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) 844-7213Website
www.covisum.comRevenue
<$5 MillionIndustry
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 Org Chart
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Activity Insights
Covisum is experiencing very low activity levels compared to other companies in the Software sector.
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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
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Frequently Asked Questions Regarding Covisum
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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
