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

Equity Advisor Solutions, LLC.'s NAICS code is 52 (Finance and Insurance).

Insights

Recognition and Credibility Innovayte's CEO Cat Davies' inclusion in the 2024 InvestmentNews Hot List enhances the company's industry credibility, making it an attractive partner for financial advisors and institutions seeking reputable service providers.

Innovative Platform Launch The recent launch of Innovayte's state-of-the-art platform and model marketplace demonstrates their commitment to technological advancement, providing opportunities to offer integrated solutions or complementary financial services.

Strategic Partnerships Collaborations with Advyzon and other industry players position Innovayte as a technology-forward custody and clearing firm, opening avenues for joint marketing, technology integrations, or new product development.

Target Market Expansion Serving entrepreneurial registered investment advisors and wealth managers with a focus on innovative custody solutions presents opportunities to expand sales into niche advisory segments seeking advanced, scalable technology solutions.

Growth and Revenue Potential With revenue estimates between 1 million and 10 million USD, Innovayte offers significant growth potential for vendors providing complementary financial technology, analytics, or support services aimed at mid-sized financial firms.

Equity Advisor Solutions, LLC. Tech Stack

Equity Advisor Solutions, LLC. uses 8 technology products and services including html5media, Google Fonts API, jQuery, and more. Explore Equity Advisor Solutions, LLC.'s tech stack below.

html5media
Audio, Video, Graphics
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
jQuery Migrate
Javascript Libraries
Microsoft Office
Office Suites
Google Tag Manager
Tag Management
easy pie chart
Web Tools And Plugins
Genesis blocks
Wordpress Plugins

Media & News

Equity Advisor Solutions, LLC.'s Email Address Formats

Equity Advisor Solutions, LLC. uses at least 2 format(s):

Equity Advisor Solutions, LLC. Email Formats	Example	Percentage
F.Last@equityadvisorsolutions.com	J.Doe@equityadvisorsolutions.com	81%
First.Last@equityadvisorsolutions.com	John.Doe@equityadvisorsolutions.com	15%
FLast@equityadvisorsolutions.com	JDoe@equityadvisorsolutions.com	4%
F.Last@innovayte.com	J.Doe@innovayte.com	100%

Frequently Asked Questions

Where is Equity Advisor Solutions, LLC.'s headquarters located?

Equity Advisor Solutions, LLC.'s main headquarters is located at Dallas, Texas United States. The company has employees across 1 continents, including North America.

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

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?

Equity Advisor Solutions, LLC.'s official website is innovayte.com and has social profiles on LinkedIn.

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

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

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

As of April 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.Manager - Trading: C. C.. Explore Equity Advisor Solutions, LLC.'s employee directory with LeadIQ.

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

Equity Advisor Solutions, LLC. operates in the Financial Services industry.

What technology does Equity Advisor Solutions, LLC. use?

Equity Advisor Solutions, LLC.'s tech stack includes html5mediaGoogle Fonts APIjQueryjQuery MigrateMicrosoft OfficeGoogle Tag Managereasy pie chartGenesis blocks.

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

Equity 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?

Equity Advisor Solutions, LLC. was founded in 2011.

Equity Advisor Solutions, LLC.

Q: What technology does Equity Advisor Solutions, LLC. use?

Equity Advisor Solutions, LLC.'s tech stack includes Magnific Popup, Microsoft Office, Microsoft, Microsoft 365, MonsterInsights.

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.