Innovayte
Catherine (“Cat”) Davies Amacher, CFP®, currently serves as the Chief Executive Officer of Innovayte, a company focused on providing custody and clearing solutions for independent registered investment advisors (RIAs) and broker-dealers. With a robust background in the financial services industry, Catherine previously held the position of Chief Solutions Officer at Hightower Advisors and served as Chief of Staff and Head of Business Management at Fidelity Investments. Additional experience includes roles as Vice President at Charles Schwab, Director of Marketing and Business Development at RGT Wealth Advisors, Key Account Manager and Investment Specialist at Schwab Advisor Services, and Personal Banker Supervisor at Norwest Bank. Catherine holds a Master’s degree in Sports Administration and a Bachelor’s degree in Political Science, both from The University of New Mexico.
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Innovayte
Innovayte fuels advisors’ entrepreneurial spirit, supporting independent RIAs and broker-dealers in two ways: helping them become more profitable by providing shared services and developing plans and strategies that help them reach their business goals. Amid rapid industry consolidation, smaller RIAs and broker-dealers have fewer options in custody, clearing and partnership. They can choose a platform that keeps them captive to systems and products or sell to a larger entity and cede control. Innovayte offers a better way, focusing on business outcomes, not asset size. From open technology solutions to customer service, Innovayte provides customized options—the lifeblood of entrepreneurship—helping advisors to grow and thrive. At Innovayte, we help you not only find your ‘why;’ we put you on your own path to success. Reach out to us at www.innovayte.com to find out how we can power your business.