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INNOVAYTE CAPITAL
Innovayte is a full-service custody and clearing firm that specializes in supporting and servicing independent RIAs, introducing broker dealers and hybrid...
Overview
Innovayte is a full-service custody and clearing firm that specializes in supporting and servicing independent RIAs, introducing broker dealers and hybrid advisors. It pairs cutting-edge technology with Client Service Specialists to provide exceptional service and support to the growing mid-size RIA Market. Innovayte fuels advisors' entrepreneurial spirit and provides forward-looking solutions to help advisors serve their clients and grow their businesses.
General information
Firm type
RIA
Principals
Cat Davies
Chief Executive Officer
Mustafa Fazel
Chief Compliance Officer
Misha Trukshanin
Chief Financial Officer
Frequently asked questions
Does INNOVAYTE CAPITAL co-invest with other firms?
There is no public record of INNOVAYTE CAPITAL engaging in co-investments or partnerships with other family offices or institutional investors. Their deal-sourcing model remains opaque.
What is INNOVAYTE CAPITAL's known AUM?
The firm does not disclose its assets under management publicly. AUM remains undisclosed, and no external estimates are available.
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