Covisum

Financial Software · Nebraska, United States · 11-50 Employees

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Overview

Headquarters

444 Regency Parkway Dr Ste 201, Omaha, N...

Phone Number

(877) 844-7213

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Covisum

Covisum provides software solutions, including Social Security Timing, designed to help financial advisors optimize their clients' Social Security claiming strategies and enhance retirement value. Their tools enable advisors to demonstrate the financial impact of various claiming strategies, potentially increasing clients' retirement benefits by up to $100,000. Covisum's offerings include tax planning, retirement income planning, and portfolio risk analysis, catering primarily to financial advisors and institutions. The company emphasizes expert support and marketing resources to assist advisors in effectively utilizing their software.Explore more
Covisum's Social MediaPopular SearchesCovisum LLCCovisumcovisum/ LLCSmartriskCovisum Incentive Holdco LLCSIC Code 73,737NAICS Code 51,513Show more

Covisum Org Chart

PhoneEmail
JE
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Covisum

<$5M
11-50
Private
<$5M
2016
JE
Joseph ElsasserFounder & President
$7.3M
11-50
Private
<$5M
1981
QM
Quincy MuhammadRegional Sales Manager
$5.4M
11-50
Private
<$5M
1979
PV
Priya VenkatSupervisor, Software Quality Assurance
<$5M
11-50
Private
-
2006
N/A
<$5M
11-50
Private
<$5M
2010
TJ
Todd JohannHead of Technology, Software Architect, Founding Employee
<$5M
1-10
Private
-
2012
EB
Erica BeddingfieldDirector, Operations & Business Relationships
<$5M
1-10
Private
-
2019
BH
Bradley HablutzelPresident & Certified Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Covisum is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Covisum is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Covisum.

Covisum financials insights

Gather financial insights about Covisum, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Covisum's Financials Insights

Covisum Tech Stack

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Covisum News & Media

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Frequently Asked Questions Regarding Covisum

What is Covisum's official website?
Covisum's official website is www.covisum.com
What is Covisum's Revenue?
Covisum's revenue is <$5 Million
What is Covisum's SIC code?
Covisum's SIC: 73,737
What is Covisum's NAICS code?
Covisum's NAICS: 51,513
How many employees does Covisum have?
Covisum has 11-50 employees
What industry does Covisum belong to?
Covisum is in the industry of: Financial Software, Software
What is Covisum competition?
Covisum top competitors include: Social Security Solutions, Orbiss, Advisys, Money Tree Software
What companies has Covisum acquired?
Covisum has acquired the companies: PrairieSmarts
What technology does Covisum use?
Some of the popular technologies that Covisum uses are: Lucky Orange, Microsoft Azure, HubSpot, HubSpot Form Builder
How do I contact Covisum?
Covisum contact info: Phone number: (877) 844-7213 Website: www.covisum.com
What does Covisum do?

Covisum provides software solutions, including Social Security Timing, designed to help financial advisors optimize their clients' Social Security claiming strategies and enhance retirement value. Their tools enable advisors to demonstrate the financial impact of various claiming strategies, potentially increasing clients' retirement benefits by up... to $100,000. Covisum's offerings include tax planning, retirement income planning, and portfolio risk analysis, catering primarily to financial advisors and institutions. The company emphasizes expert support and marketing resources to assist advisors in effectively utilizing their software.Read More

What are Covisum social media links?
Covisum Linkedin page Covisum Twitter page Covisum Facebook page
Is Covisum a public company?
Covisum is private company therefore does not currently have an official ticker symbol
See more information about Covisum

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