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Covisum logo — We're passionate about improving lives through better retire...

Covisum

We're passionate about improving lives through better retirement decisions. #fintech

Founded 2016 United States Omaha, United States 10 employees Financial Services, Fintech

General Information

Company Name Covisum
Founded Year 2016
Location United States Omaha, United States
Employees 10
Industries Financial Services, Fintech
Social

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About Covisum

Covisum is a financial technology startup founded in 2016 with the slogan "We're passionate about improving lives through better retirement decisions." They offer solutions targeted at financial advisors and their clients, aiming to create a shared vision of the future. Covisum provides expert support through various channels and offers actionable client reports with client-friendly graphics, impacting nearly 1 million lives. Their growth-oriented approach is reflected in the provision of practice management and marketing resources aligned with the subscription. Covisum operates on a try, buy and grow model, allowing interested parties to first try their software for free, then subscribe to unlock branding capabilities and access marketing materials. No contract is required, giving users the flexibility to tailor their tech stack and add a growth engine. As of now, there is no public information available about their latest investment or investors. Based in the United States, Covisum presents an innovative approach to fintech solutions for the financial services industry.

Taxonomy: Retirement planning, Financial advisory, Client reports, Practice management, Marketing resources, Software as a service, Retirement income planning, Social Security benefits, Income planning tools, Continuing education, Customer support, Growth-oriented, Subscription-based, Financial technology

No funding data available for Covisum yet.

Covisum Alternatives & Competitors

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Covisum vs
RightCapital
RightCapital United States

Financial planning software done right

Series A
155 employees
Financial Services, Fintech
Covisum vs
B.O.S.S. Retirement Solutions
B.O.S.S. Retirement Solutions United States

Your Retirement. Your Way.

52 employees
Financial Services, Fintech
Covisum vs
Montgomery Financial, LLC
Montgomery Financial, LLC United States

Investing today for a better tomorrow

Equity Crowdfunding
13 employees
Finance, Financial Services
View all alternatives

FAQ About Covisum

We're passionate about improving lives through better retirement decisions. #fintech
Covisum was founded in 2016.
Covisum is headquartered in Omaha, United States.
Covisum operates in Financial Services and Fintech. Its work centres on Retirement planning, Financial advisory, Client reports and Practice management.
Covisum has approximately 10 employees.
Top alternatives and competitors to Covisum include RightCapital, B.O.S.S. Retirement Solutions, Montgomery Financial, LLC, intelliflo, SmartPath. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Covisum and RightCapital 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 Covisum, https://bouncewatch.com/company/covisum, updated 28 October 2024. When citing, please name BounceWatch and link this page.

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