With extensive experience in trust, wealth management, securities operations, and information systems, the Innovest staff and management team deliver innovative solutions to your asset management challenges. We partner with our clients to understand their businesses and their needs in the highly competitive landscape of today's financial services industry. Innovest has over $500 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. Innovest empowers its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results. For more information, visit us at www.innovestsystems.com.
View Top Employees from SS&C InnovestWebsite | http://www.innovestsystems.com |
Revenue | $31 million |
Employees | 67 (20 on RocketReach) |
Founded | 2000 |
Address | 110 Leroy Street, New York, New York 10014, US |
Phone | (212) 266-6677 |
Technologies |
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Industry | Financial Services, SaaS, Software, Finance General, Financial Software, Wealth Management, Real Estate, Finance, FinTech, Business/Productivity Software, Trust Accounting, Accounting, Information Technology, Technology, Global, Multi-Currency, Web Services, Financial Systems, n-Tier, Open Architecture, RIA Solutions, Custody, Portfolio Management, Compliance, Tax, Trade Order Management, Self Directed, Rebalancing |
Web Rank | 289927 |
Web Visits | 113050 |
Keywords | Finance, Specilized Ira Services, Irs Section 409a, Innovest, Specialized Ira Services |
Competitors | Accutech Systems Corporation, Addepar, InvestEdge, Inc., QBI, LLC., Vestmark |
SIC | SIC Code 679 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523920 Companies, NAICS Code 52 Companies, NAICS Code 52392 Companies, NAICS Code 523 Companies |
Looking for a particular SS&C Innovest employee's phone or email?
The SS&C Innovest annual revenue was $31 million in 2024.
Mohammed Al-Khars is the Chairman of the Board of SS&C Innovest.
20 people are employed at SS&C Innovest.
SS&C Innovest is based in New York, New York.
The NAICS codes for SS&C Innovest are [5239, 523920, 52, 52392, 523].
The SIC codes for SS&C Innovest are [679, 67].