InvesTrust
InvesTrust Wealth Management is an independent, privately-held Oklahoma City-based registered investment advisor and corporate trustee serving high net worth individuals, families, foundations, endowments, pension plans, and corporations with investment management, trust administration, and retirement plan consulting services.
- Company typePrivate
- Founded1985
- HeadquartersOklahoma City, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What InvesTrust does
InvesTrust Wealth Management, LLC is a privately-held, independent registered investment advisor and corporate trustee based in Oklahoma City, Oklahoma, operating continuously since 1985 (with the firm's homepage also referencing 1998 as a service start date). The firm employs 15 professionals organized into investment, trust, compliance, finance, and operations functions, and is led by CEO and Co-CIO Mark Williams alongside a second Co-CIO, a Chief Compliance Officer who also serves as a senior investment analyst, a CFO, and Directors of Trust Services and Trust Operations. Its service platform is built around three pillars: Consulting & Investment Management (customized investment solutions based on client risk profiles, asset management, and retirement/pension plan consulting), Trust Administration (revocable, irrevocable, charitable, irrevocable life insurance, special needs, and generation-skipping trusts), and Retirement Services (401(k), Roth 401(k), 457(b), 403(b), Roth IRA, and Traditional IRA account management).
The firm serves a horizontal mix of high net worth individuals and families, foundations and endowments, pension plans, trusts, insurance companies, and corporations, and positions itself as a fiduciary 'quarterback' coordinating with clients' external tax professionals and drafting attorneys. Technology is sourced from third parties rather than built in-house: Black Diamond provides portfolio reporting and the client portal, and go-retire.com supports employee benefit plan administration. There is no proprietary technology platform, no disclosed API, and no AI/ML capabilities in evidence. Revenue is generated through fee-based investment consulting and asset management (typically AUM-based), fixed-fee trust administration services, and professional-services fees for retirement plan consulting, with pricing tailored to client circumstances and not publicly disclosed. The firm operates from a single Oklahoma City headquarters and markets primarily through its Insights blog, direct consultative engagement, and client referrals, with no evidence of funding rounds, acquisitions, or geographic expansion beyond the Oklahoma City metropolitan area.
InvesTrust firmographics
Firmographics- Name
- InvesTrust
- Legal name
- InvesTrust Wealth Management, LLC
- Website
- https://investrustwealthmanagement.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- InvesTrust Wealth Management is an independent, privately-held Oklahoma City-based registered investment advisor and corporate trustee serving high net worth individuals, families, foundations, endowments, pension plans, and corporations with investment management, trust administration, and retirement plan consulting services.
- Ownership category
- akta.pro rank
InvesTrust industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)
- akta.pro secondary industries
- Personal Trust & Fiduciary Administration (FSAEAKAA), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)
Keywords
Where InvesTrust is headquartered
LocationHeadquarters
- HQ city
- Oklahoma City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
InvesTrust business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Consulting & Management Fees: Fee-based investment consulting and asset management services for individuals and institutions based on assets under management or fixed fees.
- Trust Administration Services: Professional trust administration services including revocable trusts, irrevocable trusts, charitable trusts, special needs trusts, and generation-skipping trusts.
- Retirement Plan Consulting: Non-discretionary retirement consulting on qualified and non-qualified deferred compensation plans including Investment Policy Statement development, investment monitoring, and sponsor education.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
InvesTrust product offering
Product offeringCore offering
InvesTrust is an independent, fiduciary wealth management firm that provides customized investment management and consulting based on client risk profiles, professional trust administration across revocable, irrevocable, charitable, life insurance, special needs, and generation-skipping trusts, and employer-sponsored retirement plan consulting covering 401(k), 457(b), 403(b), Roth IRA, and Traditional IRA accounts. The firm serves high net worth individuals, families, foundations, endowments, pension plans, trusts, insurance companies, and corporations through in-house advisors and trust officers.
Product overview
InvesTrust offers a unified wealth management platform with three core service areas: Consulting & Investment Management, Trust Administration, and Retirement Services. The platform provides customized investment management based on client risk profiles, professional trust administration (including revocable, irrevocable, charitable, life insurance, special needs, and generation skipping trusts), and comprehensive retirement plan consulting covering 401(k), ROTH 401(k), 457(b), 403(b), Roth IRA, and Traditional IRA accounts. The company serves high net worth individuals, families, foundations, endowments, pension plans, trusts, insurance companies, and corporations.
Differentiator
Problem solved
Functional benefit
Products and services
- Consulting & Investment Management Customized investment management and consulting services delivered by in-house investment professionals, managing client assets based on individual risk profiles. Includes investment consulting, asset management, and retirement plan and pension consulting. Serves individuals, retirement plans, charitable organizations, corporations, and business entities.
- Trust Administration
- Retirement Services
Companies that use InvesTrust
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles4 records
InvesTrust technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
InvesTrust partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered support and core.
- Tax ProfessionalssupportProfessional partnerships with tax professionals when crafting estate plans. The firm works collaboratively with clients' existing tax advisors to create comprehensive strategies.
- Drafting AttorneyssupportCollaborative relationships with estate planning attorneys who draft trust documents and other legal instruments in coordination with InvesTrust's administration services.
- Black Diamond (Portfolio Reporting Platform)coreThird-party portfolio reporting and client portal platform used to deliver consolidated account reporting to clients. Login portal available at login.bdreporting.com.
- Employee Benefit Plan Platform (go-retire.com)coreThird-party platform for employee benefit plan login and administration. Enables clients to access retirement plan information and management tools.
Scale indicators2 records
Recent moves2 records
Expansion highlights4 records
InvesTrust competitors and assessment
Company assessmentDirect peers
- GenTrust Wealth Management: Independent, fiduciary wealth management firm offering investment management, trust administration, and retirement plan consulting — directly comparable service mix and client segments (HNW families, foundations, endowments) to InvesTrust.
- Aspiriant: Independent RIA providing fee-only wealth management, investment advisory, and estate/trust services to HNW households and institutions; comparable independent fiduciary model and HNW focus to InvesTrust.
- Buckingham Strategic Wealth: Fee-only RIA serving HNW individuals and families with investment management, retirement planning, and estate coordination — a structurally similar independent fiduciary wealth manager with comparable service breadth.
- Plante Moran Wealth Management: Wealth management arm of Plante Moran providing investment advisory, trust, retirement plan, and estate services to HNW clients and business owners — directly comparable integrated wealth/trust offering.
Broad incumbents
- Mercer Advisors: National RIA providing comprehensive wealth management, estate planning, and trust services to HNW households; a scaled, multi-office incumbent operating in the same fiduciary wealth management space.
- Carson Group: Large RIA platform serving independent advisors and their HNW clients with investment, retirement, and wealth planning solutions — competes for both clients and as a potential acquirer of firms like InvesTrust.
- Schwab Wealth Advisory: Schwab's discretionary and advisory wealth management offering for HNW clients; represents the scaled, lower-fee incumbent alternative that puts pricing pressure on independent fiduciaries like InvesTrust.
- Vanguard Personal Advisor Services: Hybrid robo-advisor and human advisory service from Vanguard targeting HNW households with investment and retirement planning at low fee ratios — a direct fee-disrupting competitor in the same client segment.
Emerging players
- Facet Wealth: Tech-enabled flat-fee financial planning and investment advisory firm serving HNW clients virtually — emerging competitor offering a modern digital alternative to traditional relationship-led firms like InvesTrust.
Regional players
- TrueWealth Advisors: Regional independent RIA offering wealth management and retirement plan services — comparable service model to InvesTrust though operating in a different U.S. geography.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
InvesTrust social profiles
Digital presenceInvesTrust financial estimates
Financial estimateRevenue estimate
Valuation estimate
InvesTrust leadership team
Management profileNumber of profiles
Profiles8 records
InvesTrust funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InvesTrust M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about InvesTrust
What does InvesTrust do?
InvesTrust is an independent, fiduciary wealth management firm that provides customized investment management and consulting based on client risk profiles, professional trust administration across revocable, irrevocable, charitable, life insurance, special needs, and generation-skipping trusts, and employer-sponsored retirement plan consulting covering 401(k), 457(b), 403(b), Roth IRA, and Traditional IRA accounts. The firm serves high net worth individuals, families, foundations, endowments, pension plans, trusts, insurance companies, and corporations through in-house advisors and trust officers.
Is InvesTrust a public or private company?
InvesTrust is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was InvesTrust founded?
InvesTrust was founded in 1985. It employs 11 to 50 people.
Where is InvesTrust based?
InvesTrust is headquartered in Oklahoma City, United States, in the North America region.
How does InvesTrust make money?
Three revenue lines are on record. Investment Consulting & Management Fees are the primary driver. The others are trust Administration Services and retirement Plan Consulting.
Who are InvesTrust's main competitors?
Direct peers on record are GenTrust Wealth Management, Aspiriant, Buckingham Strategic Wealth and Plante Moran Wealth Management. Broad incumbents are Mercer Advisors, Carson Group, Schwab Wealth Advisory and Vanguard Personal Advisor Services. Facet Wealth is listed as an emerging player. TrueWealth Advisors is listed as a regional player.
Does InvesTrust have an API?
No public API is recorded for InvesTrust.
What industry is InvesTrust in?
InvesTrust's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight), with a secondary code of FSAEAKAA, Personal Trust & Fiduciary Administration. Its NAICS code is 523940 and its SIC code is 6282.