Innovest Partnerships
Innovest partners with organizations and corporations that further our mission of becoming thoughtful stewards responsible for our clients, professionals, and community.
3ethos
3ethos is the official company for Behavioral Governance® and Neuro-fiduciary®. Behavioral Governance® is a body of research that examines the interrelationships between Leadership, Stewardship, and Governance. Innovest believes that 3ethos education and programs accelerate the development of key decision-makers who are serving in critical leadership and stewardship roles.
Addepar, Inc.
Addepar, Inc. provides a client reporting platform specializing in data aggregation, analytics, and portfolio accounting, partnership accounting, and reporting. Addepar helps Innovest build a comprehensive client portfolio app and view.
American Philanthropic
Innovest is a proud partner with American Philanthropic. American Philanthropic provides strategic consulting around capital campaigns, donor engagement, grant writing, fundraising, planned giving, leadership and management to nonprofit clients. Innovest shares in American Philanthropic’s passion in helping nonprofits achieve their financial goals so they can further their mission.
Innovest's Richard Todd on the Givers, Doers, & Thinkers Podcast: Listen Here
Arrupe Jesuit High School
Arrupe Jesuit High School is a private, Roman Catholic coeducational college-preparatory high school. The philanthropic mission of our firm is to improve education opportunities to the underserved. To that end, since 2014, Innovest is a partner in their Corporate Work Study Program (CWSP). This unique school provides a college preparatory education and gives each student four years of work experience by partnering with local businesses.
Fi360
Fi360 is a leading provider of valuable fiduciary resources including plan data and fee benchmarking as well as advisor certification programs.
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting and data that helps institutional investors and advisors with market-leading data, analytics and reporting solutions to provide fiduciary oversight and streamline research analysis.
Orion Portfolio Solutions
Orion Portfolio Solutions is a portfolio accounting system that seamlessly integrates flexible technology and hands-on product support.
Plante Moran IT Consulting
Plante Moran’s technology services provide outsourced technology support to Innovest to help assess and provide constant evaluation of potential gaps, risks, security vulnerabilities, and identify opportunities for improvement.