InvesTrust

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.

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

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

• Wealth management services
• Investment management consulting
• Trust administration services
• Retirement plan consulting
• Fiduciary financial advisory

Headquarters

HQ city

Oklahoma City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Consulting & Management Fees: Fee-based investment consulting and asset management services for individuals and institutions based on assets under management or fixed fees.
2. Trust Administration Services: Professional trust administration services including revocable trusts, irrevocable trusts, charitable trusts, special needs trusts, and generation-skipping trusts.
3. 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

Core 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

Named customers1 record

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered support and core.

• Tax ProfessionalssupportImplementation/ SI/ Consulting PartnerProfessional partnerships with tax professionals when crafting estate plans. The firm works collaboratively with clients' existing tax advisors to create comprehensive strategies.
• Drafting AttorneyssupportImplementation/ SI/ Consulting PartnerCollaborative 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)coreTechnology or IntegrationThird-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)coreTechnology or IntegrationThird-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

Direct 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

• Xx.com/investrustna
• Facebookfacebook.com/InvesTrust
• LinkedInlinkedin.com/company/investrust

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about InvesTrust