Interactive Advisors
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Interactive Advisors - overview
Established
2006
Location
Boston, MA, US
Primary Industry
Financial Services
About
Based in Massachusetts, US, and founded in 2006 by co-founders Perry Blacher and Simon Veingard, Covestor Ltd, doing business as Interactive Advisors, operates as a provider of a robo-advisory platform, offering a range of investment portfolios to retail investors looking for transparent investing solutions. In December 2023, Credit Suisse, Vestmark Advisory Solutions, Covester, and Arizona State Retirement System, acquired 11284 shares in Primerica in an PIPE transaction. The company provides an investment advisory platform that offers customized investment portfolios to individual investors. The platform services include portfolio management, asset allocation, and performance tracking.
Moreover, the firm offers solutions such as low-fee structures, risk assessment tools, and socially responsible investing options. Additionally, the firm also provides services such as tax-loss harvesting and investment goal tracking. The revenue model of Interactive Advisors relies on asset management fees, which are based on client investments.
Primary Industry
Financial Services
Sub Industries
Investment Banking, e-Financial, Accounting/Finance Software
Website
www.interactiveadvisors.com/
Verticals
Cloud Computing, FinTech
Total Amount Raised
Subscriber access only
Interactive Advisors - employee data
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