Company profile: Innovest Systems
1.1 - Company Overview
Company description
- Provider of financial technology solutions for trust, wealth management, and retirement professionals, including InnoTrust for trust accounting, portfolio management, reporting, and multicurrency; InnoPay for benefit payments, tax remittance/reporting, print/mail, and online tax forms; TRMS for real estate management; TMMS for mineral, oil, and gas management; and managed services for back office, custody, cash sweep, call center, and payment processing.
Products and services
- Managed Services: Enterprise-grade suite delivering back office trust accounting, custody, cash sweep, oil and gas management, real estate asset management, call center support, and payment processing
- InnoTrust: Modular trust accounting platform supporting tax reporting, portfolio management, and multicurrency compatibility for trust companies, banks, and retirement plan administrators, enabling comprehensive accounting and robust client reporting
- InnoPay: Compliance-ready benefit payments platform supplying tax remittance, tax reporting, print and mail fulfillment, and online customer access to tax forms for efficient distribution
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Innovest Systems
StarMine
HQ: United States
Website
- Description: Provider of securities analytics, equity research management, and quantitative modeling tools for stock brokers and mutual funds to generate alpha and process equity information. Products include StarMine Professional, offering insights from analyst activity and fundamental data for earnings and company fundamentals research.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Finanbest
HQ: Spain
Website
- Description: Provider of B2C and B2B robo-advisory services delivering algorithm-driven financial advice and online portfolio management. Offers a web service to create personalized portfolios via a simple test, with daily rebalancing to match model portfolio compositions. Products include Carteras Profile and Cartera Green ISR, with returns net of management and custody fees.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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PensionBee
HQ: United Kingdom
Website
- Description: Provider of a British online personal pension scheme that consolidates old pensions into one online plan. Offers flexible one-off or regular contributions, digital withdrawals processed in 7–10 working days, and plans managed by major money managers (Tailored, Tracker, Fossil Fuel Free, Shariah, Preserve, Pre‑Annuity, Impact), plus progress tracking and a UK-based BeeKeeper account manager.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Derivation
HQ: United Kingdom
Website
- Description: Provider of market-leading integrated accounting, trading and risk management solutions, specialising in risk, analytics, and portfolio management solutions for institutional and hedge fund managers.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Dividend.com
HQ: United States
Website
- Description: Provider of dividend stock investing research and tools, featuring proprietary dividend stock ratings, dividend news and opinion. Offers Dividend.com Premium, a subscription with advanced research tools, personalized dividend stock picks and downloadable data; an ex-dividend date search for stocks, ETFs and funds; dividend lists and investment themes; and model portfolios.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Dividend.com company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Innovest Systems
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Innovest Systems
2.2 - Growth funds investing in similar companies to Innovest Systems
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4 - Top valuation comps for Innovest Systems
4.2 - Public trading comparable groups for Innovest Systems
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