Income Lab
Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab was named “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expo, was the “Highest-Rated Retirement Distribution Planning Tool” in the 2023 T3/Inside Information Advisor Software Survey, and was named a “Stand Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”.
7-day free trial · no credit card
Verified contacts
31
available on Kipplo
LinkedIn employees
36
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
3
tools in use
Monthly traffic
99
organic / mo
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Decision-makers and verified team members
31 contacts with verified email or phone · masked until revealed.
- DA
Dave Agostine
Member Board of Directors · General Business & Management
EmailPhone - TG
Taylor Gorjiyan
Head of Enterprise Relationships · Sales & Business Development
EmailPhone - JB
Jeff Bauer
Account Management · Sales & Business Development
EmailPhone - ET
Evan Trinidad
Account Manager · Sales & Business Development
EmailPhone - MR
Monty Riggs
Enterprise Operations Specialist · Operations
EmailPhone - SK
Shelby Keller
Marketing Associate · Advertising & Marketing
EmailPhone - JP
Johnny Poulsen
CEO · Other
EmailPhone - JF
Justin Fitzpatrick
Co-founder & CIO · Other
EmailPhone - MY
Mawukle Yebuah
Chief Experience Officer at Income Lab · Other
EmailPhone
Showing 9 of 31 verified contacts
Top roles at Income Lab
22 distinct titles indexed · top 10 shown.
- 5account manager
- 3sales specialist
- 2()
- 1account management
- 1account manager team lead
- 1board member
- 1ceo
- 1chief experience officer at income lab
- 1chief revenue officer
- 1chief technology officer
- +12more titles
Sign up to unlock all 31 contacts at Income Lab
Free for 7 days · 50 credits · no card · only pay for verified records.
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Trusted by sales, marketing, and GTM engineering teams.