Insights

Niche Market Focus CoveView Advisors specializes in providing independent corporate finance advisory services to a targeted client base including corporations, private equity firms, financial institutions, and investors, indicating opportunities for tailored financial technology solutions or specialized consulting services.

Experienced Team With decades of expertise across financial disciplines, the firm emphasizes a high level of judgment and creative insight, presenting potential for advanced data analytics, financial modeling tools, or AI-driven decision support systems to enhance client advisory capabilities.

Limited Size & Growth As a smaller firm with 11-50 employees, CoveView Advisors may seek scalable technology solutions, customer relationship management platforms, or operational efficiencies that can support growth and improve client engagement without extensive resource investment.

Technology Stack Utilizing modern web technologies such as WordPress, MySQL, and Progressive Web Apps indicates openness to digital enhancements, suggesting potential opportunities for cybersecurity services, web optimization, or client portal solutions.

Financial Partnership Potential Operating within the investment banking sector with affiliations through Finalis Securities LLC provides avenues for financial technology providers or compliance solutions to strengthen transactional efficiency and regulatory adherence.

Similar companies to CoveView Advisors

CoveView Advisors Tech Stack

CoveView Advisors uses 8 technology products and services including Drupal, MySQL, Google Fonts API, and more. Explore CoveView Advisors's tech stack below.

Drupal
Content Management System
MySQL
Database
Google Fonts API
Font Scripts
Flickity
Javascript Libraries
jQuery Mobile
Mobile Frameworks
PHP
Programming Languages
Google Tag Manager
Tag Management
Google Analytics
Web Analytics

Media & News

CoveView Advisors's Email Address Formats

CoveView Advisors uses at least 2 format(s):

CoveView Advisors Email Formats	Example	Percentage
FLast@coveview.com	JDoe@coveview.com	100%
FLast@coveviewadvisors.com	JDoe@coveviewadvisors.com	43%
First.Last@coveviewadvisors.com	John.Doe@coveviewadvisors.com	9%
Fir.Last@coveviewadvisors.com	Joh.Doe@coveviewadvisors.com	5%
FLast@coveviewadvisors.com	JDoe@coveviewadvisors.com	43%

Frequently Asked Questions

Where is CoveView Advisors's headquarters located?

CoveView Advisors's main headquarters is located at 300 Atlantic St, 7th Floor Stamford, CT 06901, US. The company has employees across 1 continents, including North America.

What is CoveView Advisors's phone number?

You can contact CoveView Advisors's main corporate office by phone at

+1-203-327-****

. 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 CoveView Advisors's official website and social media links?

CoveView Advisors's official website is coveviewadvisors.com and has social profiles on LinkedIn.

What is CoveView Advisors's SIC code NAICS code?

CoveView Advisors's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does CoveView Advisors have currently?

As of October 2025, CoveView Advisors has approximately 16 employees across 1 continents, including North America. Key team members include Partner: J. M.Partner: M. F.Managing Partner: T. M. C.. Explore CoveView Advisors's employee directory with LeadIQ.

What industry does CoveView Advisors belong to?

CoveView Advisors operates in the Investment Banking industry.

What technology does CoveView Advisors use?

CoveView Advisors's tech stack includes DrupalMySQLGoogle Fonts APIFlickityjQuery MobilePHPGoogle Tag ManagerGoogle Analytics.

What is CoveView Advisors's email format?

CoveView Advisors's email format typically follows the pattern of FLast@coveview.com. Find more CoveView Advisors email formats with LeadIQ.

When was CoveView Advisors founded?

CoveView Advisors was founded in 2009.

CoveView Advisors

Q: How many employees does CoveView Advisors have currently?

CoveView Advisors has approximately 16 employees.

Q: What technology does CoveView Advisors use?

CoveView Advisors's tech stack includes Microsoft 365, Google Analytics, jQuery, HSTS, Drupal.

Investment BankingUnited States11-50 Employees

CoveView Advisors LLC is an independent advisory firm providing corporate finance services to corporations, private equity firms, financial institutions and investors.

With decades of experience across the range of financial disciplines, we understand the complexities our clients face. Our team has the judgment, creative insight and real-world expertise to identify and deliver the best possible advice and execution.
 
At CoveView, our commitment and perspective enables us to bring world-class private equity and investment banking capabilities to our clients.

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. CoveView Advisors LLC and Finalis Securities LLC are separate, unaffiliated entities.