CogniCor | AI for Financial Advisors logo — The AI Intelligence Layer for the Wealth Management Industry

CogniCor | AI for Financial Advisors

The AI Intelligence Layer for the Wealth Management Industry

Founded 2018 United States Palo Alto, United States 59 employees Seed Total: $5.78M AI, Fintech +3

General Information

Company Name CogniCor | AI for Financial Advisors
Founded Year 2018
Location United States Palo Alto, United States
Employees 59
Industries AI, Fintech, Insurtech +2
Funding Stage Seed
Business Model B2B, SaaS, API
Revenue Model Subscription, Usage Based, Service Fee

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About CogniCor | AI for Financial Advisors

CogniCor, founded in 2018, positions itself as a transformative player in the financial services sector. Branded as "The Intelligence Layer for Wealth Management," CogniCor's platform leverages Generative AI to enhance growth, efficiency, and service outcomes in wealth management. It has successfully integrated AI and Machine Learning technologies to reinvent traditional practices in the Fintech, Insurtech, and Wealth Management industries.

Headquartered in the United States, CogniCor has positioned itself to capitalize on the evolving needs of financial institutions. Its latest funding round was a Seed investment concluded on 01 June 2022. While specific details about investors remain undisclosed, the company’s ongoing innovation denotes a solid reputation attracting interest from stakeholders seeking future-oriented ventures.

Overall, CogniCor represents a potent opportunity for venture capitalists aiming to invest in technologies that promise to redefine financial advisory services.

Taxonomy: Generative AI, AI Advisor Copilot, Wealth Management, Enterprise SaaS, Digital Assistant, Conversational AI, Natural Language Processing, Insurtech, Digital Transformation, Enterprise Virtual Assistant, Knowledge Management

Services & Products

AI-Powered Insights and Actions
Automated Efficiency in Advisory Workflows
AdvisorIQ Module for Business Analysis
Real-Time Opportunity Detection
Meeting Transcription and Analysis
Automated Client Communication
Seamless Integration with Existing Tech Stack

Target Customers

Wealth Financial Advisors Home Offices RIA Firms Broker-Dealers Large Advisory Firms

Funding Rounds & Investors (12)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Undisclosed -
01 Jun 2022
Late VC $5.00M 1
Morgan Stanley Expansion Capital
01 Mar 2021
Round Undisclosed -
01 Oct 2020
Seed $100.00K 1
OnRamp Insurance Accelerator
01 May 2020
Support Program Undisclosed 1
MassChallenge
01 Dec 2019
Convertible Note Undisclosed -
01 Sep 2017
Seed Undisclosed 1
Lánzame Capital
01 May 2014
Early VC Undisclosed 1
Mola Capital
01 Sep 2013
Early VC €600.00K -
01 May 2013
Grant €80.00K -
01 Oct 2012

View All 12 Funding Rounds

CogniCor | AI for Financial Advisors Alternatives & Competitors

View All Alternatives
CogniCor | AI for Financial Advisors vs
Praktikant, Inc
Praktikant, Inc United States

Operative AI for Independent RIAs

Pre-Seed
10 employees
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CogniCor | AI for Financial Advisors vs
DAIZY
DAIZY United States

Compliant AI-powered investment communications, from fund reporting to portfolio storytelling and sa...

Pre-Seed
38 employees
AI, Crypto
CogniCor | AI for Financial Advisors vs
Got It AI
Got It AI United States

Enterprise class ChatGPT-like bots with ELMAR models. Available as standalone products and as secure...

Series A
80 employees
AI, Mobile

FAQ About CogniCor | AI for Financial Advisors

The AI Intelligence Layer for the Wealth Management Industry
CogniCor | AI for Financial Advisors was founded in 2018.
CogniCor | AI for Financial Advisors is headquartered in Palo Alto, United States.
CogniCor | AI for Financial Advisors operates in AI, Fintech, Insurtech, Wealth Management and Machine Learning. Its work centres on Generative AI, AI Advisor Copilot, Wealth Management and Enterprise SaaS. Its customers include Wealth Financial Advisors, Home Offices and RIA Firms.
CogniCor | AI for Financial Advisors has a B2B, SaaS and API business model. Its revenue comes from Subscription, Usage Based and Service Fee.
CogniCor | AI for Financial Advisors has approximately 59 employees.
CogniCor | AI for Financial Advisors has completed 12 funding rounds, raising a total of $5.78M. The latest funding stage is Seed.
CogniCor | AI for Financial Advisors offers: AI-Powered Insights and Actions, Automated Efficiency in Advisory Workflows, AdvisorIQ Module for Business Analysis, Real-Time Opportunity Detection, Meeting Transcription and Analysis, Automated Client Communication, Seamless Integration with Existing Tech Stack.
Top alternatives and competitors to CogniCor | AI for Financial Advisors include Praktikant, Inc, DAIZY, Got It AI, Pryon, OnFinance AI. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
CogniCor | AI for Financial Advisors and Praktikant, Inc are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for CogniCor | AI for Financial Advisors, https://bouncewatch.com/company/cognicor, updated 20 July 2026. When citing, please name BounceWatch and link this page.

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