CogniCor | AI for Financial Advisors Information

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Summary

CogniCor | AI for Financial Advisors, founded in 2018 and headquartered in Palo Alto, California, is an independent software development firm with 100‑200 employees and annual revenue between $10 million and $50 million.

The company delivers enterprise SaaS platforms that combine artificial intelligence, machine learning, and generative AI to power virtual assistants and AI copilots for financial services, wealth management, and fintech clients.

Led by founder and CEO Sindhu Joseph with CTO Rosh Cherian, CogniCor’s team includes engineers, designers, and research specialists who build cloud‑based solutions under SIC codes 7371 and 7373 in the Delaware Valley market.

Websitecognicor.com
Social Links
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Industries
Headquarters AddressPalo Alto, California, 94306 US
Company Size100-200 employees
Specialities & ServicesArtificial Intelligence, Enterprise SaaS, Customer Experience, Enterprise Virtual Assistant, Virtual Assistant, Financial Services, Fintech, Machine Learning, Wealth Management, Software as a service, Cloud, AI Startup, Finance, AI Copilot, Generative AI Copilot, AI Advisor Copilot
TechnologiesExpress.js, Fastly, Google Cloud, Wix, Astro, Flask, PHP, ASP.NET, Django, HubSpot CMS
SIC Code7371, 7373
NAICS Code541511 Custom Computer Programming Services, 541512 Computer Systems Design Services
DMA CodeDelaware Valley
Founded2018
Estimated Annual Revenue$10M - 50M
Operating StatusIndependent Company
Updated:2026-10-11

Competitors

Name
Founded
Type
Employees
2000Privately
Held
250 - 500
1983Privately
Held
25 - 100
2001Public
Company
1.0K - 5.0K
2003Privately
Held
250 - 500

Estimated Website Traffic

The chart shows a growth in traffic to the cognicor.com website. In September, traffic increased to 299, compared to 193 in the previous month. The highest traffic in 2026 was recorded in September, reaching 299 visits.

Workforce Turnover

Number of staff members switched

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Total employee turnover

Departmental Headcount Distribution

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Turnover activity captured in SignalHire's departmental sample ( employees):

Corporate Tenure Analytics

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Workforce Experience Insights

7% have been with the company for 1 to 2 years14% have been with the company for 3 to 4 years21% have been with the company for 5 to 7 years21% have been with the company for 8 to 10 years36% have been with the company for more than 11 years

Former Staff Career Paths

Role at Former Company
Role at New Company
Contact top employees
Sindhu Joseph
Sindhu JosephFounder, CEO
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Allison Couch Pratt
Allison Couch PrattMember of the Board of Advisors
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Rosh Cherian
Rosh CherianCo-Founder and CTO
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Dhanya Mathew
Dhanya MathewResearch and Development Team
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Mahadevan
MahadevanSenior Manager People Success
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Muhammed Thamshid
Muhammed ThamshidChief Engineer
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Abhishek Lal
Abhishek LalSupport Engineer
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Aju Thomas Yohannan
Aju Thomas YohannanLead Engineer
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Basil
BasilUI UX Designer
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Sachin Sam Mathew
Sachin Sam MathewSenior DevOps Engineer -IT Infrastructure
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Adithya Das
Adithya DasArtificial Intelligence Intern
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Shyam Govind
Shyam GovindArtificial Intelligence Intern
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Ambady AM
Ambady AMJunior Test Engineer
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Angel Treasa
Angel TreasaQuality Assurance Engineer
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Ashbel
AshbelUI/UX intern
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Anjana Kunjumon
Anjana KunjumonHuman Resources Manager
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FAQ

CogniCor | AI for Financial Advisors operates in the Software Development industries. More details can be found on the official website: cognicor.com.
CogniCor | AI for Financial Advisors has offices located in Palo Alto, US.
The headquarters of CogniCor | AI for Financial Advisors are located in Palo Alto, United States.
The current CEO of CogniCor | AI for Financial Advisors is Sindhu Joseph
CogniCor | AI for Financial Advisors currently employs 100-200 people.
Well-known competitors of CogniCor | AI for Financial Advisors include Liveops, Inc., Benko Products, Inc., Medallia and Fortra's Digital Guardian.

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