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

Every year, Innovest processes over 6,000,000 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 CenturyLink Technology Solutions, a recognized leader in hosting. Innovest relies on CenturyLink Technology Solutions 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, executed over 93 million equity shares last 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.

>$500,000,
000,000

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

Innovest Cares

Our people are committed to empowering the communities in which we live and work. See some of the many ways that Innovest cares below.

Bike MS: New York City 2017

On October 22nd, the Innovest team once again joined Bike MS: New York City, a 30 mile bike ride around New York City to raise money and awareness for the National Multiple Sclerosis Society. The event raised more than $2.1 million to go towards comprehensive support services and programs for those living with MS, their families and friends, and critical research initatives. For more information, visit National MS Society.

Bike MS

The Innovest team biked 30 miles and raised $2,800 towards the cure for multiple sclerosis with Bike MS. The National MS Society works to fund cutting edge research as well as supporting the lives of those living with MS. For more information, visit Bike MS

Volunteers of America

Innovest's Sacramento staff partnered with Volunteers of America to throw a cookie party for the residents of a local halfway house for at-risk women and children. The program's objective is to assist these women and children, many of whom are victims of abuse, drug addiction, and homelessness, to secure independent employment and shelter. Innovest staff and Jeremy Howard, the talent behind Cloud 9 cookies, provided dozens of cookies in numerous different flavors.

Summer Carnival

In partnership with Volunteers of America, Innovest staff hosted an end of the school year carnival for at risk and low income children living in New York City. Staff hosted relay races, games, and crafts as well as grilled hamburgers and hotdogs during the warm afternoon.

Birthdays at the Regent Family Home

The Regent Family Home provides services for at risk and low income children living in New York City. Innovest staff partnered with Volunteers of America to throw an end-of-summer birthday party, complete with face painting, balloons and crafts.

Bike MS: New York City 2016

On October 23rd, the Innovest team once again joined Bike MS: New York City 2016, a 30 mile bike ride around New York City to raise money and awareness for the National Multiple Sclerosis Society.  The event raised more than $2.1 million to go towards comprehensive support services and programs for people living with MS, their families and friends and support the Society’s critical research initiatives. For more information, visit Bike MS.

Operation Backpack

In partnership with Volunteers of America, Innovest staff participated in Operation Backpack. The mission was to fill 48 backpacks with school supplies for under-privileged children attending high school.

Bike MS

On October 5, 2014, Innovest staff participated in Bike MS, a 30 mile bike ride around New York City to benefit the National Multiple Sclerosis society. The event raised over $2.2 million. The National MS Society works to fund cutting edge research as well as supporting the lives of those living with MS. For more information on Bike MS and the National MS Society, visit Bike MS

Support for Veterans at Home

In partnership with Volunteers of America, Innovest staff worked to create welcome gift packages for returning veterans, which were filled with home goods such as cleaners, toiletries, kitchen items, and other supplies.

Operation Backpack

In partnership with Volunteers of America, Innovest staff participated in Operation Backpack for three consecutive years. The mission was to fill backpacks with school supplies for under-privileged children living in New York City.

The Century Ride

On September 17th Innovest sponsored the Century Ride on Long Island to raise money for Girls Who Code, a national non-profit dedicated to closing the gender gap in technology. The 100-mile bike ride from Babylon to Montauk proved an ardent display of leadership, dedication, and supportive teamwork by each member collaborating to make quick fixes to tires, handling navigation, and, overall, making their efforts count! For more information on the charity, visit Girls Who Code.

J.P. Morgan Corporate Challenge®

Innovest joined a capacity crowd of 30,000 runners and walkers in the 39th annual J.P. Morgan Corporate Challenge® benefitting the Central Park Conservancy.

Stanley Isaacs

In partnership with The Stanley Isaacs Center, a home which provides assisted living services to New York City residents, Innovest staff worked to cook and serve a healthy lunch to elderly occupants living at the center.

Swindler Cove

Swindler Cove is a New York City public park under renovation by the New York Restoration Project. Innovest staff traveled uptown to paint planters, maintain the gardens, and get our hands dirty.