United Income

United Income

United Income is a Washington, DC-based retirement planning services and software provider. The registered investment adviser is a digital platform for households nearing or transitioning into retirement. The technology aims to help retirement-age savers find ways to manage their wealth.United Income listed $746 million in assets under management and more than 750 accounts in an August 2018 filing. Capital One Investing (formerly known as United Income) provides personalized financial planning and wealth management services.

Total funding
~$15M
HQ 🇺🇸
Washington, United States
Year founded
2016
Status
Acquired
People
Matthew Fellowes
Chief Executive Officer
Bill Messer
Senior Vice President
Investors
Capital One
Capital One Growth Ventures
Flourish Ventures
Morningstar
Categories
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