Total Funding
61
18
Total FundingSeries B raised
Growth Score
-3 pts
Heat Score
11 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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630346
Covestor develops portfolio sync technology that enables investors to select investment management talents for online marketplaces.
Acquired by 
Interactive Brokers Group
Sanjoy Ghosh: CIOPast Role: Putnam Investments, Vice President, Equities
Joseph Sullivan: Director, Manager Relations
About the Company
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.
