What departments does Innovest Portfolio Solutions have?

Innovest Portfolio Solutions has employees across 4 departments including Consultant, Analytics, Research, Legal.

What is the largest department at Innovest Portfolio Solutions?

The largest department at Innovest Portfolio Solutions is Analytics with 8 employees.

Where are Innovest Portfolio Solutions employees located globally?

Innovest Portfolio Solutions has employees across 4 continents and 5 countries including India, Ireland, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has Innovest Portfolio Solutions's team size changed over time?

Innovest Portfolio Solutions's team has decreased from approximately 68 to 65 employees based on available data.

Innovest Portfolio Solutions Employee Directory

Financial ServicesColorado, United States51-200 Employees

Innovest Portfolio Solutions is an independent, fee-only financial advisory firm registered with the U.S. Securities and Exchange Commission. Headquartered in Denver, Colorado, the firm serves nonprofit organizations, retirement plans, individuals, families, and family offices with customized investment solutions and fiduciary protection.

Its client service is structured to align the firm’s interests with those of its clients, and it maintains offices in Colorado, California, Florida, and Georgia. Within the financial services industry, Innovest emphasizes independence and fiduciary responsibility. In 2025, the firm was recognized as a Top DC Advisor Team by the National Association of Plan Advisors.

Innovest Portfolio Solutions Global Highlights

North America
107

United States Of America
107

Asia
3

India
3

Europe
2

Ireland
1
United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

Innovest Portfolio Solutions's Leadership

J. S.
Founder - Director
Mobile Phone
Email
P. M.
Principal, Consultant And Chief Operating Officer
Mobile Phone
Email
M. R.
Partner
Mobile Phone
Email
M. D.
Partner
Mobile Phone
Email
N. S.
Chairman
Mobile Phone
Email
P. D.
Plante Moran Partner
Mobile Phone
Email
R. S.
Plante Moran Partner
Mobile Phone
Email
J. S.
Partner
Mobile Phone
Email

Innovest Portfolio Solutions Employee Metrics

100%

50%

0%

2026

2025

Finance
Banking
Business
Community & Social Services
Education
Other
Consultant

Contact profiles from Innovest Portfolio Solutions

Name

Title

Contact Info

Location

Last Update

P. M.
Principal, Consultant And Chief Operating Officer
Mobile Phone
Email
United StatesGeorgia
Dec 02, 2024
J. S.
Founder - Director
Mobile Phone
Email
IndiaNCT
Apr 08, 2026
M. R.
Partner
Mobile Phone
Email
United StatesMinnesota
May 13, 2026
M. D.
Partner
Mobile Phone
Email
Ireland
Mar 05, 2024
N. S.
Chairman
Mobile Phone
Email
Oct 16, 2024
P. D.
Plante Moran Partner
Mobile Phone
Email
Oct 17, 2024
R. S.
Plante Moran Partner
Mobile Phone
Email
Oct 21, 2024
J. S.
Partner
Mobile Phone
Email
United StatesMontana
May 26, 2025
D. B.
Vice President
Mobile Phone
Email
United States
Apr 22, 2026
J. J. C.
Vice President
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026

Frequently Asked Questions

What is Innovest Portfolio Solutions known for?

Innovest Portfolio Solutions was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 7979 East Tufts Avenue Suite 1700 Denver, Colorado 80237 United States; you can contact the main corporate office by phone at

+1-303-694-****

. Explore Innovest Portfolio Solutions's company overview page for more information.

What is Innovest Portfolio Solutions's most common email format?

Innovest Portfolio Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Innovest Portfolio Solutions email formats with LeadIQ.

How many employees does Innovest Portfolio Solutions have currently?

Innovest Portfolio Solutions has approximately 72 employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Innovest Portfolio Solutions's key employees and leadership?

As of June 2026, Innovest Portfolio Solutions's key employees include:

Founder - Director: J. S.
Principal, Consultant And Chief Operating Officer: P. M.
Partner: M. R.
Partner: M. D.
Chairman: N. S.

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Innovest Portfolio Solutions Employee Directory

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