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Acquired by Interactive Brokers Group.
Covestor’s subscriber base tops 80,000.
Surpassed $1 billion in cumulative trade volume since inception.
Launched portfolios with performance fees for Qualified Clients.
Created simple search process, automatically generating portfolio suggestions for self-directed investors.
Covestor’s subscriber base tops 50,000.
Created new client sign-up process with streamlined options for funding and account creation.
Introduced search algorithm functionality to help clients pick portfolios.
Launched multi-manager portfolios.
Raised Series B round of funding.
Covestor’s subscriber base tops 25,000.
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 industry-first timeline of manager commentaries, trades, and account activity providing clients with transparency and control.
Covestor’s subscriber base tops 10,000.
Established US office.
Raised Series A round of funding.
Registered with the US Securities and Exchange Commission (SEC) to offer investment advisory services.
Developed Portfolio Sync technology with real-time trade replication enabling investors to follow the trades of successful managers automatically.
Launched as a free service for investors to track trades and build track records.
Covestor founded in London.