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Cassia

Cassia

Cassia is an artificial Intelligence company offering software tools for financial advisors and wealth management firms.

OverviewStructured DataIssuesContributors
Is a
Company
Company
Organization
Organization
Accelerator
Plug and Play
Plug and Play
B2X
B2B
B2B
CEO
Henry Bee
Henry Bee
Company Operating Status
Active
Country
Canada
Canada
Crunchbase URL
crunchbase.com/organiz...-advisor
Date Incorporated
January 17, 2013
Email Address
Facebook URL
@copilotadvisor
Founded Date
January 2016
Founder
Jesse Chen
Jesse Chen
Henry Bee
Henry Bee
Full Address
#550 Burrard Street Suite 2900 Vancouver, British Columbia V6C 0A3 Canada
Accelerator Batch
Plug and Play Fintech Batch 5
Plug and Play Fintech Batch 5
Industry
Cloud computing
Cloud computing
CRM
CRM
Wealth management
Wealth management
Software as a service (SaaS)
Software as a service (SaaS)
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Technology
Technology
Investors
Plug and Play
Plug and Play
Victory Square Health
Victory Square Health
‌
Pacific Economic Development Canada
Victory Square
Victory Square
Latest Funding Round Date
January 20, 2023
Latest Funding Round Amount (USD)
5,000,000
Latest Funding Type
‌
Corporate funding round
LinkedIn URL
@company/copilotadvisor/about
Location
Canada
Canada
Vancouver
Vancouver
Number of Employees (Ranges)
51 – 200
Place of Incorporation
British Columbia
British Columbia
Total Funding Amount (USD)
5,750,000
Twitter URL
@copilotadvisor
Official Website
copilotai.com

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