LeadIQ logo
Learn more at LeadIQ.com

Insights

Integrated Financial Planning Tools Covisum offers a suite of integrated financial planning tools, including Income InSight and Tax Clarity, which help advisors make better financial decisions and show clients hidden tax rates impacting cash flow in retirement. This integrated approach can attract advisors looking for comprehensive solutions to offer their clients.

Strategic Partnerships for Market Expansion Through partnerships with companies like TruChoice Financial Group and FinMason, Covisum expands its market reach by offering special pricing on software subscriptions to affiliated professionals. Leveraging such partnerships can present collaboration opportunities to explore new client bases.

Robust Tech Stack & Growth Resources With a tech stack that includes tools like Ruby on Rails and partnerships with platforms like LinkedIn Insight Tag, Covisum provides a robust infrastructure for advisors looking to streamline their operations. Additionally, offering growth-oriented resources and marketing materials aligns with the needs of advisors seeking to expand their practice.

Focus on Practice Management and Client Value Covisum's focus on practice management and creating client-friendly reports demonstrates a commitment to helping advisors add value to their clients. This emphasis on client-centric solutions can resonate well with advisors looking to enhance their client relationships and differentiate their services in a competitive market.

Opportunity in Risk Management Solutions The SmartRisk platform launched by Covisum caters to financial services professionals seeking advanced risk management solutions. This offering presents an opportunity for Covisum to engage with advisors looking to enhance their risk assessment capabilities and may open doors for selling additional risk-focused services.

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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Covisum's official website is covisum.com and has social profiles on LinkedIn.

How much revenue does Covisum generate?

Minus sign iconPlus sign icon
As of January 2024, Covisum's annual revenue reached $1.8M.

What is Covisum's NAICS code?

Minus sign iconPlus sign icon
Covisum's NAICS code is 52 - Finance and Insurance.

How many employees does Covisum have currently?

Minus sign iconPlus sign icon
As of January 2024, Covisum has approximately 11 employees across 1 continents, including North America. Key team members include President: J. E.Vp Customer Experience: D. G.Office Manager: J. K.. Explore Covisum's employee directory with LeadIQ.

What industry does Covisum belong to?

Minus sign iconPlus sign icon
Covisum operates in the Financial Services industry.

What technology does Covisum use?

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

What is Covisum's email format?

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

When was Covisum founded?

Minus sign iconPlus sign icon
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 iconMedia & News

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.