Innovest
Curated by SignalPortfolio management solutions enhancing investment strategies for wealth managers.
Overview
Innovest is a company that specializes in portfolio management solutions designed for wealth managers. It integrates technology to support investment strategies and client outcomes. The company's primary product, InnoTrust, is aimed at trust companies and banks, offering accounting and reporting solutions for unique and hard-to-value asset classes. Additionally, Innovest provides InnoPay, which focuses on retirement and payment technology, drawing on over forty years of industry experience. The company addresses challenges associated with outdated trust accounting platforms and expensive in-house payment systems, aiming to streamline processes and enhance support. Innovest's product offerings include a comprehensive suite, flexible technology integration options, and managed services, targeting wealth managers who seek to improve client satisfaction and investment performance.
Key facts
- Founded
- 2000
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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