Cloudvisor Wealth Inc
Cloudvisor Wealth is a North American fintech leader dedicated to empowering financial advisors and planners through transformative technology. Its flagship platform, DigitalAssociate™, is a next-generation, fully interoperable solution that integrates the entire enterprise services suite, covering client engagement, portfolio services, trading, and enterprise operations. By reducing expenses by up to 60%, enhancing productivity, and enabling advisors to focus on revenue-generating activities, DigitalAssociate™ empowers firms to increase valuations and deliver superior client outcomes.
7-day free trial · no credit card
Verified contacts
4
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 4 verified contacts at Cloudvisor Wealth Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- NP
Nisheet Patel
Edward Jones · Finance & Accounting
EmailPhone - BF
Brian Fitz J. Fitzgerald
Chief Executive Officer · General Business & Management
EmailPhone - HM
Homie Malakooti
Co Founder - Chief Product & Technology Officer · Other
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Cloudvisor Wealth Inc
3 distinct titles indexed · top 3 shown.
- 1chief executive officer
- 1co founder - chief product & technology officer
- 1edward jones
Sign up to unlock all 4 contacts at Cloudvisor Wealth Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 4 verified contacts at Cloudvisor Wealth Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.