Founded in 2013, Covisum is a financial technology (FinTech) company dedicated to creating a positive impact on the lives of financial advisors and their clients. The company develops software designed to simplify complex financial decisions, particularly those related to retirement. Their software suite includes tools like Social Security Timing®, Tax Clarity®, SmartRisk™, and Income InSight®, which help advisors with retirement income planning, tax efficiency, and risk tolerance analysis. Covisum's mission is to empower advisors to grow their practices and improve their clients' financial outcomes through data-driven insights.

Founded in

United States