# INCOME DISCOVERY

INCOME DISCOVERY is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** incomediscovery.com
- **LinkedIn:** https://www.linkedin.com/company/income-discovery

## Regulatory record

- **CRD number:** 157342
- **SEC file number:** 801-72319
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157342

## About

Income Discovery is an intelligent retirement income platform built by financial professionals for financial professionals. It provides the Adaptive Income Discovery Agent (AIDA) to deliver personalized, tax-smart retirement income strategies at scale. The firm bridges the gap between retirement planning and retirement income execution for advisors and wealth management firms.

## People

- Manish Malhotra — Founder, President & CEO
- Stephan Granitz — Chief Analytics Officer
- Stacy McDowell — Chief Product Officer and Chief Compliance Officer
- Elias Zaretsky — Chief Technology Officer
- Rakesh K. Kaul — Chairman of the Board

## Questions

### Who runs investment decisions at Income Discovery?

No named principal or investment committee member is publicly associated with Income Discovery. The firm does not list any professionals on its website or in any public directory. Decision-making authority remains undisclosed.

### How does Income Discovery source proprietary deal flow?

Income Discovery has not described its deal-sourcing model. Without a website, press mentions, or conference participation, there is no public information about collaboration with advisors, placement agents, or other intermediaries. Deal flow remains opaque.

### Does Income Discovery participate in fund commitments or only direct deals?

Income Discovery has not disclosed whether it makes fund commitments, direct investments, or co-investments. No transaction records or filings exist in available databases to indicate its investment vehicle preference. The firm's activity is entirely unobserved.

### What investment stages does Income Discovery typically target?

Income Discovery has not specified any target investment stages. There are no references to venture, growth, buyout, credit, or other stages in any public source. Stage preference is unknown.

### Which sectors does Income Discovery explicitly avoid?

Income Discovery has not published any sector exclusions. Without disclosed portfolio holdings or investment themes, it is impossible to determine sector preferences or avoidance. The firm's strategy remains undefined.

## Related profiles

- [Genesis Investors Management LLC](https://altss.com/profile/genesis-investors-management-llc)

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Last updated: 2026-08-11T15:07:05.535Z

Canonical page: https://altss.com/profile/income-discovery

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