Experience that drives a better offering

Cloudvisor Wealth was created by experienced wealth management professionals who experienced the limitations of fragmented systems and manual workflows firsthand. We built Cloudvisor Wealth to solve these challenges — enabling coordinated, household-level portfolio management and execution at scale.

About Us

Transforming wealth management through intelligent automation

Cloudvisor Wealth was founded to modernize wealth management by combining intelligent automation with a deep understanding of how advisory firms operate. Our solution reduces operational complexity and enables more coordinated, scalable portfolio management across client households.

Built by industry practitioners, Cloudvisor Wealth empowers advisors to focus on what matters most — delivering better outcomes for their clients while growing their business with greater efficiency and control.

Heritage

Built on proven technology and real-world experience

Cloudvisor Wealth is built on a proven technology foundation originally developed by our founder through his previous venture, Trade2Clear. The platform powered end-to-end automated trading workflows for leading financial institutions.

This technology has been tested at scale, supporting high-volume trading environments and processing significant portions of TSX trading activity during peak periods. That foundation of real-world performance and institutional use continues to inform Cloudvisor Wealth’s approach to building reliable, scalable wealth management infrastructure.

Our Team

Our team combines deep wealth management and technology experience, with a focus on building scalable solutions for modern advisory firms.

Leadership team

A business builder with over 20 years of experience scaling up innovative products and services across the Investment Services industry that support the Advisor community.

CEO

Brian Fitzgerald

An entrepreneurial and innovative professional with strong business acumen, a keen understanding of leveraging technology, and an ability to build valuable companies and meaningful relationships.

Founder, Executive Chair

Matt Bosrock

A Digital innovator with extensive experience transforming financial service businesses using technical expertise, and a startup builder with multiple successful exits across the globe.

Founder, CTO & CPO

Homie Malakooti

A seasoned WealthTech leader who turns complex industry challenges into scalable, advisor-focused solutions by bridging business and technology to drive innovation and lasting impact.

CCO

Mitch Benton

Advisory board

A globally recognized leader in professional services, governance, and financial innovation with a track record of growing fintech companies.

Advisory Board, Chair

Emma Purdy

A SaaS expert with 30 years of experience in technology sales, marketing, and business and corporate development targeting Financial services.

Founder, Advisory Board

Ismail Pishori

Senior industry professional with 20+ years of experience leading wealth platform strategy and development at leading Wirehouses and BD/RIAs; specializing in FA/Client experiences and field adoption.

Advisory Board

Nisheet Patel

Seasoned investment industry executive with over 20+ years of strategic leadership across banking, wealth management, investment management, finance, operations, and risk.

Advisory Board

Ursula Holmsten

A unique combination of operational expertise around building a FinTech and the detail-oriented, results-driven vigor of top-level investing.

Advisor

Craig Iannuccil

Are you ready to start?

Let’s show your clients a smarter, more personalized way to grow and protect their wealth—and give your team the tools to deliver it effortlessly.