What departments does CogniCor | AI for Financial Advisors have?

CogniCor | AI for Financial Advisors has employees across 10 departments including Entrepreneurship, Engineering, Human Resources, Marketing, Operations.

What is the largest department at CogniCor | AI for Financial Advisors?

The largest department at CogniCor | AI for Financial Advisors is Engineering with 8 employees.

Where are CogniCor | AI for Financial Advisors employees located globally?

CogniCor | AI for Financial Advisors has employees across 3 continents and 4 countries including India, Spain, United States Of America, Canada.

How has CogniCor | AI for Financial Advisors's team size changed over time?

CogniCor | AI for Financial Advisors's team has remained stable from approximately 47 to 47 employees based on available data.

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.

CogniCor | AI for Financial Advisors Global Highlights

Asia
41

India
41

North America
9

United States Of America
8
Canada
1

Europe
1

Spain
1

CogniCor | AI for Financial Advisors's Leadership

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

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

Location

Last Update

S. J.
Founder, Ceo
Mobile Phone
Email
Bay
Sep 05, 2026
R. C.
Co-Founder And Cto
Mobile Phone
Email
Bay
Aug 18, 2026
L. B.
Owner
Mobile Phone
Email
Jul 09, 2026
N. J.
Chief Engineer - Ai Engineering
Mobile Phone
Email
India, Kerala
Aug 15, 2026
R. S.
Head Of Wealth Management Customer Experience
Mobile Phone
Email
Oct 23, 2024
A. T. Y.
Lead Engineer
Mobile Phone
Email
India, Kerala
Apr 16, 2026
J. J.
Manager, Hr And Procurement
Mobile Phone
Email
India, Kerala
Aug 17, 2026
M. R.
Senior Manager People Success
Mobile Phone
Email
India, Kerala
Jul 21, 2026
M. V.
Lead Marketing
Mobile Phone
Email
India, Kerala
Jul 21, 2026
B. B.
Associate Lead Engineer
Mobile Phone
Email
India, Kerala
Jul 21, 2026

Frequently Asked Questions

What is CogniCor | AI for Financial Advisors known for?

CogniCor | AI for Financial Advisors was founded in 2018 and operates in the Software Development industry. You can contact CogniCor | AI for Financial Advisors's 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?

CogniCor | AI for Financial Advisors employees' email format typically follows the pattern of First.Last@cognicor.com. 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?

CogniCor | AI for Financial Advisors has approximately 60 employees as of August 2026. These team members are located across 3 continents, including Asia, North America and Europe.

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

As of August 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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CogniCor | AI for Financial Advisors Employee Directory

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