create and manage retirement plans for their clients First-of-its-kind premium provides insurance break for advisors and broker dealers using IncomeConductor to create and manage retirement plans for their clientsIncomeConductor Announces Advisory Board with Veterans from JP Morgan, BNY Mellon, Nationwide and 3D Asset Management
Board aimed at guiding the retirement-focused FinTech firm through strategic growth Board aimed at guiding the retirement-focused FinTech firm through strategic growth
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WealthConductor LLC was co-founded in 2017 by CEO Sheryl O'Connor along with partners Phil Lubinski, CFP®, and Tom O'Connor to develop retirement planning software called IncomeConductor focused on the advisor space. The company is passionate about providing an income distribution strategy that serves the needs of enterprise firms and financial adv... Read More
