Covestor Boston Office

You have every right to know exactly what makes us tick.

As you may have gathered, we really value transparency. In that spirit, we want to give you access to any information about Covestor that can help you feel comfortable about investing with us.

Our shareholders include Union Square Ventures, Spark Capital, Bay Partners, Amadeus Capital Partners and the employees of Covestor.

Our board of directors and management team include outstanding individuals who have reached the pinnacle of their respective fields.

Our history

2013 -

Raised Series B round of funding.

Jamie Cornell joins Covestor Board.

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

Launched new marketplace search algorithm functionality for clients to identify managers.

Sanjoy Ghosh joins as Chief Investment Officer.

Steven Holstein joins as Chief Marketing Officer.

2011 - 2012

Launched investment management marketplace for clients to identify top-performing managers with consistent returns

Company headquarters relocated from New York City to Boston

Launched new client console with industry-first timeline of manager commentaries, trades, and account activity providing clients with transparency and control

Asheesh Advani joins as Chief Executive Officer and Board Member

Rob Klapper joins Covestor Board

Tom Dorsky joins as Chief Operating Officer

2009 - 2010

Registered with the U.S. Securities and Exchange Commission (SEC) to offer investment advisery services

Established office in New York City to serve clients in the US

2007 - 2008

Covestor founded in London

Launched as a free service for investors to track trades (investors) and build track records (managers)

Raised Series A round of funding

Developed PortfolioSync™ technology with real-time trade replication enabling investors to follow the trades of successful managers in an automated manner

Try Covestor free No cost, no obligation $100,000 virtual account
Or learn about our philosophy