What departments does Innovative Portfolios have?

Innovative Portfolios has employees across 2 departments including Operations, Program & Project Management.

What is the largest department at Innovative Portfolios?

The largest department at Innovative Portfolios is Operations with 2 employees.

Where are Innovative Portfolios employees located globally?

Innovative Portfolios has employees across 1 continents and 1 countries including United States Of America.

How has Innovative Portfolios's team size changed over time?

Innovative Portfolios's team has decreased from approximately 8 to 5 employees based on available data.

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Innovative Portfolios Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Innovative Portfolios operates in the financial services sector, providing advisors with tools to offer clients options-based investment strategies. This approach aims to complement portfolios by leveraging experienced money management resources, supporting advisors in delivering alternative strategies within client plans. The company targets financial professionals and their clients, addressing the need for versatile investment options and guidance backed by an experienced team. Based in Indianapolis, Indiana, Innovative Portfolios positions itself as a strategic resource that enhances advisor capabilities through collaborative model-based planning.

Innovative Portfolios Global Highlights

North America
10

United States Of America
10

Innovative Portfolios's Leadership

A. R.
Chief Operations Officer
Mobile Phone
Email
K. H.
Vice President, Operations
Mobile Phone
Email
B. S.
Manager
Mobile Phone
Email
E. H.
Senior Portfolio Manager
Mobile Phone
Email

Innovative Portfolios Employee Metrics

100%

50%

2026

2025

Banking
Other

Contact profiles from Innovative Portfolios

Name

Title

Contact

Location

Last Update

A. R.
Chief Operations Officer
Mobile Phone
Email
Oct 17, 2024
K. H.
Vice President, Operations
Mobile Phone
Email
Oct 17, 2024
B. S.
Manager
Mobile Phone
Email
Oct 18, 2024
E. H.
Senior Portfolio Manager
Mobile Phone
Email
Jun 26, 2025

Frequently Asked Questions

What is Innovative Portfolios known for?

Innovative Portfolios was founded in 2015 and operates in the Financial Services industry. Explore Innovative Portfolios's company overview page for more information.

What is Innovative Portfolios's most common email format?

Innovative Portfolios employees' email format typically follows the pattern of First.Last@innovativeportfolios.com. Trying to find reliable and up-to-date employee contact data? Find more Innovative Portfolios email formats with LeadIQ.

How many employees does Innovative Portfolios have currently?

Innovative Portfolios has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Innovative Portfolios's key employees and leadership?

As of July 2026, Innovative Portfolios's key employees include:

Chief Operations Officer: A. R.
Vice President, Operations: K. H.
Manager: B. S.
Senior Portfolio Manager: E. H.

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Innovative Portfolios Employee Directory

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