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  2. Best Places to Work in Money Management
December 09, 2024 12:01 AM

Innovest Portfolio Solutions

Abigail Parrott
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    BPTW_2024_Innovest.jpg

    Innovest team members put on their tool belts to help Habitat for Humanity build houses.

    Headquarters: Denver

    AUA: $47 billion as of June 30

    U.S. employees: 60

    Years Won: 2014, 2016-2024


    Three cool things:


    • Fosters team building and personal interactions through volunteer opportunities and biweekly company-paid lunches, or “lunch bunches.” In addition to monthly birthday celebrations with treats, throws an annual holiday party where employees and their family members enjoy food, door prizes and tenure recognition.
    • Offers in-person paid summer internships for college students, providing networking opportunities, skill development and practical hands-on experience. When employees welcome a new child, makes a contribution to babies’ college funds.
    • Matches contributions to employees’ automatically enrolled 401(k) plans, in addition to contributing to profit-sharing plans. Provides learning opportunities and access to certified financial planners for personalized retirement goal discussions.

    Employees say:


    • “When life throws curveballs at you or exciting things come your way, co-workers at all levels offer to pitch in and help, or celebrate your successes. They value personal lives and are very respectful of your calendar.”
    • “People enjoy the various community-service projects that take place each month. Everyone is encouraged to participate in as many opportunities as they are able. I also believe people enjoy being with one another, collaborating on work projects and being with each other at various office events.”
    • “Innovest is great at taking care of their employees — whether it be the ability to work from home on occasion, or the flexibility to work around personal appointments. Snacks or lunches are provided in the kitchen, too.”


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      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Influential Women in Institutional Investing 2024
      • Eddy Awards
    • Resource Guides
      • Active Thematic Global Equities
      • Retirement Income
      • Fixed Income
      • Pension Risk Transfer
      • Pooled Employer Plans (PEPs)
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      • Commodities
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