About Covisum®

Fast Facts

2016

Founded

HQ

Omaha, NE

4

Software Solutions

20,000+

Advisors

Covisum® is a growing financial tech company. We find significant gaps in financial understanding and build software solutions to help advisors and financial institutions grow and improve lives through better retirement decisions. With our proven process, advisors are able to streamline their practices, offer actionable insights and utilize successful marketing tactics. Covisum powers some of the nation’s largest financial planning institutions and serves more than 20,000 financial advisors.

11883 Covisum Process Update -JUNE 2019

 

cov-timeline