Empowering Advisors to Succeed on Their Own Terms

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WHAT WE DO

Custody for Entrepreneurial Advisors

Innovayte is a new company with a deep understanding of the needs of advisors

built for RIAs and broker dealers who want an edge from their custodian partner.

“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, Innovayte

 

Why Innovayte?

Fueling Entrepreneurs

At Innovayte, we fuel advisors’ entrepreneurial spirit.

Amid rapid industry consolidation, smaller RIAs and broker-dealers have fewer options in custody and partnership. Innovayte offers a better way, by providing customized options — the lifeblood of entrepreneurship — helping advisors to grow and thrive.

Tech-Forward & Service Oriented

Innovayte offers state-of-the-art systems with a personalized touch.

Through cutting-edge technology, we will integrate with the industry solutions of your choice and help you analyze your practice to identify trends and opportunities. 

Furthering a 50-year Legacy

Innovayte is different because we are a new company that emerged from a 50-year-old organization.

Our roots stretch to 1974, when Richard Desich launched a brokerage firm that eventually became Equity Trust Company. In 2010, the Desich family launched Equity Advisor Solutions to provide registered investment advisors and broker dealers with custody, technology and advisor support services.