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FinTech that brings retirement dreams to life

FinTech that brings retirement dreams to life

United Income is a money management solution for retirees that strives to be both holistic and cost-efficient. Our technology studies millions of different combinations of future life, market, and benefit outcomes with the goal of finding the optimal set of financial decisions for each of our members. Using this technology, we are able to offer personalized advice on everything from investment allocations to Social Security claiming to tax planning.

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Ben Meirowitz

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Andrew Vincent

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Matt Fellowes

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Founder and CEO of @UnitedIncome, Founder and former CEO of @HelloWallet (acquired by Morningstar), Former Morningstar CIO, Former Brookings Institution Fellow

David Wolfand

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VP of Engineering at United Income
Total raised

$21.5M

Funded over

4 rounds

Latest round

Acquired (Jul 2019)