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Kovitz

Kovitz

Chicago, Illinoiskovitz.com

Overview

Kovitz is a Chicago-based investment adviser that provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, and institutions.

Year Founded

2003

Portfolio Companies

1

Website

kovitz.com

Investments

CompanyDateStageLead
GoRoutJul 2018SeedLead

Key People

Patrick Jamin

Principal, Head Of Platform Channels, Strategic Advisory Board Member

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersChicago, Illinois
Year Founded2003

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