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Kovitz

Financial Services

Specialities :
Investment management
Financial planning
Fixed income analysis
Wealth management
Equity strategies

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
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Frequently Asked Questions About Kovitz

What does Kovitz do?+

Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research. We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. As an independently managed advisor, we are beholden to our clients alone for whom we manage and advise on more than $20 billion in assets (as of 6/30/24). Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment...

What are Kovitz's specialties? +

Investment management,financial planning,fixed income analysis,wealth management,equity strategies,retirement planning,alternative products,tax advice,and family office

What is Kovitz's industry? +

Kovitz operates in the Financial services industry.

What is Kovitz's revenue? +

Kovitz's revenue is 11m - 100m

What is Kovitz's company size? +

Kovitz has 51 - 200 employees.

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