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Innovest's Overview

Total employees52
HeadquartersDenver
Founded1995

Innovest Portfolio Solutions LLC is an independent investment advisory firm dedicated to providing customized, objective, and thoughtful investment solutions. Serving institutions such as retirement plans, non-profits, and endowments, as well as families and individuals, Innovest prides itself on its conflict-free advice, robust research, and commitment to client success. They offer a comprehensive suite of services including investment consulting, portfolio management, and retirement plan advisory.

Where is Innovest's Headquarters?

HQ Function

Serves as the central hub for Innovest's investment consulting, client services, research, and operational activities, guiding both institutional and private wealth management.

Notable Features:

Modern office facilities designed to foster collaboration among team members and provide a welcoming environment for client consultations and strategic planning.

Work Culture:

Innovest cultivates a professional, client-centric, and collaborative work culture. It emphasizes integrity, continuous learning, analytical rigor, and a fiduciary duty to its clients.

HQ Significance:

Its Denver headquarters is strategically positioned in a key financial center, enabling strong client relationships across the nation and access to a skilled talent pool.

Values Reflected in HQ: The headquarters' environment and operations reflect Innovest's core values of excellence, transparency, independence, and unwavering commitment to client interests.

Location:

While Innovest's physical offices are located within the United States, the firm serves a diverse client base that may include international entities or U.S. clients with global investment interests. Their expertise supports global investment strategies and portfolio management, advising on assets invested across international markets to meet varied client objectives.

Street Address:

4643 S. Ulster Street, Suite 1040

City:

Denver

State/Province:

Colorado

Country:

USA

Innovest's Global Presence

Scottsdale, Arizona/USA

Address: 7047 E. Greenway Parkway, Suite 180, Scottsdale, AZ 85254

Strengthens Innovest's presence in the Arizona market and the broader Southwest, providing localized expertise and convenient access for regional clients.

San Diego, California/USA

Address: 402 West Broadway, Suite 400, San Diego, CA 92101

Serves as a key hub for client engagement and business development on the West Coast, enhancing Innovest's ability to deliver personalized financial solutions in this dynamic market.

Buying Intent Signals for Innovest

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Innovest

As of April 2025, Innovest' leadership includes:

Richard E. Todd - Chief Executive Officer, Co-Founder
Wendy J. Dominguez - President, Co-Founder
Steven F. Karsh - Chief Operating Officer, Principal
Peter E. Mustian - Chief Investment Officer, Principal

Investors of Innovest

Innovest has been backed by several prominent investors over the years, including:

Independent, Employee-Owned Firm

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

Based on publicly available information, Innovest has maintained a stable executive team over the last 12 months. No major new hires or departures at the senior executive leadership level have been publicly announced.

Technology (Tech Stack) used by Innovest

Discover the tools Innovest uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Innovest Email Formats and Examples

Innovest Portfolio Solutions LLC typically uses a consistent email format for its employees, combining elements of their names with the company domain.

finitiallast@innovestgroup.com

Format

rtodd@innovestgroup.com

Example

85%

Success rate

News and media

Innovest Group / NAPAJanuary 2, 2024

Innovest Portfolio Solutions Recognized as a Top DC Advisor Team by NAPA for 2023

Innovest Portfolio Solutions was named to the National Association of Plan Advisors (NAPA) prestigious list of the nation's top defined contribution (DC) Advisor Teams for 2023, highlighting their expertise and success in the retirement plan advisory space....more

Innovest Group / Pensions & InvestmentsDecember 11, 2023

Innovest Named a 2024 Best Place to Work in Money Management by Pensions & Investments

For the ninth time, Innovest Portfolio Solutions has been recognized by Pensions & Investments as one of the Best Places to Work in Money Management. This award underscores the firm's commitment to fostering a positive and engaging work environment for its employees....more

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