

CogniCor is a venture-backed AI company building the intelligence and orchestration layer for AI-native wealth management. Its platform, Advisor Copilot, unifies disparate data across a firm's tech stack — capturing client conversations, aggregating data across systems, and orchestrating next-best actions — so RIAs and other wealth management enterprises can scale advisor capacity without sacrificing personalization or trust. Built with enterprise-grade security and governance at its core, CogniCor gives firms a secure foundation to turn fragmented data into high-quality insight and orchestrated action — without asking advisors to adopt another disconnected tool.