Our Firm & Values
Our Origins
Cognivo is a Manhattan-based, founder-led boutique built by Wall Street natives to resolve data issues that undermine accuracy and speed. We solve data and platform challenges so founders and CXOs can stay focused on generating alpha.
While the largest platforms have teams dedicated to optimizing their data and systems, many investment firms are slowed by fragmented workflows, delayed reporting, and blind spots in decision-making.
With 20+ years on Wall Street, we’ve seen how patchwork data, manual workarounds, and fragile reporting slow even the strongest firms.
We turn that complexity into clarity by restructuring data, integrating workflows, and building execution-ready platforms that support performance, oversight, and growth.
Every engagement is personally led by founder Hardeep Mehta, using proprietary frameworks and software purpose-built for investment data environments.
It’s time to remove inefficiencies that slow performance.
Schedule a confidential conversation to explore how Cognivo can help your firm move faster, strengthen oversight, and turn data into a strategic asset.
Hardeep Mehta
Founder and CEO
Cognivo
Our Core Values
These principles guide every engagement and define the kind of partner Cognivo is.
Straight Talk
Unvarnished advice. If we disagree, we say so early. No spin.
Open Exchange
Ideas win on merit. We debate hard, then commit together.
Stewardship & Discretion
Client interest first. Private by default. We protect confidences.
What Sets Us Apart
We serve investment firms exclusively, applying Wall Street discipline and reliability to platforms of any scale and complexity.
Exclusively Investment Firms
20+ years on Wall Street building data and systems for owner-led firms. Built for regulatory demands and market speed.
Strategy Into Systems
We turn founder priorities into operating systems with built-in controls, integrated across PMS, OMS, and risk.
Wall Street Accelerators
Proprietary frameworks for PMS, OMS, risk, and reporting that cut delivery time and reduce operational risk.