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Kovitz

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 more than $7.1 billion in assets. Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients.

Free account • No credit card • 5 profiles/day

Financial Services 94 Employees Found Founded 2003 41039 Similar Companies
94 Employees Found
89% Email Coverage
$11.7M Est Revenue
4 Office HQ
41039 Similar Companies
Aug '26 Last Verified

Kovitz Technology Stack

MailChimp SPF

Mailchimp SPF is a DNS record that authorizes Mailchimp to send emails on your behalf, helping improve email deliverability and prevent spam or spoofing by verifying your domain's legitimacy.

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Webtype

Webtype is a platform that offers customizable, responsive website templates designed for fast, elegant, and user-friendly online presence. It simplifies website creation with modern design tools and seamless hosting options.

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Prismic

Prismic is a headless CMS that enables developers and marketers to create, manage, and deliver personalized content across multiple channels with ease, offering flexible APIs and a user-friendly interface for seamless content management.

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Hubspot Forms

HubSpot Forms is a user-friendly tool that allows businesses to create customizable online forms to capture leads, gather customer information, and integrate seamlessly with HubSpot's CRM for effective marketing and sales automation.

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Hubspot

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Netlify

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Kovitz Competitors

The Mather Group, LLC
The Mather Group, LLC

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MAI Capital Management
MAI Capital Management

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Mission Wealth
Mission Wealth

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McAdam Financial
McAdam Financial

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Larson Financial
Larson Financial

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Evercore Wealth Management, LLC
Evercore Wealth Management, LLC

Financial Services • 119 employees • New York, United States

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Frequently asked questions about Kovitz

Who are the decision makers in Kovitz?

The decision makers in Kovitz are Adam Butbul, Chris Nicholson, Herschlikovitz Ludovic, etc. Click to Find Kovitz decision makers emails.

Where is Kovitz headquarters located?

Kovitz headquarters is located at 71 South Wacker Drive, Suite 1860, Chicago, IL 60606, US.

What is Kovitz's annual revenue?

Kovitz generates an estimated $10M–$50M annually, based on industry analysis and publicly available market data.

How can I contact Kovitz?

You can contact Kovitz by calling 312.334.7300.

What is Kovitz Contact number?

You can contact Kovitz at 312.334.7300. For faster support, we recommend reaching out via email or the contact form on their website.