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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.
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
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
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