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.

Covestec

Org chart

Teams

Offices