Fundraising Fox

Income Laboratory

Golden, US · Founded 2020 · Delaware corporation

Find your way into Income Laboratory

282 people in our graph share verified history with the Income Laboratory team — schools, employers, funds. One of them is your warm intro.

Line Jacobsenunlockedknows Johnny Poulsen · together at Syddansk Universitet - University of Southern Denmark (overlapped)
×6knows the team · via Queen Mary University of London
×4knows the team · via Universidad de Sevilla
knows the team · via Syddansk Universitet - University of Southern Denmark

Founders & leadership

JFJustin Fitzpatrick
Justin FitzpatrickinExecutiveJustin Fitzpatrick co-founded Income Lab, which develops financial planning software for advisors, and previously spent a decade in financial services leading teams on planning and portfolio strategy before teaching for seven years at MIT, Harvard, Queen Mary University of London, and UCLA. He holds CFA and CFP certifications.
JP
Johnny PoulseninExecutiveJohnny Poulsen is Executive Officer and Director of Income Laboratory, a SaaS platform for retirement income planning that he co-founded with Justin Fitzpatrick.

Board

JM
James MulvihillBoard director
RP
Robert PinkertonBoard director
DA
David AgostineBoard director

Reported raises · per SEC filings

Form D private placements

$8.4M disclosed across 5 rounds · 2020–2025

$3.8MraisedApr 2025 · 26 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • James MulvihillDirector
  • Justin FitzpatrickExecutive Officer, Director
  • Robert PinkertonDirector
  • Johnny PoulsenExecutive Officer, Director
  • David AgostineDirector
Offering amount
$5M
Amount sold
$3.8M
First sale
Jan 2025
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$550.2KraisedJul 2023 · 6 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Robert PinkertonDirector
  • Johnny PoulsenDirector
  • Justin FitzpatrickExecutive Officer, Director
  • David AgostineDirector
Offering amount
$3M
Amount sold
$550.2K
First sale
Jun 2023
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$1.9MraisedApr 2022 · 9 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Robert PinkertonDirector
  • Johnny PoulsenExecutive Officer, Director
  • Justin FitzpatrickExecutive Officer, Director
Offering amount
$3.2M
Amount sold
$1.9M
First sale
Mar 2022
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$1.7MraisedJul 2021 · 12 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Robert PinkertonDirector
  • Johnny PoulsenExecutive Officer, Director, Promoter
  • Justin FitzpatrickExecutive Officer, Director, Promoter
Offering amount
$1.7M
Amount sold
$1.7M
First sale
Dec 2020
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$500KraisedJul 2020 · 10 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Johnny PoulsenExecutive Officer, Director, Promoter
  • Justin FitzpatrickExecutive Officer, Director, Promoter
Offering amount
$500K
Amount sold
$500K
First sale
May 2020
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Frequently asked questions

How much funding has Income Laboratory raised?
Income Laboratory has disclosed $8.4M raised across 5 rounds.
Where is Income Laboratory headquartered?
Income Laboratory is headquartered in Golden, US.