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Covisum vs FP Transitions

People

CovisumFinancial Advisory Practice

FP TransitionsSuccession Planning

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Financial Advisory Practice

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Financial Advisory Practice

Overview

Focus

Financial Advisory Practice

Succession Planning

Product

Social Security claiming and retirement income planning platform for financial advisors.

Succession planning and M&A platform for financial advisors

Website

Headquarters

Leawood, Kansas

Lake Oswego, Oregon

Company size

11-50 employees

51-200 employees

Founded

2012

1999

Pricing details

Free options

Free trial

Source updated

Oct 29, 2026

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