Covestec is a white label, end-to-end software solution to fully automate your private placement transactions. We provide industry-leading technology, analytics, and transactional solutions to help broker dealers, RIA’s and Family Offices maximize their participation in the rapidly growing Pre-IPO market, allowing our clients to gain a competitive advantage and make transactions an easier and more satisfying experience. Covestec software allows you to effortlessly navigate the complexities of private placement transaction management while satisfying the regulatory mandates of FINRA compliance and audits.
| Website | https://covestec.com/ |
| Employees | 3 (1 on RocketReach) |
| Founded | 2017 |
| Address | 12 Oakland St, Amesbury, Massachusetts 01913, US |
| Technologies |
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| Industry | Software Development, Family Offices, Registered Investment Advisors, Broker-Dealers, Financial Services, Private Placement, Private Deals, Pre-IPO, FINRA, Compliance |
| Keywords | Transaction Automation, End To End Solutions, Transactional Solutions, Automation Platform, Investment Technology, Financial Technology, White Label Software, Investment Management Software, Family Office Technology, Wealth Management Technology, Securities Technology, Alternative Investments, Analytics Platform, Data Analytics, Compliance Technology, Regulatory Technology |
Looking for a particular Covestec employee's phone or email?
David Edmondson is the Chairman and CEO of Covestec.
1 people are employed at Covestec.
Covestec is based in Amesbury, Massachusetts.