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Equity Advisor Solutions, LLC. Employee Directory

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.

Find Equity Advisor Solutions, LLC. employees' phone numbers or email addresses

Equity Advisor Solutions, LLC. Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Equity Advisor Solutions, LLC.'s Leadership

  • Stylized image of a person
    A. T.
    Vice President Advisor Relations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Manager - Trading
    Phone icon
    Mobile Phone

Equity Advisor Solutions, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Education
  • Finance
  • Sales
  • Other
  • Administrative
  • Analytics

Contact profiles from Equity Advisor Solutions, LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. T.
    Vice President Advisor Relations
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    C. C.
    Manager - Trading
    Phone icon
    Mobile Phone
    Oct 26, 2025

Frequently Asked Questions

What is Equity Advisor Solutions, LLC. known for?

Minus sign iconPlus sign iconEquity Advisor Solutions, LLC. was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in Dallas, Texas United States; you can contact the main corporate office by phone at
+1-440-365-****
. Explore Equity Advisor Solutions, LLC.'s company overview page for more information.

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

Minus sign iconPlus sign iconEquity Advisor Solutions, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equity Advisor Solutions, LLC. email formats with LeadIQ.

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

Minus sign iconPlus sign iconEquity Advisor Solutions, LLC. has approximately 5 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Equity Advisor Solutions, LLC.'s key employees and leadership?

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As of April 2026, Equity Advisor Solutions, LLC.'s key employees include:

  • Vice President Advisor Relations: A. T.
  • Manager - Trading: C. C.

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