About Us

Income Lab is the first provider of truly dynamic retirement planning software for investment advisors.

Established in 2018, Income Lab’s mission is to
revolutionize retirement planning with advanced
research, deeper insights, and real-time plan monitoring, to help people live retirement
with confidence.

Looking for more information?

Income Lab lives at the intersection of technology, research, and practice. For more information on our products, the ideas and ongoing research behind them, and our focus on client communication and engagement, please connect with us and follow us on LinkedIn, Twitter (@WeAreIncomeLab), and Facebook.

For press/media inquiries, please contact:

Margaret Kirch Cohen

Partner · Newton Park PR, LLC

[email protected] +1 847-507-2229

Richard Chimberg

Partner · Newton Park PR, LLC

[email protected] +1 617-312-4281
Meet the founders

Justin Fitzpatrick


Before co-founding Income Lab, Justin spent over 15 years in financial services. Justin has led teams in advanced financial planning and portfolio strategy, managed development of financial technology tools, and designed and executed strategies to enter new markets.

Johnny Poulsen


Prior to co-founding Income Lab, Johnny spent over 20 years in financial services distribution and executive management. He has led large teams focusing on income, trust, and legacy planning, portfolio strategy, market research, and digital distribution.

Start now with a Demo

The first truly dynamic retirement
planning technology.