Empowering Advisors to Succeed on Their Own Terms
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WHAT WE DO
Custody, Clearing & Business Partnership
We pair cutting-edge technology with Client Service Specialists to provide exceptional service and support to the growing mid-size RIA Market
—the perfect marriage of high tech and high touch.
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 half a century.
Cat Davies
CEO of Innovayte
Why Innovayte
01
Fueling Entrepreneurs
Innovayte fuels advisor’s 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
02
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 Client Service Specialists who provide exceptional service and support, Innovayte offers state-of-the-art systems and technology with a personalized touch.
03
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.
