• November 12, 2019

    WealthConductor LLC Named Marcum Tech Top 40 Finalist

    The Connecticut Technology Council (CTC) and Marcum LLP recently announced finalist companies in the 2019 Marcum Tech Top 40, an annual recognition of the fastest growing technology companies in Connecticut. WealthConductor LLC was named as one of the 40 finalists and is one of two companies in the “early stage” category....

  • March 08, 2019

    IncomeConductor takes first place at Quesnay FFiT Fintech Competition

    Quesnay, Inc., a women-led consultancy hosted its 3rd annual Female Founders in Technology event that marries support for diversity and innovation into one, with this year’s focus was on the FinTech space. The competition recognizes and supports women-led startups and awards them with money, mentorship, education, and introductions to...

  • December 19, 2018

    Raymond James Integrates with IncomeConductor

    WealthConductor is proud to announce that our data connectivity integration with the Raymond James advisor platform is live. Through the new integration, Raymond James advisors can connect their client accounts and holdings directly to their IncomeConductor income plans. Every day, Raymond James client account and underlying position values will...

  • September 17, 2018

    The American College Welcomes IncomeConductor RICP Content

    On September 11th, 2018, WealthConductor Co-Founders Sheryl O’Connor and Phil Lubinski traveled to The American College of Financial Services and spent the day recording video content for use in the Retirement Income Certified Professional (RICP)® designation curriculum. This trip represented a unique opportunity for the time-segmented income methodology and...

  • September 01, 2018

    IncomeConductor Becomes FPA FinTech Sponsor

    We are proud to announce that WealthConductor LLC has become a Financial Planning Association (FPA) national sponsor for 2018/2019! We’re excited to support an organization that supports planners from across the country in their efforts to serve their clients while enhancing their personal and professional growth. As a fintech...

  • April 24, 2018

    Orion Advisor Services Integrates with IncomeConductor

    IncomeConductor is proud to announce that we have successfully completed our integration with Orion Advisor Services! Our Orion integration allows advisors to link their clients’ accounts and sleeved models directly into IncomeConductor plan segments in one easy step. Orion users can simply call up the Orion connection in the...

  • March 20, 2018

    Trust Company of America Integrates with IncomeConductor

    We are proud to announce that IncomeConductor now has a direct integration into Trust Company of America! The new TCA integration allows advisors to use their Rep ID to link client accounts directly into retirement income plans on IncomeConductor. Users no longer need to provide their client’s credentials to...

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