In the News

March 20, 2024

Helping Advisors Succeed on Their Own Terms

Catherine “Cat” Davies is a clearing and custody industry veteran who has worked at Charles Schwab, Fidelity Investments and, most recently, Hightower Advisors. She’s taken the helm at Innovayte, a new custodian for RIAs.

T.S. Tell us a little about Innovayte’s approach to custodial services.

C.D. We built Innovayte to empower entrepreneurial advisors to succeed on their own terms.

It’s a pivotal time in wealth management, as leadership shifts to a new generation that requires great technology, and understands the importance of data in driving business growth. At the same time, clients from that same generation, with high expectations for technology and service, are increasingly inheriting and building wealth…