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Company profile: Covestor

1.1 - Company Overview

Covestor Logo

Covestor

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of portfolio sync technology and an online marketplace for investment management, enabling investors to compare and select portfolio managers and automatically replicate their trades. Offers Interactive Advisors robo-advisory portfolios, diversified asset allocation, smart beta and SRI options, and self-directed trading via Interactive Brokers, with low fees, low minimums, rebalancing, and tax-loss harvesting.

Products and services

  • Asset Allocation Portfolios: Tax-aware diversified portfolios tailored to individual risk tolerance with low management fees, automatic rebalancing, and optional tax-loss harvesting to maintain target allocations and improve after-tax outcomes
  • Interactive Advisors: Automated platform offering socially responsible and smart beta portfolios with low minimum investments and management fees, using Portfolio Sync technology to automatically replicate trades from investment management talent
  • Self-Directed Trading: Broker-integrated upgrade to an Interactive Brokers account enabling independent trading of stocks, options, futures, bonds, and ETFs with low commissions and global market access

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Covestor

Moka Logo

Moka

HQ: Canada Website
  • Description: Provider of a saving and investing app that automatically rounds up everyday purchases and invests the spare change, helping users save more, spend less, and invest smarter to achieve financial goals. Formerly Mylo; Canada's #1 saving and investing app.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Moka company profile →
KMG Logo

KMG

HQ: United Kingdom Website
  • Description: Provider of investment management, financing, income protection, retirement planning, and long-term care planning services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full KMG company profile →
Boosted.ai Logo

Boosted.ai

HQ: Canada Website
  • Description: Provider of an AI-powered web-based platform, Boosted Insights, that automates investment management processes and enhances portfolio management outcomes for the global financial industry through distributed machine learning, bringing advanced quantitative investing techniques to portfolio managers without requiring any coding or data science background.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Boosted.ai company profile →
Mergermarket Logo

Mergermarket

HQ: United States Website
  • Description: Provider of information services as an agency.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Mergermarket company profile →
LFM Wealth Management Logo

LFM Wealth Management

HQ: United States Website
  • Description: Provider of investment management and financial planning services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full LFM Wealth Management company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Covestor

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Covestor

2.2 - Growth funds investing in similar companies to Covestor

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4 - Top valuation comps for Covestor

4.2 - Public trading comparable groups for Covestor

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4.3 - M&A Transactions similar to Covestor

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Covestor

What does Covestor do?

Covestor is a provider of portfolio sync technology and an online marketplace for investment management, enabling investors to compare and select portfolio managers and automatically replicate their trades. Offers Interactive Advisors robo-advisory portfolios, diversified asset allocation, smart beta and SRI options, and self-directed trading via Interactive Brokers, with low fees, low minimums, rebalancing, and tax-loss harvesting.

Who are Covestor's competitors?

Covestor's competitors and similar companies include Moka, KMG, Boosted.ai, Mergermarket, and LFM Wealth Management.

Where is Covestor headquartered?

Covestor is headquartered in United States.

How many employees does Covestor have?

Covestor has 1,000 employees 🔒.

When was Covestor founded?

Covestor was founded in 2010 🔒.

What sector and industry vertical is Covestor in?

Covestor is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Covestor

Who are the top strategic acquirers in Covestor's sector and industry

Top strategic M&A buyers and acquirers in Covestor's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Covestor?

Top strategic M&A buyers groups and sectors for Covestor include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Covestor's sector and industry vertical

Which are the top PE firms investing in Covestor's sector and industry vertical?

Top PE firms investing in Covestor's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Covestor's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Covestor's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Covestor's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Covestor include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Covestor's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Covestor?

The key public trading comparables and valuation benchmarks for Covestor include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Covestor for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Covestor with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Covestor's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Covestor with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Covestor's' sector and industry vertical?

Access recent funding rounds and capital raises in Covestor's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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