Company Overview

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Founded:
2005
Headquarters:
Boston, MA
Funding:
$23.9M
Categories:
Stock Exchanges, Finance
Description:
Covestor develops portfolio sync technology that enables investors to select investment management talents for online marketplaces.

Detailed Description

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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.

Current Team (11)

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Past Team (4)

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Funding Rounds (4) - $23.9M

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Board Members and Advisors (7)

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Products (2)

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Investors (6)

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    Union Square Ventures

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    Spark Capital

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    Amadeus Capital Partners

    Technology Venture Capital
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    Bay Partners

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    betaworks

    betaworks is a startup studio. Building and seed investing in next generation internet companies.
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Offices/Locations (2)

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  • London

    1 Duchess Street

    London, W1W 6AN

    GBR

  • Boston

    175 Federal Street, Suite 825

    Boston, MA 02110

    USA

Competitors (3)

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  • 8d4f0637c5161f9782a1b23f42d8144b

    wikifolio

    wikifolio is a social trading platform that enables investors to publish their stock investment...
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    SayHired, Inc.

    Vestopia is an online platform that enables users to monitor the trading and investing activities...
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    Fidelity

    Fidelity was added to CrunchBase in 2008