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.

Employee Rating

3.1
TypePrivate
HQNew York, US
Founded2000
Size (employees)87 (est)+2%
Websiteinnovestsystems.com
Innovest Systems was founded in 2000 and is headquartered in New York, US
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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, Atlanta, San Diego and Sacramento
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 87 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, Atlanta, San Diego and Sacramento.

  • How many offices does Innovest Systems have?

    Innovest Systems has 4 offices.