Innovest Systems

Innovest is a provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Innovest's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. Innovest has over $425 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents, including checks, advices, and tax forms each year.

1 past transactions

PDS Companies

Acquisition in 2017
PDS Companies, a financial technology and services provider based out of Arlington, Texas that specializes in unique and hard-to-value assets (closely held companies, oil & gas, farm & ranch, notes and mortgages).
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