Company

Cloudvisor Wealth Inc.

It Services And It Consulting Mississauga, Ontario, Ca 6 employees

Employees: 6
Contacts: 2
Emails: 2
Phones: 1

cloudvisorwealth.com LinkedIn

Cloudvisor Wealth Inc. Overview

Headquarters: Mississauga, Ontario, Ca
Website: cloudvisorwealth.com
Industry: It Services And It Consulting
Employees: 6
Founded: 2019
NAICS: Computer Systems Design and Related Services

Other Computer Related Services

Keywords

Goal Based Advice Tax Optimization Rapid Customization Process Transformation Digital Operations Bionic Advisor Cloud-Based Fully Customizable Automated Asset Location Tax-loss Harvesting Increase Tax Alpha

About Cloudvisor Wealth Inc.

Cloudvisor Wealth is a North American fintech leader dedicated to empowering financial advisors and planners through transformative technology. Its flagship platform, DigitalAssociate™, is a next-generation, fully interoperable solution that integrates the entire enterprise services suite, covering client engagement, portfolio services, trading, and enterprise operations. By reducing expenses by up to 60%, enhancing productivity, and enabling advisors to focus on revenue-generating activities, DigitalAssociate™ empowers firms to increase valuations and deliver superior client outcomes.

Cloudvisor Wealth Inc. Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Cloudvisor Wealth Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Mitch Benton		Phoenixville, Pennsylvania, United States	Email
Matthew Bosrock	C-suite Global Executive - CEO - Financial Services - Capital Markets - Data and Analytics - Saas - Fintech - Private Equity - Advisor - Board Member	United States	Email Phone
Brian "Fitz" J. Fitzgerald	CEO - Wealthtech - Scale Innovation Across Investment Services	Greater Philadelphia, United States	View