Cloudvisor Wealth Email Formats

IT Services and IT Consulting • Mississauga, Ontario, Canada • 1-10 Employees

Cloudvisor Wealth Email Formats

Cloudvisor Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@cloudvisorwealth.com), used 60% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@cloudvisorwealth.com	60%
{first name}.{last name}	john.doe@cloudvisorwealth.com	40%

Key Contacts at Cloudvisor Wealth

Brian J. Fitzgerald

Chief Executive Officer

Homie Malakooti

Co Founder - Chief Product & Technology Officer

Company overview

Headquarters	5431 Planter's Wood Court, Mississauga, Ontario L5M 5V6, CA
Website	cloudvisorwealth.com
NAICS	5415
SIC	736
Keywords	Tax Optimization, Cloud-Based, Process Transformation, Digital Operations, Rapid Customization, Goal Based Advice, Fully Customizable, Bionic Advisor, Automated Asset Location, Tax-Loss Harvesting, Increase Tax Alpha
Founded	2019
Employees	1-10
Socials

About Cloudvisor Wealth

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Founder/Owner

Employees by Department

Cloudvisor Wealth has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Cloudvisor Wealth has never raised funding before.

Cloudvisor Wealth Tech Stack

Discover the technologies and tools that power Cloudvisor Wealth's digital infrastructure, from frameworks to analytics platforms.

Open Graph

Miscellaneous

lit-element

JavaScript libraries

Google Sites

CMS

lit-html

JavaScript libraries

Google Font API

Font scripts

Microsoft 365

Frequently asked questions

Cloudvisor Wealth is located in Mississauga, Ontario, CA.

Cloudvisor Wealth was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Cloudvisor Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Cloudvisor Wealth

Brian J. Fitzgerald

Chief Executive Officer

Homie Malakooti

Co Founder - Chief Product & Technology Officer

4.8

40,000 users