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 monitoring
and management, 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 · CL-Media Relations, LLC

[email protected] +1 847-507-2229

Richard Chimberg

Partner · CL-Media Relations, LLC

[email protected] +1 847-507-2229
Meet the founders

Justin Fitzpatrick

CHIEF INNOVATION OFFICER

Before co-founding Income Lab, Justin spent ten years in financial services sales, distribution, and management. He led teams in advanced financial planning and portfolio strategy, managed development of financial technology tools, and designed and executed strategies to enter new markets. Prior to his work in…

Johnny Poulsen

CHIEF EXECUTIVE OFFICER

Johnny has spent over 20 years in financial services sales, distribution, and executive management. He has led large teams across a wide range of disciplines including external, internal and hybrid sales; recruiting and training; portfolio strategy; market research; advanced planning; and digital distribution strategy….

Start now with a Demo

The first truly dynamic retirement
planning technology.

Schedule a demo