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.


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

Inc. Magazine Names Innovest One of the Fastest Growing Private Companies in America

Innovest Systems has earned a position on Inc. Magazine's thirty-fourth annual Inc. 500 | 5000 list of fastest growing private companies in America

New York, NY, August 13, 2015 – Inc. Magazine, an online and print publication aimed at entrepreneurs and business owners, released its thirty-fourth annual Inc. 500|5000 list of fastest growing private companies in America on Thursday this week. This marks the fourth year that Innovest has ranked as one of the fastest growing private companies in America. Since last year, Innovest has converted 33 new clients onto its wealth management, payments, and execution services platforms and increased revenue by over 23%.

Innovest is a provider of modern-era solutions to banks, trust companies, and other financial institutions. The platform empowers Innovest's clients to acquire new customers and assets, invest customers' assets effectively, manage trust and investment portfolios efficiently, and flexibly report results back to customers. Innovest's focus on supporting its clients' key activities drives the outstanding growth that has landed Innovest on Inc. Magazine's list of fastest growing private companies in America year after year.

William Thomas, Innovest's chief executive officer, said, "2015 has been a milestone year so far for Innovest. We have brought on more assets, executed more trades and processed more payments in the last 12 months than ever before all while greatly increasing our capabilities, particularly around trading and reporting. As the advisor and trust markets continue to converge, we are eager to be at the forefront of serving this adapting market."

Innovest is on track to continue growth through 2016 with an expansion to its dashboard aimed at advisors and other investment professionals. This dashboard expansion, named AdvisorVue2.0, will allow investment advisors to streamline their access to client data as well as trading and rebalancing and will increase reporting capabilities. Innovest is currently in the process of implementing 11 new clients.

About Innovest

Innovest is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Innovest's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. 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. For more information about Innovest, visit


Lindsay Bisson

Innovest Systems