Custody, Clearing & Business Partnership
We pair cutting-edge technology with dedicated relationship managers to provide exceptional service and support—the perfect marriage of high tech and high touch.
Innovayte fuels advisors’ entrepreneurial spirit, supporting independent RIAs and broker-dealers in two ways:
helping them become more profitable by providing shared services and developing plans and strategies that help them reach their business goals.
Tech-Forward & Service Oriented
Innovayte provides forward-looking solutions to help advisors serve their clients and grow their businesses.
From cutting-edge technology to pairing advisors with dedicated relationship managers who provide exceptional service and support, Innovayte offers state-of-the-art systems and technology with a personalized touch.
Furthering a 50-year Legacy
Innovayte builds on a heritage that spans half a century.
In 1974, Richard Desich launched a brokerage firm that eventually became Equity Trust Company, the pioneering industry leader in self-directed IRAs. Nearly 40 years later, the Desich family formed Equity Advisor Solutions to further serve the financial services industry. Innovayte meets the industry’s changing needs and matches its advisors’ entrepreneurial spirit. By taking a long-term view, Innovayte has the freedom to serve advisors and broker-dealers without the pressure of a quarterly earnings report.
“As a young brand with a proven heritage, we have the infrastructure to engage with next-generation clients while also benefiting from the relationships and expertise accumulated over nearly half a century. “
-Cat Davies, CEO, Innovayte
THE INDUSTRY’S TOP TALENT