SourcingSourcing

EDEN FINANCIAL TECHNOLOGIES INCORPORATED

C43
CRD 329900·SEC 801-130646·SANTA CLARA, CA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EDEN FINANCIAL TECHNOLOGIES INCORPORATED
CRD
329900
SEC file #
801-130646
EIN
000000000
DBA names
Cove

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other2,127

Operations

Employees (total)
5
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
SANTA CLARA CA
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
01/15/2026
ADV-W filed at
—
Website
usecove.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WOLFENDEN, DAVID, WESLEY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WOLFENDEN, DAVID, WESLEY
Howell, Liam, West
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.224
Wayback Last Material Change
2026-01-15T02:14:55.000Z
Wayback Snapshot Count
187
Wayback Snapshots Last 12mo
3
Wayback First Snapshot
1996-11-01T10:18:23.000Z
Wayback Last Snapshot
2026-03-07T08:55:29.000Z
Rdap Domain
COVE.COM
Rdap Domain Creation Date
1995-01-31T05:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001692701
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-01-05
Edgar Last Filing Date
2017-01-05
Edgar Form D Count
1
Edgar Form D Offerings
2017-01-052017-01-05 · 0001315863-17-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4275
Soi Zip Pct 200k Plus
0.2196
Soi Zip Returns 200k Plus
3,950
Soi Zip Total AGI
2,749,096
Census Median Hh Income
119,356
Census High Income Households
4,602
Census Median Age
35.2
Census Pop 65 66 Total
796
Census Total Households
15,204
Fdic Zip Total Deposits
61,103,913,000
Fdic Zip Branch Count
273
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (35)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Census Bachelors Plus Count
8,030
Census Median Home Value
1,371,700
Census Unemployed Count
801
Census Zip
95050
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
5847 SAN FELIPE STREETSUITE 1560HOUSTON, TX 77057
Business
5847 SAN FELIPE STREETSUITE 1560HOUSTON, TX 77057
Edgar EIN
000000000
Edgar Recent Filings
D2017-01-05 · 0001315863-17-000004
Fdic Zip Branches Raw
Home Savings of America, FSBSanta Clara, CA
San Francisco Federal Savings and Loan AssociationSanta Clara, CA
Fdic Zip HHI
1725.41
Fdic Zip Top Bank Share Pct
28.88
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-02-01T05:00:00Z
Rdap Domain Last Changed
2022-09-09T23:21:36Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,007
Returns3,220
Stub 2
AGI102,360
Returns2,750
Stub 3
AGI154,871
Returns2,500
Soi Zip Total Business Income
54,918
Soi Zip Total Cap Gains
167,683
Soi Zip Total Dividends
45,025
Soi Zip Total Returns
17,990
Top Owner CRD
7932794
Trust Company Affiliate
No
Wayback Avg Days Between Changes
381
Wayback Closest Snapshot Ts
2026-03-07T08:55:29.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260307085529/https://cove.com/
Wayback Distinct Digest Count
29

People (3)

3
WOLFENDEN, DAVID, WESLEY
Direct Owner · 62.5%
7932794
Howell, Liam, West
Direct Owner · 17.5%
7932809
MIRSKY-TERRANOVA, SARAH, AILEEN
Executive Officer · 2.5%
6422337