What is CogniCor | AI for Financial Advisors's NAICS code?

CogniCor | AI for Financial Advisors's NAICS code is 5112 (Software Publishers).

Insights

Strategic AI Adoption CogniCor's focus on AI-driven solutions for financial advisors presents a compelling opportunity to target wealth management firms seeking to leverage generative AI to automate routine tasks and enhance decision-making capabilities.

Expanding Platform Portfolio The recent launch of an enhanced Wealth Copilot platform and digital assistants indicates ongoing product development, making it ideal to promote integration services and customized AI solutions to firms aiming to modernize their advisory workflows.

Notable Partnerships CogniCor’s collaborations with major firms like Charles Schwab and Sequoia Financial Group highlight a strong industry endorsement, opening avenues to approach similar large RIAs and fintech partners interested in automating client engagement and operational tasks.

Awards and Recognition Receiving multiple industry awards in 2023 bolsters CogniCor’s credibility and positions it as a leader in wealth management technology, providing sales leverage when engaging prospects valuing proven, award-winning fintech innovations.

Market Expansion With a revenue range of $10M to $25M and recent strategic alliances, CogniCor is positioned for growth, making it a promising candidate for additional collaboration opportunities with firms actively seeking cutting-edge AI solutions to stay competitive.

Similar companies to CogniCor | AI for Financial Advisors

CogniCor | AI for Financial Advisors Tech Stack

CogniCor | AI for Financial Advisors uses 8 technology products and services including Microsoft Power Automate, Varnish, Wix, and more. Explore CogniCor | AI for Financial Advisors's tech stack below.

Microsoft Power Automate
Build Automation
Varnish
Caching
Wix
Content Management System
Envoy
Load Balancers
Microsoft Azure
Platform As A Service
JavaScript
Programming Languages
C
Programming Languages
X-Content-Type-Options
Web & Portal Technology

Media & News

CogniCor | AI for Financial Advisors's Email Address Formats

CogniCor | AI for Financial Advisors uses at least 1 format(s):

CogniCor \| AI for Financial Advisors Email Formats	Example	Percentage
First.Last@cognicor.com	John.Doe@cognicor.com	48%
First@cognicor.com	John@cognicor.com	42%
First.Middle@cognicor.com	John.Michael@cognicor.com	6%
F.Last@cognicor.com	J.Doe@cognicor.com	4%

Frequently Asked Questions

Where is CogniCor | AI for Financial Advisors's headquarters located?

CogniCor | AI for Financial Advisors's main headquarters is located at Palo Alto, California 94306 United States. The company has employees across 3 continents, including AsiaNorth AmericaEurope.

What is CogniCor | AI for Financial Advisors's phone number?

You can contact CogniCor | AI for Financial Advisors's main corporate office by phone at

+34-661-25-9****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CogniCor | AI for Financial Advisors's official website and social media links?

CogniCor | AI for Financial Advisors's official website is cognicor.com and has social profiles on LinkedIn Crunchbase.

What is CogniCor | AI for Financial Advisors's SIC code NAICS code?

CogniCor | AI for Financial Advisors's SIC code is 7372 - Prepackaged Software NAICS code is 5112 - Software Publishers.

How many employees does CogniCor | AI for Financial Advisors have currently?

As of May 2026, CogniCor | AI for Financial Advisors has approximately 49 employees across 3 continents, including AsiaNorth AmericaEurope. Key team members include Chief Engineer: M. T.Chief Engineer - Ai Engineering: N. J.Head Of Wealth Management Customer Experience: R. S.. Explore CogniCor | AI for Financial Advisors's employee directory with LeadIQ.

What industry does CogniCor | AI for Financial Advisors belong to?

CogniCor | AI for Financial Advisors operates in the Software Development industry.

What technology does CogniCor | AI for Financial Advisors use?

CogniCor | AI for Financial Advisors's tech stack includes Microsoft Power AutomateVarnishWixEnvoyMicrosoft AzureJavaScriptCX-Content-Type-Options.

What is CogniCor | AI for Financial Advisors's email format?

CogniCor | AI for Financial Advisors's email format typically follows the pattern of First.Last@cognicor.com. Find more CogniCor | AI for Financial Advisors email formats with LeadIQ.

When was CogniCor | AI for Financial Advisors founded?

CogniCor | AI for Financial Advisors was founded in 2018.

CogniCor | AI for Financial Advisors

Software DevelopmentCalifornia, United States11-50 Employees

CogniCor helps RIAs operate at a new level of leverage. Our Generative AI Advisor Copilot transforms how advisors work—automating routine tasks, augmenting decision-making, and enabling firms to grow without adding complexity.