Cloudvisor Wealth Inc.
Homie Malakooti is a seasoned technology and product expert with extensive experience in the financial services sector. Currently serving as Chief Product Officer and Chief Technology Officer at Cloudvisor Wealth Inc. since February 2016, Malakooti conceptualizes and oversees the delivery of digital advice solutions. Previous experience includes consulting for wealth management and hedge fund operations as an independent consultant, and leading technology initiatives as Managing Director at Finansia, where a multi-instrument solution generated over $5 million in revenue. Malakooti has held key roles at Frontline Technologies Corp, RBC Capital Markets, CIBC World Markets, and North American Life, delivering impactful technology solutions across various financial institutions. Educational background includes a Master of Science in Project Management from Shiraz University and a Bachelor of Science in Civil Engineering from Alborz and Shiraz University.
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Cloudvisor Wealth Inc.
"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.