Innovest Systems

    OverviewSuggest Edit

    With extensive experience in trust, wealth management, securities operations, and information systems, the Innovest staff and management team deliver innovative solutions to your asset management challenges. We partner with our clients to understand their businesses and their needs in the highly competitive landscape of today's financial services industry. Innovest has over $425 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents including checks, advices, and tax forms each year. Innovest's wholly owned subsidiary, FinTech Securities, executes over 69 million equity shares annually. Innovest empowers its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results. ... Show more
    TypePrivate
    Founded2000
    HQNew York, US
    Websiteinnovestsystems.com
    Employee Ratings3.1

    Locations

    Innovest Systems is headquartered in
    New York, United States

    Location Map

    Latest Updates

    Employees (est.) (Feb 2019)86(-2%)

    Key People/Management at Innovest Systems

    Glenn Schmidt

    Glenn Schmidt

    CEO
    Joanne Smith

    Joanne Smith

    COO
    Warren Hadley

    Warren Hadley

    CFO
    Maryanne Campbell

    Maryanne Campbell

    Senior Vice President, Sales and Marketing
    Mark Solomon

    Mark Solomon

    Chief Technology Officer
    Greg McCloskey

    Greg McCloskey

    Senior Vice President, Corporate Development
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    Innovest Systems Office Locations

    Innovest Systems has offices in New York, San Diego, Sacramento and Atlanta
    New York, US (HQ)
    110 Leroy St
    Atlanta, US
    108 1530 Dunwoody Village Pkwy
    Sacramento, US
    350 1651 Response Rd
    San Diego, US
    200 7825 Fay Ave
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    Innovest Systems Financials and Metrics

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    Founding Date

    2000
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    Innovest Systems Online and Social Media Presence

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    Innovest Systems Company Life and Culture

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    Innovest Systems Frequently Asked Questions

    • When was Innovest Systems founded?

      Innovest Systems was founded in 2000.

    • Who are Innovest Systems key executives?

      Innovest Systems's key executives are Glenn Schmidt, Joanne Smith and Warren Hadley.

    • How many employees does Innovest Systems have?

      Innovest Systems has 86 employees.

    • Who are Innovest Systems competitors?

      Competitors of Innovest Systems include Peoples Financial Services, FutureAdvisor and Tungsten.

    • Where is Innovest Systems headquarters?

      Innovest Systems headquarters is located at 110 Leroy St, New York.

    • Where are Innovest Systems offices?

      Innovest Systems has offices in New York, San Diego, Sacramento and Atlanta.

    • How many offices does Innovest Systems have?

      Innovest Systems has 4 offices.