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Innovest Systems

Innovest Systems Summary

Company Summary

Overview
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.
Type
Private
Status
Active
Founded
2000
HQ
New York, NY, US | view all locations
Website
http://www.innovestsystems.com/
Cybersecurity rating
Sectors

Key People

  • Glenn Schmidt

    Glenn Schmidt, Chief Executive Officer

  • Maryanne Campbell

    Maryanne Campbell, Chief Revenue Officer

  • Ryan Alexis, Senior Vice President of Product & Operations

  • Michele Hardesty

    Michele Hardesty, Executive Vice President of Managed Services

LocationsView all

5 locations detected

  • New York, NY HQ

    United States

    110 Leroy St

  • Arlington, TX

    United States

    1301 S Bowen Rd #335

  • Atlanta, GA

    United States

    1530 Dunwoody Village Pkwy #108

  • Sacramento, CA

    United States

    1651 Response Rd #350

  • San Diego, CA

    United States

    7825 Fay Ave #200, La Jolla

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