INNOVEST PORTFOLIO SOLUTIONS LLC

20 known aliases resolved via the canonical alias map

Market position · 2024

Plans served32+9 YoYRank #502 of mapped providers

Assets under administration$5.3B0.0%Market share · rank #1913

Fees received$1MMedian $37,388/planSum across Schedule C direct + indirect

Net wins YoY+911 won · 2 lostPlan-level switch detection

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