Innovest Portfolio Solutions Revenue and Competitors

Denver, CO USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Innovest Portfolio Solutions's estimated annual revenue is currently $16.4M per year.(i)
  • Innovest Portfolio Solutions's estimated revenue per employee is $210,000

Employee Data

  • Innovest Portfolio Solutions has 78 Employees.(i)
  • Innovest Portfolio Solutions grew their employee count by 1% last year.

Innovest Portfolio Solutions's People

NameTitleEmail/Phone
1
CEO and PrincipalReveal Email/Phone
2
VPReveal Email/Phone
3
VPReveal Email/Phone
4
VPReveal Email/Phone
5
VPReveal Email/Phone
6
VPReveal Email/Phone
7
VP | ConsultantReveal Email/Phone
8
VP HR & Accounting Innovest Portfolio SolutionsReveal Email/Phone
9
VP | ConsultantReveal Email/Phone
10
VP & ConsultantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.5M12-37%N/AN/A
#2
$105.8M4031%N/AN/A
#3
$11.2M5937%N/AN/A
#4
$300M7160%N/AN/A
#5
$9.9M5417%$8.5MN/A
#6
$7.9M4727%N/AN/A
#7
$5.7M346%N/AN/A
#8
$29.2M139-10%N/AN/A
#9
$20M95-7%N/AN/A
#10
$10.4M554%N/AN/A
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What Is Innovest Portfolio Solutions?

Investment management services are too often entangled with conflicts of interest. We believe that in order to avoid these conflicts, a firm must have the independence to be an objective advocate. Innovest was founded with this purpose in mind.Innovest Portfolio Solutions, LLC is an independent provider of investment-related consulting services. Innovest works on a fee-only basis and believes that there is an inherent conflict of interest if the organization that provides advice also receives remuneration from investments or vendors used as a result of that advice. We have assembled a team of professionals with a variety of financial disciplines, including Chartered Financial Analysts (CFA), Certified Investment Management Analysts (CIMA), Accredited Investment Fiduciaries (AIF), and a number of MBAs.

keywords:N/A

N/A

Total Funding

78

Number of Employees

$16.4M

Revenue (est)

1%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Innovest Portfolio Solutions News

2022-04-13 - Denver Deferred Compensation seeks stable value manager

A timeline for a selection was not provided. Investment consultant Innovest Portfolio Solutions is assisting. Related Article.

2022-03-22 - Collective investment trust considerations for plan sponsors

Brett Minnick is Senior Client Manager at Innovest Portfolio Solutions LLC. He is a member of the Retirement Plan Practice Group, a specialized...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.8M78-6%N/A
#2
$11.3M78N/AN/A
#3
$10.9M78-2%$29.1M
#4
$27.5M788%N/A
#5
$16.4M7816%N/A