Insights

Niche Market Focus CoveView Advisors specializes in providing corporate finance services to a select client base including corporations, private equity firms, financial institutions, and investors, indicating opportunities to offer tailored financial technology solutions or advanced advisory tools.

Digital Presence & Tech Stack Utilizing a diverse range of technologies such as Drupal, MySQL, and Google Analytics suggests openness to digital upgrades and integration, presenting prospects for offering modernized content management, data analytics, or cybersecurity enhancements.

Growth Potential With revenues estimated between $10 million and $25 million and a relatively small team of 11-50 employees, CoveView Advisors demonstrates scalability potential, making it suitable for expanding service offerings like compliance solutions, operational tools, or financial software.

Industry Alignment Operating within investment banking and financial services closely aligned with large firms like Aon and Mercer, there are opportunities to introduce specialized financial technology, data management, or risk assessment solutions tailored for mid-size advisory firms.

Market Expansion Opportunities Given the company's positioning and size, there is potential for strategic partnerships or collaborations with fintech providers that can enhance advisory capabilities, improve client engagement, or streamline back-office operations in the finance sector.

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 FormatsExamplePercentage
FLast@coveview.comJDoe@coveview.com
100%
FLast@coveviewadvisors.comJDoe@coveviewadvisors.com
43%
First.Last@coveviewadvisors.comJohn.Doe@coveviewadvisors.com
9%
Fir.Last@coveviewadvisors.comJoh.Doe@coveviewadvisors.com
5%
FLast@coveviewadvisors.comJDoe@coveviewadvisors.com
43%

Frequently Asked Questions

Where is CoveView Advisors's headquarters located?

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

What is CoveView Advisors's phone number?

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You can contact CoveView Advisors'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 CoveView Advisors's official website and social media links?

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

What is CoveView Advisors's SIC code NAICS code?

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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?

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As of December 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?

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CoveView Advisors operates in the Investment Banking industry.

What technology does CoveView Advisors use?

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

What is CoveView Advisors's email format?

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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?

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CoveView Advisors was founded in 2009.

CoveView Advisors

Investment BankingConnecticut, United 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.

Section iconCompany Overview

Headquarters
300 Atlantic Street, 7th Floor
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2009
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    CoveView Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    CoveView Advisors's revenue is estimated to be in the range of $10M$25M

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