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.
