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Interactive Advisors

Interactive Advisors

An asset management company formerly known as Covestor. It has locations in Boston, Massachusetts and London, England.

Interactive Advisors is a financial services company that was founded in 2006. It is a branch of Interactive Brokers Group. It aids clients with creating an investment portfolio by using its products, services, and personnel to navigate them through the process.

Product

Clients can choose to create their own portfolio using Interactive Advisors website or pick on that is already created based on industry data. Clients can sign up for the services on the company's website, where they will be directed to answer nine questions regarding their goals for investing. There is a $1,000 investment minimum for the portfolios. The portfolios allocate the investment funds into various sections including a equity component, bond component, and an inflation-hedging component. The stated goal of investing in different areas is to create diversification, thus lowering the risk of the investments and increasing the stability. If clients should want to trade on their own, they must upgrade to an Interactive Brokers LLC (IBKR) Universal Account.

Timeline

Funding rounds

People

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Further reading

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Documentaries, videos and podcasts

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What is Interactive Advisors? (Formerly Covestor)

June 10, 2016

Companies

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References

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