Covenant Financial Services Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Covenant Financial Services General Information


Provider of wealth management services. The company is primarily engaged in providing tax management, investment management, retirement strategies, insurance and other advisory services.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Covenant Multifamily Offices
Primary Office
  • 210 Park Avenue
  • Suite 3000
  • Oklahoma City, OK 73102
  • United States
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Covenant Financial Services Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Covenant Financial Services‘s full profile, request access.

Request a free trial

Covenant Financial Services Executive Team (3)

Name Title Board Seat Contact Info
Steve Hartman Chief Operating Officer
Steve Shafer Chief Investment Officer
Scott Duncan Founder & Senior Vice President, Client Relations & Advanced Planning
To view Covenant Financial Services’s complete executive team members history, request access »