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.

Innovest Named to 2016 Inc. 5000 List of America’s Fastest-Growing Private Companies

New York, NY August 25, 2016 – Inc. Magazine, an online and print publication aimed at entrepreneurs and business owners, released its 35th annual Inc. 500|5000 list of fastest growing private companies in America and Innovest has once again made the list. This marks the fifth year that Innovest has ranked as one of the fastest growing private companies in the United States by the Inc. 5000. Innovest will once again join the list that has featured such well-known companies such as Microsoft, GoPro, Intuit and Zappos.

Innovest is a provider of modern-era solutions to banks, trust companies, and other financial institutions.  The platform delivers products and services that help financial institutions acquire new customers, invest those customers’ assets effectively, manage trust and investment portfolios efficiently, and flexibly report results. Since last year, Innovest has been working to convert more than a dozen new banks and trust companies onto its wealth management platform.  In addition, the company expanded its offering with the addition of a call center rolled out as part of a major client implementation in its Payment Solutions division.

“We are thrilled to be included in the Inc. 5000 annual list for the fifth time,” states William Thomas, Innovest’s chief executive officer. ”Since last year we have grown both our client base and product set across all of our divisions.  We are looking forward to continued expansion in 2017 and beyond.  We are committed to providing a world-class solution to our customers.”

Innovest is on track to continue growth into 2017 with an updated wealth management end-client portal experience as well as continued expansion in compliance functionality. These tools provide Innovest’s customers with continually updated technology that allows for growth and streamlined operations. 

About Innovest Systems

Innovest Systems is a financial technology firm that provides technology-driven solutions to trust and wealth management companies. With assets worth tens of trillions of dollars transferring between generations over the coming decades, Innovest's flagship product, InnoTrust, is designed to deliver a secure, integrated, real-time wealth management technology platform offered in a Software as a Service (SaaS) model. Innovest's technology meets the needs of the world's largest global financial services firms as well as independent trust and wealth management organizations. Innovest is headquartered in New York City. For more information about Innovest Systems, please visit

About Inc. Media

Founded in 1979 and acquired in 2005 by Mansueto Ventures, Inc. is the only major brand dedicated exclusively to owners and managers of growing private companies, with the aim to deliver real solutions for today's innovative company builders.  Winner of the National Magazine Award for General Excellence in both 2014 and 2012. Total monthly audience reach for the brand has grown significantly from 2,000,000 in 2010 to over 13,000,000 today.  For more information, visit