CogniCor Wins 2025 Datos Impact Award

Wealth Copilot Solution Named Best AI-Powered Advisor Assistants/Copilots

PALO ALTO, California, NOV. 12, 2025 — CogniCor, a provider of an award-winning artificial intelligence (AI)-enabled copilot platform for the financial services industry, today announced it was recognized as a winner of the 2025 Datos Impact Award for Best AI-Powered Advisor Assistants/Copilots.

The award honored the accomplishments of CogniCor’s Wealth Copilot solution, which addresses the convergence of market challenges reshaping the wealth management industry, including operational inefficiency, regulatory complexity, rising client expectations and more.

Sindhu Joseph, CogniCor’s Founder and CEO, said, "Our Wealth Copilot goes beyond operational efficiency. It supports the entire client journey — from prospecting and onboarding to ongoing management and compliance — without requiring firms to increase headcount by enhancing the value of your existing tech stack. I am honored that Datos chose us as an example of ‘what best-in-class business impact looks like now.’”

Datos Insights is a leading research and advisory partner to the banking, insurance and securities industries, and its annual Impact Awards program recognizes innovations leading the industry and pioneering new and disruptive financial services products and capabilities.

Wally Okby, Strategic Advisor at Datos Insights, added, “Unlike other narrow AI tools in the market that address single tasks, CogniCor’s Copilot agentic architecture autonomously handles high-effort workflows, from client research and meeting preparation to compliance monitoring and follow-ups, making it a transformative capability rather than just another point solution.”

About CogniCor

CogniCor is a venture-funded, female-founded fintech firm based in Palo Alto, California, that is focused on using artificial intelligence solutions to accelerate productivity and growth for wealth management firms, insurance businesses and other financial services companies across the country. Central to the firm’s offerings is CIRA, CogniCor’s scalable enterprise platform for deploying and managing AI-powered business automation to help wealth management and financial services firms drive client engagement and business efficiency. For more information, please visit https://www.cognicor.com/.