Morningstar, Inc., which bought HelloWallet for $52.5 million in 2014, owns between 25% and 50% of United Income, as does Fellowes, according to SEC filings. (None of those charges include the underlying costs of the ETFs United Income puts your money in. But in contrast to competitor Personal Capital, a member of the Forbes Fintech 50, United Income won’t allow you to link online to your retirement and investment accounts. United Income, he said, tests all those market possibilities against varying individualized “life outcomes” and spending patterns, leading to millions of simulations. United Income allocates money in buckets.

Source: Forbes September 11, 2017 15:45 UTC