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CogniCor
CogniCor offers an AI-powered Copilot platform designed to revolutionize the wealth management industry. It addresses the inefficiencies and outdated processes prevalent in the sector, which are…
CogniCor
CogniCor offers an AI-powered Copilot platform designed to revolutionize the wealth management industry. It addresses the inefficiencies and outdated processes prevalent in the sector, which are…
TL;DR
What they do: AI-powered copilot platform (CIRA) for wealth management and financial advisors
Founded: 2019
Headquarters / presence: Palo Alto, CA (US mailing address in Dover, DE) and offshore engineering in Kochi, India
Founders / leadership: Sindhu Joseph (Founder & CEO, PhD) and Rosh Cherian (Co‑Founder & CTO)
Target customers: Wealth management firms, RIAs, broker‑dealers and insurance companies
Company Overview
Problem Domain
Advisor productivity and client engagement inefficiencies in wealth management and financial services
Founded
2019
Industry
Administrative Services
Tech Stack
Funding Track Record
$100,000
Support program participation
$5,000,000
Disclosed material round reported by Dealroom
$941,690
Amount and date reported on company profile data
Investor Signal
“Includes strategic and accelerator investors and at least one strategic individual investor (Ramaswamy Nagappan)”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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