Innovest Systems

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.
Company Growth (employees)
Type
Private
HQ
New York, US
Founded
2000
Size (employees)
74 (est)+2%
Innovest Systems was founded in 2000 and is headquartered in New York, US

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

Innovest Systems Financials and Metrics

Summary Metrics

Founding Date

2000

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