Innovest provides fulfillment services for over 10,000,000 documents annually.

Every year, Innovest processes over 4,000,000 payments.

Innovest has converted clients off virtually every legacy trust platform--Charlotte, AddVantage, Global Plus, FIS Metavante, SEI--and most of the smaller providers, as well. Any Innovest client will tell you how much better life is on a modern-era platform.

Like the U.S. Supreme Court, Innovest leverages the expertise and resources of Savvis, a recognized leader in hosting. Innovest relies on Savvis to deliver its state-of-the-art Software as a Service solution.

InnoVue, used by Innovest's clients to provide end-customers with account information such as holdings, recent activity, statements and investment performance, can be accessed by PC, Mac, iPhone, iPad, Kindle, Android phones and tablets, and all major web browsers.

FinTech, a wholly owned subsidiary of Innovest, executes over 69 million equity shares per year.

All of Innovest's customer support and information technology staff are based in the US.

When implementing new clients, Innovest converts history from legacy systems and makes it "live and searchable" allowing clients to embrace their future without losing their past.


Market value of all assets administered on InnoTrust's platform, making it one of the largest trust and wealth management systems.

Contact Us

Corporate Headquarters

New York City

110 Leroy Street

Fifth Floor

New York City, NY, 10014

Greg McCloskey

Senior Vice President, Corporate Development

T: (484) 999-3044

Maryanne Campbell

Senior Vice President, Business Development

Trust and Wealth Management Systems

T: (212) 266-6618

Chip Moore

Senior Vice President, Business Development

Payment Solutions

T: (904) 217-6741

Mark Dolby

Director, Fulfillment Services

T: (916) 563-1155

Regional Offices


1010 Huntcliff NE

Suite 1230

Atlanta, GA 30350


1651 Response Road

Suite 350

Sacramento, CA 95815