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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
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.
Cloudvisor reached a $83.3K valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $83.3K | - |
| Question | Answer |
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| What's your age? | - |
| Favorite online tool? | - |
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We do not have customer count information for Cloudvisor yet.
Cloudvisor employs approximately 5 people as of 2026, up from 4 in 2023.
Cloudvisor generates $5.9M in revenue.
Cloudvisor was founded by Matthew Bosrock.
The CEO of Cloudvisor is Matthew Bosrock.
Cloudvisor raised $0.
Cloudvisor has 5 employees.
Cloudvisor is headquartered in Mississauga, Ontario, Canada.
Cloudvisor operates across multiple industries. Browse revenue, funding, and growth data for Cloudvisor in each sector below.
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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Valuation
$83.3K
2024 Revenue
$5.9M
Funding
$0
Team
5
Founded
2016
| 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 |
| 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) |
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