Claudia Velasco

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.