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.
    TypePrivate
    Founded2000
    HQNew York, US
    Websiteinnovestsystems.com
    Employee Ratings3.1

    Latest Updates

    Employees (est.) (Nov 2020)84(-2%)
    Cybersecurity ratingBMore

    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

    Chief Revenue Officer
    Mark Solomon

    Mark Solomon

    SVP & Chief Technology Officer
    Michele Hardesty

    Michele Hardesty

    Executive Vice President of Managed Services
    Show more

    Innovest Systems Office Locations

    Innovest Systems has offices in New York, Arlington, Atlanta, Sacramento and in 1 other location
    New York, US (HQ)
    110 Leroy St
    Arlington, US
    1301 S Bowen Rd #335
    Atlanta, US
    1530 Dunwoody Village Pkwy #108
    Sacramento, US
    1651 Response Rd #350
    San Diego, US
    7825 Fay Ave #200, La Jolla
    Show all (5)

    Innovest Systems Financials and Metrics

    Summary Metrics

    Founding Date

    2000

    Innovest Systems Cybersecurity Score

    Cybersecurity ratingPremium dataset

    B

    88/100

    SecurityScorecard logo

    Innovest Systems Online and Social Media Presence

    Embed Graph

    Innovest Systems News and Updates

    SS&C agrees $120m Innovest Systems takeover

    SS&C has struck a deal to buy wealth management technology outfit Innovest Systems for $120 million...

    Innovest Systems Announces the Formation of a Risk Advisory Committee

    Innovest Systems today announced the formation of its Risk Advisory Committee, comprised of industry experts that will provide risk management insight in the unique asset management and operations support arenas. Formation of this committee demonstrates Innovest’s continuing commitment to being a le…

    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 84 employees.

    • Who are Innovest Systems competitors?

      Competitors of Innovest Systems include Maxxia, Itemize and South State.

    • 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, Arlington, Atlanta, Sacramento and in 1 other location.

    • How many offices does Innovest Systems have?

      Innovest Systems has 5 offices.