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General Information

Websitecovestor.com
Blogblog.covestor.com
Twitter@covestor
CategoryConsumer Web
Phone866.825.3005
Emailsupport@covestor.com
Employees
Founded2005
DescriptionInvestment Management Marketplace

Offices

New York, USA
1370 Broadway
New York, NY, 10018
USA

People

CEO
Chief Product Officer
Board
Board
Chairman
Investor
Head of Editorial

Former People

Funding

TOTAL $11.1M
FUNDING TOTAL $11.1M
Angel, 6/07
Roger Ehrenberg
$1M
Series A, 4/08
Union Square Ventures
Spark Capital
Amadeus Capital Partners
betaworks
$6.5M
Venture Round, 2/10
$3.6M

Competitors

Tags

Covestor

Covestor brings the clarity and efficiency of an online marketplace to the investment management industry. Investors can compare and select from a transparent marketplace of investment management talent that includes top performing portfolio managers and successful investors. Covestor’s Portfolio Sync technology automatically replicates trades, providing clients the convenience of “set and forget” functionality and the protection of Covestor’s proprietary trade filtering.

Covestor is widely regarded as a pioneer in bringing separately managed accounts (SMAs) online in a transparent marketplace. The company has offices in Boston and London.

Recent Milestones

Videos

Screenshots

Products

Covestor Mirroring Account

Websitesite.covestor.com/invest
StageLive
Launch DateJuly 22, 2009

CVIM is an open platform that allow users to automatically invest alongside individual and professional investors.

CVIM licenses real time trading data from investors to make models that give users information with which they can auto trade and manage their account.

The CVIM console gives the user a view of their positions and performance, per model in their account, like a personal fund of funds.

Covestor screenshot
Above: Covestor Mirroring Account Screenshot -- #1
Uploaded: 7/22/09

Covestor.com

Websitecovestor.com
StageBeta
Tags social-stock-picking
Covestor screenshot
Above: Covestor.com Screenshot -- #1
Uploaded: 6/16/10

Traffic Analytics

Quantcast

Livegraph

Compete

Covestor

Sources

  1. thealarmclock.com [edit]
  2. Covestor Raises $6.5M for Social Investing (mashable.com) [edit]
  3. SEC D (sec.gov) [edit]
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Last Edited 5/1/13

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