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Kovitz Logo
Kovitz Growth Score
65
CB Rank
100424
Heat Score
59
Kovitz provides a range of asset management and financial advisory strategies to individuals, institutions and financial professionals.
Founded
obfuscation
Private Chicago, Illinois, United States51-100 www.kovitz.com
Asset Management
Finance
Financial Services
Wealth Management
Overview

Kovitz
Growth Score
65
Heat Score
59

Growth Score65
-4 pts
in past quarter
Heat Score 59
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Kovitz

CB Rank
100424
Kovitz provides a range of asset management and financial advisory strategies to individuals, institutions and financial professionals.
Founded
obfuscation
Private Chicago, Illinois, United States51-100 www.kovitz.com
Asset Management
Finance
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Jonathan A. Shapiro, Mitch Kovitz
Phone Number +1 3123347300
Predictions & Insights

Growth Insight

See this Growth Insight
Kovitz is
Lorem
 to be growing
Top Contributing Factors
Financial Growth

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Customized Asset Management and Advisory Strategies
Provides tailored investment management and financial advisory services to individuals, families, institutions, and financial professionals.
Kovitz Core Equity ETF (EQTY)
An exchange-traded fund offering exposure to Kovitz’s Core Equity investment strategy focused on long-term capital appreciation.

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  • Preview private company insights and predictions
Financials

Investments

Number of Funds 1
Number of Acquisitions 2

Investment Breakdown

Number of Funds 1
Number of Acquisitions 2
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 3 Contacts 128

Employee Profiles

News

News and Press

News•Oct 6, 2024
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News•Jul 12, 2024
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News•Jul 10, 2024
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News•Jul 9, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

276
-95.81%
 in past month

IT Spend

$1.3MThis year, Kovitz is projected to spend $1.3M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Yahoo Inc. Logo
Yahoo Inc.
99
Partial Liquidity Recapitalization Logo
Partial Liquidity Recapitalization
98
Founder Lock-Up Restrictions Logo
Founder Lock-Up Restrictions
97

Actively Used Products

9Kovitz uses 9 technology products and services including HTML5, Google Fonts, and  Adobe Fonts, according to G2 Stack.

Active Website Tech Count

19Kovitz is actively using 19 technologies for its website, according to BuiltWith. These include DNSSEC, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is Kovitz's headquarters? Kovitz is located in Chicago, Illinois, United States.Who are Kovitz's competitors? Alternatives and possible competitors to Kovitz may include HighTower Advisors, Cresset, and  Northern Trust.
Who We Are
What We Do
Helpful Links
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