Enterprise & Partnerships
Built for the people who guide what matters most.
Covet gives advisors and employers a smarter way to help clients and employees understand, organize, and protect everything they've built — in one AI-powered platform.
Financial Advisors & RIAs
Up to 60% of client net worth sits outside your platform — in collectibles, real estate, and personal assets. Covet's AI surfaces that hidden wealth and flags portfolio gaps, underinsured assets, and buy/sell/hold opportunities before your next meeting — and helps you enrich your offering with estate documents for clients.
Employee Benefits Programs
A financial wellness benefit employees actually use — beyond 401(k). Covet's AI analyzes each employee's full financial picture to surface coverage gaps, generated estate documents, and actionable steps toward a stronger financial future.
Banks & Financial Institutions
Deepen client relationships with a complete view of customer wealth. Covet's AI identifies cross-sell opportunities — loans, insurance, investment products — by analyzing the gaps between what customers own and what they're protected against.
Partner Dashboard
A single place to see client progress, opportunities, and AI recommendations. Available to advisors and enterprise partners.
- Portfolio view of all clients and their completion status
- Per-client AI recommendations, estate gaps and next steps
- Surface client needs and prioritize outreach
- Invite and manage clients
Sample Dashboard
Trust & compliance
- SOC 2 Type II Certified
- Bank-level encryption
Platform
- AI opportunity & gap analysis
- Real-time AI valuations
- Trusted by B2B organizations