Financials & Unit Economics
Pricing, revenue projections, funding, and competitive pricing
Suite Price
$$189/mo/mo
$$1,850/yr ($154.16/mo equivalent)/yr
Estimated CAC
$350-$600
Blended across channels
Estimated LTV
$4,300-$5,200
$1,850 ACV x ~28 month average lifetime (at 3.5% annual churn estimate)
LTV:CAC Ratio
~10:1
Income Lab Pricing
Suite
$$189/mo/mo
or $$1,850/yr ($154.16/mo equivalent)/yr
Trial: $$20 for first 30 days, then standard pricing/30-day
Team (Annual)
$$1,717.20/seat/yr/seat
Small team (2-9): $$1,609.20/seat/yr/seat
Large team (10+): $$1,501.20/seat/yr
Standalone Products
life hub$49/mo
social security optimizernull
tax lab$139-$159/mo (shown on product page)
Competitor Pricing Comparison
| Competitor | Pricing Model | Est. Annual | Trial |
|---|---|---|---|
 Income Lab (Suite) | $189/mo or $1,850/yr | $1,850 | $20/30-day |
 RightCapital | $125-140/user/mo (may be discontinued/renamed) (basic) | ~$1,800-2,520/yr for Premium | 14-day free trial (post-demo, not self-serve) |
 eMoney Advisor (Fidelity) | Quote-based, not publicly listed | $3,500+/year ($300+/mo) | Free trial, no credit card required |
 MoneyGuidePro (Envestnet) | Quote-based, a la carte (extra for add-on features) | -- | Unknown |
 Covisum | -- | -- | 10-day free trial for all tools |
 Income Solver (Retiree Inc. / T. Rowe Price) | -- | -- | -- |
 Income Discovery | -- | -- | -- |
 FP Alpha | -- | -- | -- |
Revenue Growth Potential
estimated new arr conservative
$1.06M
estimated new arr optimistic
$2.69M
estimated investment required
$305K-$600K/yr
cetera activation potential
$444K-$1.1M ARR
Funding History
2021
Seed
$1.7M
likely
null
Series A
$13.8M -- Motive Partners
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