2024 Revenue
$5.9M
Funding
$0
Team
5
Founded
2016
Cloudvisor Revenue (2024)
Provider of a digital advisor platform designed to democratize wealth management. The company's digital advisor platform offers services such as a compliance and regulatory services, portfolio modelling and management, investor marketing, campaign management and investor support, cross-account portfolios management, client monitoring and KYC adjustment and others, enabling any firms to offer wealth management services at a low cost to any investor.
Last updated
Cloudvisor Revenue
In 2024, Cloudvisor's revenue reached $5.9M. The company previously reported $27.8K in 2024. Since its launch in 2016, Cloudvisor has shown consistent revenue growth.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Cloudvisor Hit $5.9m revenue in November 2024 | |
| 2024 | Cloudvisor Hit $27.8k revenue in October 2024 | Estimated |
| 2023 | Cloudvisor Hit $32.1k revenue in December 2023 | Estimated |
| 2021 | Cloudvisor Hit $74.4k revenue in April 2021 | |
| 2016 | Launched with $0 revenue |
Cloudvisor Valuation, Funding Rounds
Cloudvisor is a bootstrapped Financial Services Software startup. Founded in 2016, Cloudvisor has grown to $5.9M in revenue without raising any venture capital or outside funding.
As a self-funded Financial Services Software SaaS company, Cloudvisor has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|
Founder / CEO
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for Cloudvisor yet.
Cloudvisor Employees & Team Size
Cloudvisor employs approximately 5 people as of 2026, up from 4 in 2023.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 5 employees (October 2024) | |
| 2023 | Reached 4 employees (December 2023) | |
| 2022 | Reached 7 employees (December 2022) | |
| 2021 | Reached 11 employees (December 2021) | |
| 2021 | Reached 1 employees (April 2021) |
Frequently Asked Questions about Cloudvisor
What is Cloudvisor's revenue?
Cloudvisor generates $5.9M in revenue.
Who founded Cloudvisor?
Cloudvisor was founded by Matthew Bosrock.
Who is the CEO of Cloudvisor?
The CEO of Cloudvisor is Matthew Bosrock.
How much funding does Cloudvisor have?
Cloudvisor is bootstrapped and has not raised outside funding.
How many employees does Cloudvisor have?
Cloudvisor has 5 employees.
Where is Cloudvisor headquarters?
Cloudvisor is headquartered in Mississauga, Ontario, Canada.
Compare Cloudvisor to the industry
Cloudvisor operates across multiple industries. Browse revenue, funding, and growth data for Cloudvisor in each sector below.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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