A Supermarket of Money Managers

Recently Released!!!
Date Published: June 16, 2014
Summary Power Point Deck: 11 Slides
Reference Power Point Deck: 36 Slides

Covestor was founded by Rikki Tahta in 2007. The company has two offices and is led by its CEO Asheesh Advani & Chief Operating Officer Tom Dorsky. Its web site can be found at

Covestor's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Asheesh Advani Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, assets under administration, net flows, revenues, & net profits.

Its profile includes detailed outlines of its core services:

  • Service One
  • Service Two
And its profile concludes with the highlights of its organizational structure & ownership.
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