Press & Media

We welcome journalists to contact Covestor for sources on investing, asset management and personal finance topics.

With internal experts and over 135 outside investment managers, we pride ourselves on providing knowledgeable sources for nearly any financial topic.

I want to talk
Kalen photo

Kalen Holliday

Director of Communications
1.866.825.3005 – Option 4

Send an email

Covestor in the news

Covestor Surpasses $1 Billion in Trades and Introduces Next Generation of Portfolio Sync

Covestor | July 24, 2014

Covestor today announced its next generation of Portfolio Sync, the trade replication technology it created to enable clients to automatically mirror the trades of established and emerging money managers. Portfolio Sync has now replicated over $1 billion worth of trades since its launch in 2009.

Feel invincible? Time to look at risk.

MarketWatch | July 22, 2014

Investors went through the most agonizing financial event of our lifetimes with the recent global financial crisis. But a couple of good years of growth in the market, and we as investors tend to forget how easily it can all fall apart.

Is Covestor Creating a New Fund Distribution Channel?

Mutual Fund Wire | July 10, 2014

Burgeoning online investing site Covestor just might be forging a new distribution channel for fund firms -- and disrupt the supermarket platform wars.

4 ways to build a billion-dollar dot-com

CNBC | July 10, 2014

In the same way we learned more than a decade ago that being a dot-com was not in itself a guarantee of success, today we're learning that not all Internet marketplaces gain traction. So the question is, Why do marketplaces such as Zillow, Airbnb and Uber disrupt their industries, while others stumble?

Covestor Introduces New Exchange-Traded Fund Portfolios with No Management Fees

PRWeb | July 8, 2014

Covestor, an online investment management company, today unveiled Covestor Core Portfolios, in response to increasing demand for low-cost, passively managed investment products.

Why new fund managers can beat those with experience

MarketWatch | July 3, 2014

Covestor CIO Sanjoy Ghosh in an article for MarketWatch discussed why emerging investment managers can beat those with more experience.

Successful digital marketplaces have these things in common

MarketWatch | June 26, 2014

Covestor CEO Asheesh Advani in an article for MarketWatch discussed four things that GoPro needs to do to be successful as a public company.

Covestor Ups Ante in Low-Fee ETF Portfolio Management

Yahoo! Finance | June 20, 2014

Covestor, the Boston-based Internet firm that serves as a matchmaker of sorts for investors and portfolio managers, is blowing away the notion of fee-based managed ETF portfolios. Earlier this week, the company unveiled Covestor Core Portfolios. None of the three all-ETF portfolios that comprise the Covestor core suite charge management fees. Zero. Zilch. Nada and, in honor of the World Cup, nil.

The 'No Fee' ETF Portfolio is Here

Barrons | June 19, 2014

You might have missed this one, but it’s notable. Online investment management company Covestor said this week it is building portfolios of ETFs for free. Look out, smalltime financial advisors!

How to be the perfect copycat investor

Investopedia | January 14, 2014

Services such as Covestor enable an investor to link investment accounts to portfolios actively managed by other investors or investment professionals, and automatically mirror every investment move that the latter make.

The Wall Street Journal profiles Covestor

Wall Street Journal | November 5, 2013

The Wall Street Journal interviewed Covestor CEO Asheesh Advani for a story this week about how more financial advisers are embracing online investing websites. WSJ reporter Murray Coleman writes about how advisers and planners are using online-advisory services like Covestor to reach more investors.

For Covestor, imitation is the sincerest form of investing

Boston Business Journal / Upstart Business Journal | October 13, 2013

Boston Business Journal and Upstart Business Journal profile Covestor.

Covestor receives new injection of funding, adds staff, improves features

InvestmentNews | June 20, 2013

InvestmentNews profiles Covestor.

Covestor raises $12.75 million in Series B financing

June 13, 2013

PRESS RELEASE (BOSTON) June 13, 2013 — Covestor, an online marketplace for investing, announced today it has raised $12.75 million in a Series B financing round. Investors in the round included Union Square Ventures, Spark Capital, Amadeus Capital Partners, and Bay Partners. The Series B financing brings the total capital Covestor has raised to $28 million.

Kiplinger’s features Covestor in review of online money management services

Kiplinger's | October, 2013

Kiplinger’s Personal Finance identifies Covestor among the online services that "allow you to follow or mimic the moves of a manager or a top trader."

Covestor manager Barry Randall receives Morningstar recognition

April 7, 2013

Morningstar recently awarded a prestigious four stars to Barry Randall - the manager of Covestor's Crabtree Technology portfolio - for a composite tech portfolio that Barry has managed over the past three years.

How to invest with the pros? Go Online.

MarketWatch Television | August 30, 2012

Covestor CEO Asheesh Advani on MarketWatch TV discusses how the Covestor approach differs from the one-size-fits-all cookie cutter portfolios offered by many investment advisers.

Press resources

Download logos


Try Covestor free No cost, no obligation $100,000 virtual account
Or find your match amongst our portfolio managers