Innovest Announces Partnership with Unique Asset Partners

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Innovest partners with Unique Asset Partners to provide clients with the tools needed to manage unique assets successfully.

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Innovest clients now have access to everything they need for unique asset success.

Innovest today announced that it has launched a partnership with Unique Asset Partners LLC (UAP) to provide its clients with unique asset management services. The partnership will give Innovest clients access to UAP’s “one stop shop” which provides professional trustees and owners with the tools they need to manage unique assets successfully.

The ability to support unique assets such as real estate, closely held businesses, mineral interests, and collectibles is an increasingly important capability when banks and trust companies are seeking to attract high net worth individuals. According to a recent survey published in Trusts & Estates, unique assets account for half of the investments owned by wealthy Americans. This presents both a challenge and an opportunity for banks and trust companies.

Gretchen Goode, Innovest’s senior vice president of marketing, said, “Unique Asset Partners is a clear thought leader and expert in the alternative asset market and we are very excited to be working with them to deliver their tools and services to our clients. Competition for trust and investment management services continues to increase and UAP gives banks and trust companies an important advantage in signing new business and for earning more fee income on assets they already hold.”

Brad Davidson, Unique Asset Partners’ managing director, said, “Unique assets represent a huge overlooked opportunity for firms serving the wealthy. Given how vital they are to their owners, firms offering the services unique asset owners need will be the winners. Thanks to Innovest’s partnership with UAP, Innovest clients now have access to everything they need for unique asset success. UAP is proud to be Innovest’s unique asset partner.”

About Unique Asset Partners LLC
Unique Asset Partners LLC (UAP) is a “one-stop shop” providing everything professional trustees and owners need to manage unique assets successfully. UAP Management offers the services owners need if they can’t manage the assets themselves. UAP Consulting helps professional trustees upgrade their unique asset administration practices. For more information, go to

About Innovest
Innovest is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Innovest's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. Innovest has over $425 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents including checks, advices, and tax forms each year. Innovest's wholly owned subsidiary, FinTech Securities, executes over 69 million equity shares annually. For more information about Innovest, visit


Brad Davidson
Unique Asset Partners LLC
240-553-1100 x107

Lindsay Bisson
Innovest Systems

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Lindsay Bisson
Innovest Systems
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