"With Cloudvisor's DigitalAssociate solution, we can now deliver private banking level wealth management services at scale so we can profitably target everyday investors."

DigitalAssociate is an algorithmically-driven next generation practice management solution providing human quality digital advisory and service capabilities. Unlike current practice management solutions which provide information to advisors to do their job, DigitalAssociate's algorithms DO the work for advisors replacing associates and assistants.  With DigitalAssociate, firms are able to deliver 30-50% higher after-tax returns for all investors, achieve 4X higher advisor productivity, and lower operating costs by 60% or more.  It is the only solution in market today that helps advisors target mass-affluent investors with personal, high quality advice at the scale and convenience of robo-advisors. 

Banking

FinTech

Investment Management

Personal Finance

Cloudvisor Wealth Inc.

Brian Fitzgerald

Mitch Benton

Matthew Bosrock

Craig Iannucci

Homie Malakooti

Cloudvisor Wealth Inc.

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