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Insights

Growth recognition CEO Cat Davies named to 2024 InvestmentNews Hot List, signaling strong leadership and industry credibility to leverage in outreach and partnership pitches.

Platform expansion Recent launch of a state-of-the-art platform and model marketplace with Advyzon indicates a strategic push into technology-enabled custody, clearing, and model workflows ripe for cross-sell of alliances, integrations, and advisory tools.

Technology stack Utilizes core enterprise tools (Salesforce, iCIMS, WordPress, Squarespace, Microsoft 365) and security/training (KnowBe4) plus analytics (Piwik PRO), suggesting opportunities for integrated fintech solutions, CRM enhancements, or security/compliance services.

Industry positioning As a custody and clearing firm serving entrepreneurial RIAs and wealth managers with a moderate revenue range, there is potential to target mid-market advisory firms seeking scalable tech and outsourcing capabilities.

Growth trajectory Revenue in the low to mid multi-million range and recent partnerships indicate potential for upsell of advanced analytics, portfolio management add-ons, and governance/compliance solutions to support expansion.

Similar companies to Equity Advisor Solutions, LLC.

Equity Advisor Solutions, LLC. Tech Stack

Equity Advisor Solutions, LLC. uses 8 technology products and services including iCIMS, WordPress, Salesforce, and more. Explore Equity Advisor Solutions, LLC.'s tech stack below.

Media & News

Equity Advisor Solutions, LLC.'s Email Address Formats

Equity Advisor Solutions, LLC. uses at least 4 email formats:
Equity Advisor Solutions, LLC. Email FormatsExamplePercentage
F.Last@equityadvisorsolutions.comJ.Doe@equityadvisorsolutions.com
81%
First.Last@equityadvisorsolutions.comJohn.Doe@equityadvisorsolutions.com
15%
FLast@equityadvisorsolutions.comJDoe@equityadvisorsolutions.com
4%
F.Last@innovayte.comJ.Doe@innovayte.com
100%

Frequently Asked Questions

What is Equity Advisor Solutions, LLC.'s phone number?

Minus sign iconPlus sign icon You can contact Equity Advisor Solutions, LLC.'s main corporate office by phone at
+1-440-365-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Equity Advisor Solutions, LLC.'s official website and social media links?

Minus sign iconPlus sign iconEquity Advisor Solutions, LLC.'s official website is innovayte.com and has social profiles on LinkedIn.

How much revenue does Equity Advisor Solutions, LLC. generate?

Minus sign iconPlus sign icon As of November 2026, Equity Advisor Solutions, LLC.'s annual revenue is estimated to be $1M - $10M.

What is Equity Advisor Solutions, LLC.'s SIC code and NAICS code?

Minus sign iconPlus sign iconEquity Advisor Solutions, LLC.'s SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Equity Advisor Solutions, LLC. have currently?

Minus sign iconPlus sign iconAs of November 2026, Equity Advisor Solutions, LLC. has approximately 5 employees across 1 continents, including North America. Key team members include Vice President Advisor Relations: A. T. Explore Equity Advisor Solutions, LLC.'s employee directory with LeadIQ.

What industry does Equity Advisor Solutions, LLC. belong to?

Minus sign iconPlus sign iconEquity Advisor Solutions, LLC. operates in the Financial Services industry.

What technology does Equity Advisor Solutions, LLC. use?

Minus sign iconPlus sign iconEquity Advisor Solutions, LLC.'s tech stack includes iCIMS, WordPress, Salesforce, Squarespace Commerce, Microsoft 365, WP Engine, KnowBe4 and Piwik PRO Core.

What is Equity Advisor Solutions, LLC.'s email format?

Minus sign iconPlus sign iconEquity Advisor Solutions, LLC.'s email format typically follows the pattern of F.Last@equityadvisorsolutions.com. Find more Equity Advisor Solutions, LLC. email formats with LeadIQ.

When was Equity Advisor Solutions, LLC. founded?

Minus sign iconPlus sign iconEquity Advisor Solutions, LLC. was founded in 2011.
Equity Advisor Solutions, LLC. logo

Equity Advisor Solutions, LLC.

Financial ServicesTexas, United States2-10 Employees

Innovayte, formerly Equity Advisor Solutions, LLC, is a Dallas-based financial services firm serving entrepreneurial registered investment advisors and wealth managers. It provides custody and clearing services and has introduced a platform and model marketplace through a collaboration with Advyzon to support independent advisory practices with integrated portfolio management options. Led by Chief Executive Cat Davies, the firm was recognized on InvestmentNews' 2024 Hot List, highlighting notable professionals in the industry. The company, described as operating with a small team, focuses on the needs of RIAs and wealth managers seeking custody and clearing capabilities, while expanding its offering through the new model marketplace. A recent partnership with Advyzon and the platform launch mark a concrete step in delivering the model marketplace to its target market.

Section iconCompany Overview

Phone number
+1-440-365-****
Website
innovayte.com
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    Equity Advisor Solutions, LLC.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Vice President Advisor Relations at Equity Advisor Solutions, LLC.
    A. T.
    Vice President Advisor Relations
    Mobile Phone

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