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

BASIC

Essential coverages to meet client demands


Business Owners Policy (BOP)

From
49
Month
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Includes:

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

STANDARD

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

PRO

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

CUSTOM

When you have specific requirements


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

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ALREADY INSURED?

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

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Start your application and get a free quote in minutes.

Or call (646) 844-9933 anytime.

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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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Our mission is to help small businesses to be better protected, informed and served. See what our customers are saying.

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Personalized Service

5 stars service

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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Quick and Easy!

5 stars service

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

5 stars service

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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The Power Behind CoverWallet

Algorithms, Science, Magic
Customized, Intelligent Application
State of the Art Technology

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.

State of the Art Technology

We've built all our fancy tech from scratch, which allows us to get you certificates on demand, free of charge, and for us to find you savings.

Are you ready to get down to business?

Start your application and get a free quote in minutes or call (646) 844-9933 anytime.