AdFi
C

COVE

SEC Registered

Build wealth. Build your island.

SANTA CLARA, CAhttps://usecove.com651-442-9483
Assets Under Management
Not disclosed
Employees
5
Office Locations
1 office
Total Accounts

About the firm

Cove is a finance app that turns saving and investing into an addictive game, helping users grow wealth as they play through a gamified island-building experience.

Areas of expertise

Gamified SavingsHigh Yield SavingsInvestingMobile AppPersonal FinanceWealth Building

Services

High yield savings (4.25% APY) and investing, delivered through a gamified mobile app available on the App Store and Google Play

Who they serve

Young people having trouble saving money, with a community of 30,000+ users called 'Covelings'

Client segmentClientsAssets managed
Individuals (Non-HNW)2,127
High Net Worth Individuals0
Investment Companies0
Pooled Investment Vehicles0
Pension/Profit Sharing Plans0
Charitable Organizations0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0

0 total clients reported on Form ADV.

Leadership

David Wesley Wolfenden
CHIEF EXECUTIVE OFFICER
Sarah Aileen Mirsky-Terranova
CHIEF COMPLIANCE OFFICER
Liam West Howell
CHIEF TECHNOLOGY OFFICER

Office locations

1 office in 1 state
CA
SANTA CLARAHQ

Regulatory & compliance

CRD number
#329900
SEC Number
801-130646
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of January 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COVE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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COVE in SANTA CLARA, CA | AdvisorFinder