Our Experience
We are a team of industry veterans with expertise across technology, SaaS sales, and implementation with a granular working knowledge of the Wealth Management space. We understood the pain points, recognized the need for enhancement, and have the industry acumen to say with confidence we have the solution.
Our History
Cloudvisor’s core was created by our founder at his prior firm, the Toronto-based Trade2Clear. The platform delivered end-to-end automated trade flow, used by CIBC World Markets, National Bank Financial, and other institutions, having managed up to 80% of orders sent to the TSX.
Our Strategy
Cloudvisor is broadly applicable in the Wealth Management Industry. Our initial tactical focus will be on the RIA and retirement segments, where our team’s expertise is a differentiator. A loosely coupled architecture allows for delivery in components or as one comprehensive platform.
