About Covenant
Covenant was founded, built and structured expressly around understanding and meeting wealthy families' complex financial needs. We help our clients maximize the potential of the human, intellectual, and financial capital at their fingertips by providing highly personalized counsel and a comprehensive, integrated suite of wealth management services tailored to ultra high net worth families. Covenant's fortes are its comprehensive goals-directed planning process and its exacting risk management methods. We manage client assets in a wide-ranging ‘endowment fund' approach designed to preserve and grow wealth consistently. Covenant unburdens families from the cares of financial management and permits them to maintain their lifestyles, nurture the next generation, and make their personal mark in their community.
Skilled, multidisciplinary financial advisors driven by an honest passion, deep experience, and an ongoing commitment to helping you achieve your life goals.
Phone: (210) 403-5350
Company facts
- Industry
- Finance
- Sub-industries
- Tax & Estate Planning, Community Involvement & Philanthropy Planning, Family Governance & Education, Financial, Investment Advice & Management, Financial Services
- Location
- San Antonio, Texas, United States
- Employees
- 51–200
- Revenue (USD)
- 5–10M
- Founded
- 2010
Products and services
Open Covenant in GlobalDeal Is this your company? Update the details for free
More Finance companies in United States
- Springleaf Financial Services
Springleaf Holdings Inc., through its subsidiary companies (Springleaf), is a leading provider of consumer credit based in Evansville, Indiana. Springleaf makes secured and… - Wex
WEX Inc. (NYSE: WEX) is a leading provider of corporate payment solutions. From its roots in fleet card payments beginning in 1983, WEX has expanded the scope of its business… - Eagle Home Mortgage
Founded in 1981, Eagle Home Mortgage is a full-service mortgage lender and proud member of The Lennar Family of Companies. Lennar is a Fortune 500 company; S&P 500 Real Estate… - Peoples Bank
Peoples Bancorp Inc. is a diversified financial products and services company with $3.6 billion in assets, 76 locations, including 67 full-service bank branches and 74 ATMs in… - PRA Group (Nasdaq: PRAA)
As a global leader in acquiring and collecting nonperforming loans, PRA Group returns capital to banks and other creditors to help expand financial services for consumers in the… - Interactive Data
Intercontinental Exchange acquired Interactive Data Corporation, and is now ICE Data Services. There will be no updates or responses posted on this page. For continued news and… - Green Dot Corporation
Green Dot Corporation, along with its wholly owned subsidiary bank, Green Dot Bank, is a pro-consumer financial technology innovator with a mission to reinvent personal banking… - Bessemer Trust
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. Through… - Elliott Management
Elliott Management Corporation is one of the oldest and most successful hedge funds in the world, founded by Paul Singer in 1977. The firm specializes in activist investing… - Kroll Bond Rating Agency, Inc.
Kroll Bond Rating Agency, Inc. was established in 2010 in an effort to restore trust in credit ratings by creating new standards for assessing risk and by offering accurate and… - Advance Financial
Advance Financial is the premier alternative financial services provider in Middle Tennessee serving its customers 24/7 with 73 convenient locations. Advance offers short-term… - Jsi
JSI provides a full array of financial, management, regulatory, business development, marketing/public relations and strategic services, as well as education and training.…