Finovate Demo Video Archives

Demo video will be available soon.

Presenter Profile:

How they describe themselves: Covet transforms estate planning into a growth engine for advisors. As $84 trillion shifts generations, Covet helps you stay at the center-by connecting families, organizing assets, and making wealth transfer seamless. It’s built for multigenerational households: every client, every heir, one shared experience. Covet reveals hidden AUM, strengthens emotional ties, and ensures you’re not “mom and dad’s advisor”-you’re the family’s advisor, now and for decades to come.

How they describe their product/innovation: Covet is a client-facing estate platform that helps advisors grow AUM, deepen relationships, and retain assets across generations. Families can organize accounts, personal property, and digital files-and easily assign assets to beneficiaries. Each heir receives their own vault and balance sheet, making wealth transfer clear and personal. Covet transforms estate planning into a collaborative, multigenerational experience that keeps advisors connected to the entire household-before, during, and after wealth transitions.

Product distribution strategy: B2C, B2B, through FiI and other fintech companies & platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Christy Wong (VP of Business Development), [email protected], 929-284-5249
Press: Rob Bucher (Head of Marketing), [email protected], 612-877-0462