Cloudvisor Wealth Inc.: Detailed Company Information & Corporate Profile
Contact top employees from
Cloudvisor Wealth Inc.
Summary
The company currently specializes in the Financial Services area. The annual revenue of Cloudvisor Wealth Inc. varies between 1 and 10M. To connect with Cloudvisor Wealth Inc. employee register on SignalHire.
| Cloudvisor Wealth Inc. Website | cloudvisorwealth.com |
| Phone Number | +1 (416) 220-0849 |
| Industries | |
| Cloudvisor Wealth Inc. Headquarters address | 5431 Planter's Wood Court, Mississauga, Ontario, L5M 5V6 CA |
| Company Size | 10-50 employees |
| Specialties | Household Servicing, Goal Based Investing, Tax Optimization, Asset Location, Tax Loss Harvesting, Tax-aware Asset trasistion , Goal Planning, Agentic Operation, Digital Operation, Digital Portfolio Managemnt , Trading, Cloud-based, Alternatives, Rep as PM, UMA, HMA, Personalization |
| Founded | 2019 |
| Estimated Annual Revenue | $1 - 10M |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Length of Employment
Cloudvisor Wealth Inc.'s workforce includes employees across a wide range of tenure levels.
33% have been with the company for 1 to 2 years67% have been with the company for 5 to 7 yearsContact top employees from
Cloudvisor Wealth Inc.
Masoud SharghiSr. Application Consultant
Email (4)m***@bankofamerica.com
, m***@tdsecurities.com
, m***@gmail.com
, ...
Phone (4)+1-306-***-**14
, +1-403-***-**21
, ...
Homie MalakootiCo Founder - Chief Product & Technology Officer
Email (3)m***@rally.ca
, m***@yahoo.ca
, m***@gmail.com
Phone (3)+1-902-***-**58
, +1-819-***-**24
, ...
Mitch BentonChief Customer Officer / Product Director
Email (4)m**********n@seic.com
, m*****n@seic.com
, m**********n@cloudvisorwealth.com
, ...
Phone (3)+1-623-***-**53
, +1-480-***-**45
, ...
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Cloudvisor Wealth Inc. Corporate Information: FAQ
Cloudvisor Wealth Inc. operates in the IT Services, Finance industries. More details can be found on the official website: cloudvisorwealth.com.
The headquarters of Cloudvisor Wealth Inc. are located in Mississauga, Canada.
You can contact Cloudvisor Wealth Inc. by phone at +1 (416) 220-0849.
Cloudvisor Wealth Inc. currently employs 10-50 people.
Cloudvisor Wealth Inc.'s revenue is approximately 4.1M.
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