Covestor

Covestor:

A Supermarket of Money Managers

Recently Released!!!
Date Published: June 16, 2014
Summary PowerPoint Deck: 11 Slides
Reference PowerPoint 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 www.covestor.com.

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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