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Insights

Client-Centric Reporting Covisum offers actionable client reports with client-friendly graphics, demonstrating the value-added service advisors provide. Over a million lives have been impacted positively through reports generated by Covisum systems, showcasing a strong track record in client engagement.

Tech-Driven Solutions Covisum utilizes a robust tech stack including LinkedIn Insight Tag, HubSpot CMS Hub, and Ruby on Rails. This technology focus allows for efficient client interactions, providing an opportunity for tech-savvy clients who value streamlined processes and cutting-edge solutions.

Free Trial Model The company offers a 'try before you buy' approach with no contract required. This model provides potential clients with a risk-free opportunity to experience the value of Covisum's software, unlocking branding capabilities and marketing materials upon subscription.

Competitive Landscape In a competitive landscape with companies like Snappy Kraken, Redtail Technology, and RightCapital, Covisum stands out with its focus on shared vision and personalized support. Highlighting these unique selling points can differentiate Covisum in the market.

Financial Overview With revenue ranging from $0-$10 million, Covisum occupies a mid-tier position in terms of financial performance among its competitors. Understanding its funding status further could identify potential areas for partnership or investment opportunities.

Similar companies to Covisum

Covisum Tech Stack

Covisum uses 8 technology products and services including Linkedin Insight Tag, HubSpot CMS Hub, Redis, and more. Explore Covisum's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • HubSpot CMS Hub
    Content Management System
  • Redis
    Database
  • Typekit
    Font Scripts
  • Preact
    Javascript Libraries
  • HTTP/3
    Miscellaneous
  • reCAPTCHA
    Security
  • Ruby on Rails
    Web Frameworks

Media & News

Covisum's Email Address Formats

Covisum uses at least 1 format(s):
Covisum Email FormatsExamplePercentage
FLast@covisum.comJDoe@covisum.com
68%
LastFir@covisum.comDoeJoh@covisum.com
14%
Last@covisum.comDoe@covisum.com
13%
F.Last@covisum.comJ.Doe@covisum.com
5%

Frequently Asked Questions

Where is Covisum's headquarters located?

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Covisum's main headquarters is located at 444 Regency Parkway Dr. Suite 201 Omaha, Nebraska 68114 US. The company has employees across 1 continents, including North America.

What is Covisum's official website and social media links?

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Covisum's official website is covisum.com and has social profiles on LinkedIn.

How much revenue does Covisum generate?

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As of January 2024, Covisum's annual revenue reached $1.8M.

What is Covisum's NAICS code?

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Covisum's NAICS code is 52 - Finance and Insurance.

How many employees does Covisum have currently?

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As of January 2024, Covisum has approximately 11 employees across 1 continents, including North America. Key team members include Vice President Of Sales & Marketing: K. G.Vice President Of Sales And Marketing: K. G.President: J. E.. Explore Covisum's employee directory with LeadIQ.

What industry does Covisum belong to?

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Covisum operates in the Financial Services industry.

What technology does Covisum use?

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Covisum's tech stack includes Linkedin Insight TagHubSpot CMS HubRedisTypekitPreactHTTP/3reCAPTCHARuby on Rails.

What is Covisum's email format?

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Covisum's email format typically follows the pattern of . Find more Covisum email formats with LeadIQ.

When was Covisum founded?

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Covisum was founded in 2016.
Covisum

Covisum

Financial ServicesNebraska, United States11-50 Employees

We help advisors and their clients create a shared vision of the future. “Co” means joint or shared, and “visum” means vision or mental image; Covisum thus means shared vision. 

Expert Support – You can get us on the phone, email or chat and we’ll help you with software or subject matter questions. Prefer to self-solve? Search our knowledge base for robust documentation and explainer videos 24-hours a day. 

Actionable Client Reports – Created by an advisor, for advisors, our reports have client-friendly graphics and show the value you add. Nearly 1 million lives have been impacted by reports generated through our systems.   

Growth-Oriented – Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.

Try, buy and grow!

Step 1: Try the software for free and see the value. 
Step 2: Subscribe and unlock branding capabilities and gain access to marketing materials.
Step 3: Tailor your tech stack and add a growth engine!

Guarantee: No contract required.

Section iconCompany Overview

Headquarters
444 Regency Parkway Dr. Suite 201 Omaha, Nebraska 68114 US
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $10M

    Covisum's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Covisum's revenue is in the range of $10M

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