Interactive Advisor
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
175 Federal St Ste 930, Boston, Massachu...Phone Number
(866) 825-3005Website
www.interactiveadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Interactive Advisor
Covestor brings the clarity and efficiency of an online marketplace to the world of money management. Investors can compare and select from a transparent marketplace of money management talent that includes top performing portfolio managers and successful investors. Covestor's Portfolio Sync technology automatically replicates trades, providing clients the convenience of set and forget functionality and the protection of Covestor's proprietary trade filtering. Covestor is widely regarded as a pioneer in bringing separately managed accounts (SMAs) online in a transparent marketplace. Founded in 2006, the company has offices in New York City and London and is funded by leading VC firms including Union Square Ventures, Spark Capital and Amadeus Capital Partners. Covestor is an investment adviser registered with the US Securities and Exchange Commission under the Investment Advisers Act of 1940.Explore more
Interactive Advisor Org Chart
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Interactive Advisor financials insights
Gather financial insights about Interactive Advisor, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2007
Angel/Seed
$1M
2008
Series A
$6.5M
2010
Private Equity
$3.6M
2011
Private Equity
$4M
2013
Series B
$13M
Interactive Advisor Tech Stack
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Covestor brings the clarity and efficiency of an online marketplace to the world of money management. Investors can compare and select from a transparent marketplace of money management talent that includes top performing portfolio managers and successful investors. Covestor's Portfolio Sync technology automatically replicates trades, providing cli... Read More
