"With Cloudvisor's DigitalAssociate solution, we can now deliver private banking level wealth management services at scale so we can profitably target everyday investors." DigitalAssociate is an algorithmically-driven next generation practice management solution providing human quality digital advisory and service capabilities. Unlike current practice management solutions which provide information to advisors to do their job, DigitalAssociate's algorithms DO the work for advisors replacing associates and assistants. With DigitalAssociate, firms are able to deliver 30-50% higher after-tax returns for all investors, achieve 4X higher advisor productivity, and lower operating costs by 60% or more. It is the only solution in market today that helps advisors target mass-affluent investors with personal, high quality advice at the scale and convenience of robo-advisors.
View Top Employees from Cloudvisor Wealth Inc.Website | http://cloudvisorwealth.com |
Revenue | $5.9 million |
Employees | 6 (6 on RocketReach) |
Founded | 2016 |
Address | 5431 Planter's Wood Court, Mississauga, Ontario L5M 5V6, CA |
Technologies |
JavaScript,
HTML,
Nginx
+8 more
(view full list)
|
Industry | IT Services and IT Consulting, Business Services General, Business Services |
Competitors | Quarry Wealth Management, Stonebrooke Private Wealth Management |
SIC | SIC Code 87 Companies, SIC Code 73 Companies, SIC Code 874 Companies, SIC Code 736 Companies |
NAICS | NAICS Code 56 Companies, NAICS Code 56111 Companies, NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 561 Companies |
Looking for a particular Cloudvisor Wealth Inc. employee's phone or email?
The Cloudvisor Wealth Inc. annual revenue was $5.9 million in 2024.
Matthew Bosrock is the Interim Chief Executive Officer of Cloudvisor Wealth Inc..
6 people are employed at Cloudvisor Wealth Inc..
Cloudvisor Wealth Inc. is based in Mississauga, Ontario.
The NAICS codes for Cloudvisor Wealth Inc. are [56, 56111, 561110, 5611, 561].
The SIC codes for Cloudvisor Wealth Inc. are [87, 73, 874, 736].