FinovateFall 2017 / United Income

Presenter Profile:

How they describe themselves: United Income is an independent money management solution that helps its members their financial needs. Traditional money management approaches reflect a long-passed world when human life was briefer, technology more limited, and our lives more local. This outdated system needs to be revolutionized. Our unique approach reflects a deeply held belief that financial decisions are interconnected, and that new data and technology allows us to observe and understand these relationships in ways that have not been possible before. We use this unique understanding to extend the life and vibrancy of money to complement the innovations that have extended human life.

How they describe their product/innovation: We invented a money management solution that aims to extend the life and potential of money to complement the innovations that have extended human life. Our solution focuses not only on market dynamics, but individual decisions and possible future life events that can affect financial outcomes. We track changes in health, markets, and priorities to continually update and rebalance investments and financial plans to optimize our members chance of financial success regardless their stage of life. Every member also receives a budget; and United Income will initiate monthly withdrawals from investment accounts so retired members can receive a “paycheck” every month, just like when they were working.

Product distribution strategy: Direct to Consumer (B2C), direct to Business (B2B), through financial institutions


Bus. Dev. & Press: Elizabeth Kelly, Chief of Staff,, 855-215-3032

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