
Industry-Leading Data Security You Can Trust
Cognerium is proud to hold SOC 2 Type 2 certification. Business across industries can rely on Cognerium to safeguard their sensitive information while maintaining the highest levels of operational integirity and compliance.
Our Partners
Key Capabilities
Artificial Intelligence
Over 100 proven machine learning models to drive growth, retain clients, and boost engagement. Built into your processes, these models are built, tested, and proven to deliver results in less than half the expected time.
MAGI
Multi-Agent General Intelligence (MAGI) is a powerful AI capability made up of specialized AI agents. Each agent handles entire tasks from start to finish, and together, they complete complex processes.
Quantum AI
Quantum AI, now part of WealthGrowth.AI, brings a revolutionary edge to wealth management. By leveraging quantum computing, it explores countless possibilities simultaneously, delivering precise strategies and unlocking new opportunities.
API
250+ pre-built APIs seamlessly integrate with your internal systems, external applications, and third-party data providers, enhancing connectivity and efficiency.
Digital Apps
Six digital apps designed to simplify experiences for advisors, leaders, and customers, making wealth management smarter and more efficient.
Data Security & Privacy
The platform meets U.S. and global financial compliance standards, with IBM ensuring robust data security and privacy protections.
Key Benefits

Boost client wallet share by up to
40%

Multiply product utilization by
3x - 5x

Achieve yearly growth exceeding
20%

Expand client penetration from
3% - 9%
Testimonials
WealthGrowth.AI is next-generation technology that will revolutionize the wealth management industry. Many advisors and leaders have built a career working harder to grow their business, wishing there was a tool to also help them work smarter. WealthGrowth.AI, by incorporating the power of AI, leverages cutting-edge technology that will lead to productivity increases for advisors like no other development we have experienced. It will be a core technology as advisors are responsible for managing larger books of assets and growing their business in an environment with more demands on their time.
The Latest Blogs, Trends, and Best Practices
News and Events
The WealthGrowth.AI platform comes in four editions: Base, Base+, Advance, and Advance+. These versions are designed to match the level of data sophistication at a financial institution like yours. The Base and Base+ editions are tailored for organizations that are starting out with basic data, such as information in Excel files and manual operations. As these organizations develop their data handling and integration abilities, they can upgrade to the more advanced Advance or Advance+ editions of WealthGrowth.AI.
Financial institutions that already have a good handle on their data and integration systems, including a central data warehouse, actively used CRM systems, and Financial Planning and Management Systems, can opt for the Advance or Advance+ editions of WealthGrowth.AI right away.