Covisum
Financial Software · Nebraska, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
444 Regency Parkway Dr Ste 201, Omaha, N...Phone Number
(877) 844-7213Website
www.covisum.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
2
1
1
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 Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Covisum your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Covisum recently announced quarterly report
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at Covisum
Funding: Get notified immidiatlly once Covisum has new funding data
Check if Covisum has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when Covisum launches new products
Click to see if Covisum had a recent Job posting/layoffs
Covisum, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Covisum is spiking on competitors!
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Covisum
Compare insights from companies similar to Covisum, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile 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
Covisum Tech Stack
A closer look at the technologies used by Covisum
Covisum News & Media
Covisum Benefit Cut Calculators Updated to Account for Changes...
Calculators Default to New Estimation (PRWeb October 28, 2021) Read the full story at https://www.prweb.com/releases/covisum_benefit_cut_calculators_updated_to_account_for_changes_outlined_in_latest_social_security_trustees_report/prweb18288680.htmNew Covisum® White Paper Examines the Uncertain Future of the Social Security Program
Covisum founder and president stresses that potential benefit cuts are not reason enough to claim Social Security early. (PRWeb May 12, 2021) Read the full story at https://www.prweb.com/releases/new_covisum_white_paper_examines_the_uncertain_future_of_the_social_security_program/prweb17923769.htmCovisum Launches Social Security Benefit Cut Calculators
Free Consumer Version Shows the Impact of Potential Benefit Cuts, While Professional Solution Adds Value to Financial Services (PRWeb April 06, 2021) Read the full story at https://www.prweb.com/releases/covisum_launches_social_security_benefit_cut_calculators/prweb17837450.htmCovisum Collaborates with TruChoice to Help Financial Professionals Create Tax-Efficient Retirement Strategies
Covisum's Tax Clarity software will allow financial professionals working with TruChoice to plan clients’ retirement income, manage withdrawals, and help minimize income taxes while gaining insight into other unseen opportunities to add dollars to the retirement strategy. (PRWeb July 08, 2020) Read the full story at https://www.prweb.com/releases/covisum_collaborates_with_truchoice_to_help_financial_professionals_create_tax_efficient_retirement_strategies/prweb17238360.htm
Read more news
Top Financial Software Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Covisum
Sign Up For FreeTo access detailed company insights
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... Read More
