CogniCor is an AI enterprise platform for wealth management, built as a Wealth Intelligence Layer that connects the tools RIAs already use — CRM, financial planning, portfolio management, and compliance systems — into one coordinated system. Rather than adding another standalone tool to an advisor's day, CogniCor's Advisor Copilot works across a firm's existing technology, turning client conversations into structured insights, surfaced opportunities, and completed work, instead of leaving that translation to the advisor.

Founded in 2019, CogniCor was built from the outset as a complete solution for the advisor's whole day, not a single-purpose meeting notetaker. Its intelligence layer spans client-level, advisor-level, and firm-level insight, giving RIAs of all sizes visibility across their entire book of business rather than one meeting at a time.

The platform is built compliance-first, designed around the recordkeeping and data security standards RIAs already operate under, so firms can adopt AI with confidence rather than retrofitting compliance after the fact. The results are measurable: in production with Plancorp, a multi billion dollar RIA in the US Midwest, Advisor Copilot has saved client-facing teams 45–60 minutes of meeting preparation and roughly 60 minutes of follow-up per meeting, adding an estimated 700+ hours of capacity per month across advisor teams — capacity firms are using to serve more clients without adding headcount.

CogniCor has been recognized multiple times with Datos and WealthManagement.com Industry Awards for AI technology, and works with enterprise RIAs across the industry. As AI adoption across wealth management accelerates, CogniCor is focused on giving RIAs a connected, compliant, and genuinely comprehensive way to scale advice — not just automate a single task.