We help advisors and their clients create a shared vision of the future. “Co” means joint or shared, and “visum” means vision or mental image; Covisum thus means shared vision. Expert Support – You can get us on the phone, email or chat and we’ll help you with software or subject matter questions. Prefer to self-solve? Search our knowledge base for robust documentation and explainer videos 24-hours a day. Actionable Client Reports – Created by an advisor, for advisors, our reports have client-friendly graphics and show the value you add. Nearly 1 million lives have been impacted by reports generated through our systems. Growth-Oriented – Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription. Try, buy and grow! Step 1: Try the software for free and see the value. Step 2: Subscribe and unlock branding capabilities and gain access to marketing materials. Step 3: Tailor your tech stack and add a growth engine! Guarantee: No contract required.
View Top Employees from CovisumWebsite | http://covisum.com/ |
Revenue | $2 million |
Funding | $150000 |
Employees | 10 (10 on RocketReach) |
Founded | 2016 |
Address | 444 Regency Parkway Dr. Suite 201, Omaha, Nebraska 68114, US |
Phone | (877) 844-7213 |
Technologies |
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Industry | Financial Services, Software General, Software |
Competitors | Diona, Hacon, KOHO, SOLTECH, SpendMap |
SIC | SIC Code 737 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 541 Companies, NAICS Code 5415 Companies, NAICS Code 54151 Companies, NAICS Code 54 Companies, NAICS Code 541511 Companies |
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The Covisum annual revenue was $2 million in 2024.
10 people are employed at Covisum.
Covisum is based in Omaha, Nebraska.
The NAICS codes for Covisum are [541, 5415, 54151, 54, 541511].
The SIC codes for Covisum are [737, 73].