Fundraising FoxIncome Laboratory
Golden, US · Founded 2020 · Delaware corporation
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Founders & leadership
JF
Justin FitzpatrickExecutiveJustin 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 PoulsenExecutiveJohnny 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 TechnologyRule 506(b)
▶$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
▶$550.2KraisedJul 2023 · 6 investors · Other TechnologyRule 506(b)
▶$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
▶$1.9MraisedApr 2022 · 9 investors · Other TechnologyRule 506(b)
▶$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
▶$1.7MraisedJul 2021 · 12 investors · Other TechnologyRule 506(b)
▶$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
▶$500KraisedJul 2020 · 10 investors · Other TechnologyRule 506(b)
▶$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
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.