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Innovest Systems

Innovest Systems
2000 FOUNDED
PRIVATE STATUS
51-60 EMPLOYEES
PE Growth LATEST DEAL TYPE
4 FINANCING ROUNDS
3 INVESTMENTS
Description

Provider of technology-driven financial software. The company's financial software delivers a secure, integrated and real-time system offered in a software as a service (SaaS) environment to meet the needs of the financial services firms, independent trust and wealth management companies.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Primary Office
  • 110 Leroy Street
  • Fifth Floor
  • New York, NY 10014
  • United States

+1 (484) 000-0000

Innovest Systems Valuation and Funding

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

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Innovest Systems Competitors (26)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Fi-Tek Private Equity-Backed Edison, NJ 00 000000
0000000000 Venture Capital-Backed Bala Cynwyd, PA 000 000 000000000 000
00000000000 Venture Capital-Backed Los Angeles, CA 000 00000 00000000000 00000
00000000 Venture Capital-Backed Wakefield, MA 000 000.00 0000000000 0 000.00
00000 00000000 Corporate Backed or Acquired Tucson, AZ 00 000000&0
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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
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Innovest Systems Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 0000000000 01-Jan-2014 000000000000000000 Completed
  • 00000000 0000000
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Innovest Systems Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Innovest Systems Executive Team (12)

Name Title Board
Seat
Contact
Info
Glenn Schmidt Chief Executive Officer
Warren Hadley Chief Financial Officer
Joanne Smith Chief Operating Officer
Mark Solomon Chief Information Officer
Erick Lindley Chief Security Officer

3 Former Executives

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