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CogniCor | AI for Financial Advisors Employee Directory

Software DevelopmentCalifornia, United States51-200 Employees

CogniCor develops AI-driven software for financial professionals, targeting registered investment advisors. Its Generative AI Advisor Copilot automates routine tasks, supports decision-making, and enables firms to grow without adding complexity. Based in Palo Alto, California, the mid-sized software development firm serves the wealth management industry. Its products target RIAs and wealth managers seeking to streamline workflows and unify client information into meeting-ready context, insights, and actionable follow-ups. A recent development is a partnership with Plancorp to implement an intelligence layer that integrates existing workflows and client data into that meeting-ready context.

Find CogniCor | AI for Financial Advisors employees' phone numbers or email addresses

CogniCor | AI for Financial Advisors Global Highlights

Location
Employees

Asia
50

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  • India
    50

North America
9

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  • United States Of America
    8
  • Canada
    1

Europe
1

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  • Spain
    1

CogniCor | AI for Financial Advisors's Leadership

  • Stylized image of a person
    N. J.
    Chief Engineer - Ai Engineering
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T.
    Chief Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Head Of Wealth Management Customer Experience
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. J.
    Founder, Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Co-Founder And Cto
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. T. Y.
    Lead Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. J.
    Manager, Hr And Procurement
    Phone icon
    Mobile Phone

CogniCor | AI for Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Research
  • Quality Assurance
  • Human Resources
  • Information Technology
  • Other
  • Analytics
  • Business
  • Arts & Design

Contact profiles from CogniCor | AI for Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. J.
    Founder, Ceo
    Phone icon
    Mobile Phone
    Bay
    Jul 26, 2026
  • Stylized image of a person
    R. C.
    Co-Founder And Cto
    Phone icon
    Mobile Phone
    Bay
    Jul 23, 2026
  • Stylized image of a person
    L. B.
    Owner
    Phone icon
    Mobile Phone
    Jul 09, 2026
  • Stylized image of a person
    N. J.
    Chief Engineer - Ai Engineering
    Phone icon
    Mobile Phone
    IndiaKerala
    Jul 23, 2026
  • Stylized image of a person
    R. S.
    Head Of Wealth Management Customer Experience
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    A. T. Y.
    Lead Engineer
    Phone icon
    Mobile Phone
    IndiaKerala
    Apr 16, 2026
  • Stylized image of a person
    J. J.
    Manager, Hr And Procurement
    Phone icon
    Mobile Phone
    IndiaKerala
    Jul 21, 2026
  • Stylized image of a person
    M. R.
    Senior Manager People Success
    Phone icon
    Mobile Phone
    IndiaKerala
    Jul 21, 2026
  • Stylized image of a person
    M. V.
    Lead Marketing
    Phone icon
    Mobile Phone
    IndiaKerala
    Jul 21, 2026
  • Stylized image of a person
    B. B.
    Associate Lead Engineer
    Phone icon
    Mobile Phone
    IndiaKerala
    Jul 21, 2026

Frequently Asked Questions

What is CogniCor | AI for Financial Advisors known for?

Minus sign iconPlus sign iconCogniCor | AI for Financial Advisors was founded in 2018 operates in the Software Development industry; you can contact the main corporate office by phone at
+34-661-25-9****
. Explore CogniCor | AI for Financial Advisors's company overview page for more information.

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

Minus sign iconPlus sign iconCogniCor | AI for Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CogniCor | AI for Financial Advisors email formats with LeadIQ.

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

Minus sign iconPlus sign iconCogniCor | AI for Financial Advisors has approximately 57 employees as of July 2026. These team members are located across 3 continents, including AsiaNorth AmericaEurope.

Who are CogniCor | AI for Financial Advisors's key employees and leadership?

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As of July 2026, CogniCor | AI for Financial Advisors's key employees include:

  • Chief Engineer - Ai Engineering: N. J.
  • Chief Engineer: M. T.
  • Head Of Wealth Management Customer Experience: R. S.
  • Founder, Ceo: S. J.
  • Co-Founder And Cto: R. C.

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