Financial Advisor Insurance & Investment Advisor Insurance

Get business insurance with optimized coverage to meet your exact needs

Prefer to speak with a CoverWallet consultant? Call (646) 844-9933 anytime.

Better, Regardless of Your Size

  • Fast processing gets you insured before the market opens

  • Get back to giving financial advice in minutes

  • The right insurance has you protected all the time

  • All-in-one service for financial and investment advisers

Coverage Plans for All Your Needs


Essential coverages to meet client demands

Business Owners Policy (BOP)

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  • Bodily Injury
  • Damage to third party property
  • Business personal property
  • Personal injury
  • Lost business income
  • Equipment breakdown


Protect your business against service errors

Business Owners Policy (BOP) + Errors & Omissions (E&O)

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All Basic plan benefits and:

  • Professional negligence
  • Retroactive claims (previous contracted work)
  • Subcontractor errors


Get protected against employment-related issues

BOP + E&O + Workers Compensation*

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All Standard plan benefits and:

  • Coverage for work-related accidents and disease and subsequent:
    • Ongoing medical care (such as rehab)
    • Missed wages during recovery

*plus Workers Compensation


When you have specific requirements

Including Workers Compensation, Hired & Non-Owned Auto, etc.

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We will take care of the switching hassle.

Call us at (646) 844-9933 for help and more information

Act Now, Get Protected Easily, Quickly and Affordably

See how much you could be saving, with best in class insurance partners.

Start your application and get a free quote in minutes.

Or call (646) 844-9933 anytime.

Get protected easily with CoverWallet

Frequently Asked Questions

Why do Financial and Investment advisers need insurance?

Establishments in this industry provide a large number of financial services. Services include the buying and repackaging of loans, trust, fiduciary and custody services, portfolio management, investment advice, and electronic fund transfers. This industry is comprised of businesses such as banks, fiduciary agencies, mutual fund management companies, and private financial advisors.

There are a lot of risks that financial and investment advisers can face. As you provide financial and investment advice to clients, there is a risk of errors and omissions in your activity. Yes, investments have risks, but when your business makes a mistake, these risks are the responsibility of your business. If that happens, your business will pay for the court fees and any settlements awarded. With insurance, the costs will be covered up to the limits of your policy so you don’t have to pay out of pocket.

What risks do Financial and Investment advisers face?

Financial advisers provide clients advice in their investments. If your advice did not produce the results that you projected it could cause a huge financial loss for your clients. Other risks that your business could face include:

  • Your website could get hacked, and all your customers' private information is leaked.
  • Your employees get can get sick or injured on the job, and you are responsible for related expenses.

These are just a few of the many risks that your business could face.

How much does Financial Advisor Insurance cost?

The cost of your insurance depends on the services you offer, the number of employees you have, the coverage you need and many other factors. To find out what your insurance costs, apply online to get a free quote or contact our customer service representatives.

Peace of Mind, At Your Fingertips

CoverWallet utilizes state of the art technology to help small businesses understand and buy customized coverage, get significant savings and conveniently manage their insurance, in a matter of minutes, all through our online platform.

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John White, Restaurant Owner

I didn’t know what type of insurance I needed for my new business so I called CoverWallet and the agent provided me with everything in under an hour!

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Laura Campbell, Distributor

There is nothing more that CoverWallet could have done to make the process any faster or easier. They made it as painless as possible.

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Honest and Transparent

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Anthony Williams, Contractor

I was extremely satisfied with all services and communications with customer support. I would definitely recommend to others. Thank you CoverWallet!

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Algorithms, Science, Magic!

You wanted better protection and cheaper pricing. So did we. We baked that dream into everything we've set out to accomplish in building our award winning platform.

Customized, Intelligent Application

We have one! How much could we have really improved the insurance purchase process? Try us! We ask only the questions you need to answer, nothing more.

Endless Experience!

We are proud to be part of Aon, the leading global professional services firm providing advice and solutions in Risk, Retirement and Health. With us, you’re in good hands!

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