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Cognicor

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4.5
Serving customers since
2018
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Brian S.
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Brian S.
Managing Director of Wealth Management at The Mather Group
08/12/2026
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Review source: Organic

Exceptional Support and Customizable AI Integrations That Fit Our Salesforce CRM

I appreciate the support of the team more than anything. Cognicor allows for customization, which is very important for a larger firm with a more customized CRM platform. They are also willing to go above and beyond to build out integrations with other providers to maximize the benefits of AI across all our third party technologies. I also value the headless interface built within Salesforce, which helps with adoption.

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HQ Location:
Palo Alto, US

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What is Cognicor?

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.

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Year Founded
2018