Innovest Systems Overview

  • Founded
  • 2000
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 150
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 5
  • Investments
  • 3

Innovest Systems General Information

Description

Developer of a Software as a Service (SaaS) based technology-driven financial software. The company offers trust accounting and wealth management technology platform, payment and related fulfillment services to to trust and wealth management companies, global custodians and investment advisors.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Parent Company
Primary Office
  • 110 Leroy Street
  • Fifth Floor
  • New York, NY 10014
  • United States
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Innovest Systems Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Innovest Systems Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a Software as a Service (SaaS) based technology-driven financial software. The company offers trust account
Financial Software
New York, NY
150 As of 2020
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East Brunswick, NJ
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Plymouth Meeting, PA
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Innovest Systems Competitors (27)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Hexaview Technologies Corporation East Brunswick, NJ 000
000000000 Venture Capital-Backed Plymouth Meeting, PA 00 00.00 0000000000 0 00.00
00-000 Private Equity-Backed Edison, NJ 00 000000
00000000 Corporation Cornelius, NC 0
0000000 Corporation Copenhagen, Denmark 0000 00000000
You’re viewing 5 of 27 competitors. Get the full list »

Innovest Systems Executive Team (11)

Name Title Board Seat Contact Info
Glenn Schmidt Chief Executive Officer & General Manager
Warren Hadley Chief Financial Officer
Joanne Smith Chief Operating Officer
Mark Solomon Senior Vice President & Chief Technology Officer
Maryanne Campbell Chief Revenue Officer
You’re viewing 5 of 11 executive team members. Get the full list »

Innovest Systems Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Innovest Systems Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Innovest Systems Investments & Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 000000000 18-Aug-2017 0000000000 Business/Productivity Software 00000 0000000
0000000 0000000000 01-Jan-2014 000000000000000000 Specialized Finance
Administrative Systems 30-Apr-2013 Buyout/LBO Office Services (B2B) 0000000 000000
To view Innovest Systems’s complete investments and acquisitions history, request access »

Innovest Systems Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 0000000000 01-Jan-2014 000000000000000000 Completed
  • 00000000 0000000
To view Innovest Systems’s complete exits history, request access »