KOBO WEALTH CONSERVANCY

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3Rank #3445 of mapped providers

Assets under administration$270M0.0%Market share · rank #5850

Fees received$208,869Median $84,087/planSum across Schedule C direct + indirect

Net wins YoY+01 won · 1 lostPlan-level switch detection

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