CogniCor
AI copilot for wealth firms covering meeting prep, notes, CRM updates and household-level opportunity alerts
Palo Alto, CA, USVenture-backedcognicor.comNot yet confirmed by the company
What it does
CogniCor sells an AI assistant layer to wealth management firms, from RIAs to larger enterprise advice organizations. It sits on top of the CRM, portfolio and planning systems a firm already uses rather than replacing them.
Its Advisor Copilot assembles meeting agendas from client data, records and summarizes meetings, writes follow-up emails and tasks, and writes structured notes back to CRM fields. A second module builds a household-level view from portfolio, CRM and planning data and flags items such as tax-loss harvesting candidates, unfunded 529 plans, estate document updates and rebalancing triggers, then ranks an advisor's book by urgency. A version called WealthMate is listed on the Salesforce AppExchange.
Trade press describes CogniCor as a Palo Alto-based, venture-funded company backed by Morgan Stanley and led by CEO and co-founder Sindhu Joseph. In 2022 it became a listed service for RIAs on the Charles Schwab platform.
Best for
- Serves
- RIAs
Features
- Meeting agenda preparation
- Meeting notes and summaries
- Follow-up email drafting
- Field-level CRM updates
- Household opportunity detection
- Book prioritization by urgency
Pricing and deployment
- Deployment
- Cloud
Integrations
Custodians supported
- Charles Schwab
Integrations
- Pershing
- Redtail
- Salesforce
- Wealthbox
Coverage from The Daily Network
Full coverage recordDeals and milestones
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