About us

Covestor is a pioneer in online investing that offers actively managed portfolios with low minimums and low fees.

Covestor’s technology lets our clients automatically make the same trades professional Portfolio Managers make with their own money.

Looking for actively managed portfolios, low fees, online convenience and human help?

Welcome to Covestor. The future of investing.


Our history

2016

Covestor launched co-trading technology, allowing clients to invest in actively managed portfolios at a lower cost than investment managers commonly charge.

Company introduces smart beta portfolios managed by Covestor’s Chief Investment Officer and Investment Management Team.

2015

Acquired by Interactive Brokers Group.

2014

Surpassed $1 billion in cumulative trade volume since inception.

Launched portfolios with performance fees for Qualified Clients.

2013

Created new client sign-up process with streamlined options for funding and account creation.

Introduced search algorithm functionality to help clients pick portfolios.

2011 - 2012

Launched investment management marketplace for clients to identify, analyze, and invest in portfolios covering a wide range of sectors, strategies and risk levels.

Created new client console with timeline of manager commentaries, trades, and account activity providing clients with transparency and control.

2007 - 2010

Established US office.

Registered with the US Securities and Exchange Commission (SEC) to offer investment advisory services.

Developed real-time trade replication technology enabling investors to follow the trades of Portfolio Managers automatically.

Launched as a free service for investors to track trades and build track records.

Established UK office.