Company Information

Get to know Covisum

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.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Covisum

United States

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.