United Income is a financial technology company focused on addressing the needs of households that are approaching, transitioning into, or in retirement. Utilizing new technology and a unique, highly personalized approach to planning, United Income provides a one-stop solution for retirement planning, long-term asset management, and everyday financial services over a multi-decade timeframe. Its mission is to help its members realize more of their retirement dreams and enjoy greater peace of mind about the future.

United Income’s digital advisory service helps individuals build a personalized retirement plan and low-cost investment portfolio. The platform calculates how much a household can safely spend each month in retirement, and then automatically disburses a “paycheck” that pulls funds from an optimized mix of available assets. Live financial advisors also provide consultation services.

SECTOR
For-profit
GEOGRAPHIC FOCUS
United States
INVESTMENT LEAD
Tilman Ehrbeck
GOVERNANCE ROLE
Board Observer