Insights

High Net Worth Focus Covenant specializes in serving ultra high net worth families with personalized wealth management services and comprehensive planning. This focus indicates potential opportunities to introduce advanced financial solutions, estate planning, and bespoke investment products tailored to affluent clients.

Sustainability Commitment The company's recent CSR report highlights a strong emphasis on environmental responsibility and sustainable innovation. There is potential to expand offerings related to socially responsible investing or green financial products that align with Covenant’s sustainability ethos.

Industry Engagement Recent developments show Covenant's active involvement in community stewardship and partnerships, suggesting avenues to collaborate on community-focused financial literacy programs or philanthropic advisory services for their client base.

Financial Performance Caution Despite industry recovery signs, Covenant's recent financial results reflect cautious management with a focus on deleveraging. This presents opportunities to offer tailored debt management solutions, restructuring advisory, or liquidity optimization services to support their financial strategies.

Technology Utilization The company’s use of diverse software tools demonstrates an openness to leveraging technology for client engagement and operational efficiency. This could be a gateway to pitch advanced fintech solutions such as data analytics, client portal platforms, or CRM enhancements to strengthen their client service capabilities.

Covenant Tech Stack

Covenant uses 8 technology products and services including QuickBooks, Microsoft Excel, Microsoft PowerPoint, and more. Explore Covenant's tech stack below.

  • QuickBooks
    Accounting And Finance
  • Microsoft Excel
    Editors
  • Microsoft PowerPoint
    Editors
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Google Analytics
    Web Analytics
  • Facebook
    Widgets

Media & News

Covenant's Email Address Formats

Covenant uses at least 1 format(s):
Covenant Email FormatsExamplePercentage
First.Last@covenantmfo.comJohn.Doe@covenantmfo.com
98%
Last@covenantmfo.comDoe@covenantmfo.com
2%

Frequently Asked Questions

Where is Covenant's headquarters located?

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Covenant's main headquarters is located at 18756 Stone Oak Parkway Suite 102 San Antonio, Texas 78258 United States. The company has employees across 4 continents, including North AmericaAsiaAfrica.

What is Covenant's phone number?

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You can contact Covenant's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Covenant's stock symbol?

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Covenant is a publicly traded company; the company's stock symbol is CVLG.

What is Covenant's official website and social media links?

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Covenant's official website is covenantmfo.com and has social profiles on LinkedIn.

What is Covenant's NAICS code?

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Covenant's NAICS code is 52 - Finance and Insurance.

How many employees does Covenant have currently?

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As of February 2026, Covenant has approximately 83 employees across 4 continents, including North AmericaAsiaAfrica. Key team members include Writer / Producer: S. B.Mental Health Counselor: S. C.Information Security Analyst: M. M.. Explore Covenant's employee directory with LeadIQ.

What industry does Covenant belong to?

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Covenant operates in the Financial Services industry.

What technology does Covenant use?

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Covenant's tech stack includes QuickBooksMicrosoft ExcelMicrosoft PowerPointFont AwesomeTwemojiGoogle Fonts APIGoogle AnalyticsFacebook.

What is Covenant's email format?

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Covenant's email format typically follows the pattern of First.Last@covenantmfo.com. Find more Covenant email formats with LeadIQ.

When was Covenant founded?

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Covenant was founded in 2010.

Covenant

Financial ServicesTexas, United States51-200 Employees

Covenant is a financial services firm based in San Antonio, Texas, founded and structured to address the complex financial needs of wealthy families. It provides highly personalized wealth management counsel and a comprehensive, integrated suite of services tailored to ultra high net worth clients. The firm emphasizes a goals-directed planning process and rigorous risk management to guide asset strategies.

Its asset management uses an endowment fund style approach intended to preserve and grow wealth across generations. By taking on financial management tasks for families, Covenant aims to support lifestyles, nurture the next generation, and enable community involvement.

Section iconCompany Overview

Headquarters
18756 Stone Oak Parkway Suite 102 San Antonio, Texas 78258 United States
Phone number
Stock Symbol
CVLG
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Covenant's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Covenant's revenue is estimated to be in the range of $25M$50M

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