Infovisa
Infovisa is a private U.S. software company, founded in 1992 and based in Cornelius, NC, that develops real-time trust accounting and wealth management platforms (MAUI and EMPIRE) for community bank trust departments, independent trust companies, and law firm trust departments, supported by a trust operations outsourcing subsidiary.
- Company typePrivate
- Founded1992
- HeadquartersCornelius, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Infovisa does
Infovisa, Inc. is a Cornelius, North Carolina-based software company founded in 1992 that exclusively builds trust accounting and wealth management software for U.S. financial institutions. The company sells two core platforms: MAUI, a Windows-based real-time trust accounting platform for community bank trust departments covering principal and income accounting, integrated investment and portfolio management, task-based workflows, and regulatory reporting; and EMPIRE, a cloud-native real-time wealth management platform with integrated CRM, sales tracking, workflow automation, and investment management. A module ecosystem spans both platforms, including the Account Review & Risk Manager (ARRM), Infovisa Client Portal, TRUSTtrak mobile app, Statement Design Studio, Document Management, and MAUI Cloud Services hosting.
Infovisa monetizes through annual subscription licenses for its software (quote-based pricing not publicly disclosed), layered with implementation, training, data conversion, and client-support professional services, plus managed-services revenue from its wholly-owned subsidiary Infovisa Wealth Services, LLC, which delivers trust operations outsourcing to banks and trust companies using Infovisa software. The company sells through an enterprise field-sales motion (National Sales Executive, VP of Sales & Marketing, and an account management team) targeting bank trust departments, independent trust companies, and law-firm trust departments, supplemented by 12+ annual industry conference appearances and a proprietary client conference. The company reports 165+ customers nationwide, all development is U.S.-based, and the firm is privately held by a family-owned bank holding company with no outside institutional investors. Leadership is long-tenured: President & CEO Michael S. Dinges has led the company since 2001, and VP Development Christy Beatty has been with the firm since 1994, providing deep institutional continuity in a specialized niche.
Infovisa firmographics
Firmographics- Name
- Infovisa
- Legal name
- Infovisa, Inc.
- Website
- https://infovisa.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Infovisa is a private U.S. software company, founded in 1992 and based in Cornelius, NC, that develops real-time trust accounting and wealth management platforms (MAUI and EMPIRE) for community bank trust departments, independent trust companies, and law firm trust departments, supported by a trust operations outsourcing subsidiary.
- Ownership category
- akta.pro rank
Infovisa industry classification
Industry- Product category
- Trust Accounting Software
- NAICS
- Software Publishers (5132), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Investment Advice (6282)
- akta.pro primary industry
- High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)
Keywords
Where Infovisa is headquartered
LocationHeadquarters
- HQ city
- Cornelius
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Infovisa business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Software Licenses and Subscriptions: Revenue from licensing MAUI and Empire trust accounting software platforms to bank trust departments, independent trust companies, and wealth management firms.
- Professional Services: Implementation, training, data conversion, and client support services. Includes onboarding team for new Empire customers.
- Trust Operations Outsourcing: Back office outsourcing solutions through Infovisa Wealth Services, LLC subsidiary using Infovisa software.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | One time/ perpetual license | Early Bird Conference Registration |
| Other | One time/ perpetual license | Standard Conference Registration |
| Subscription | Annual | Enterprise Software (MAUI/Empire) |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Infovisa product offering
Product offeringCore offering
Infovisa develops, licenses, and supports specialized trust accounting and wealth management software for U.S. financial institutions. Its two flagship platforms are MAUI (Windows-based, real-time trust accounting for community bank trust departments) and EMPIRE (cloud-native wealth management platform with integrated CRM, workflows, sales tracking, and investment management). The company also provides implementation, training, data conversion, support services, and trust operations outsourcing through its Infovisa Wealth Services, LLC subsidiary.
Product overview
Infovisa offers a platform-plus-modules architecture centered on two core products: EMPIRE Wealth Management Platform and MAUI Trust Accounting Software. EMPIRE is a cloud-native solution providing integrated CRM, workflows, sales tracking, and investment management for wealth management firms. MAUI is a Windows-based trust accounting platform for community banks and trust departments, offering principal and income accounting, portfolio management, and regulatory reporting. Both platforms support additional modules including the Account Review & Risk Manager (ARRM), Investment Manager, Document Management, and the Infovisa Client Portal with TRUSTtrak mobile app. The subsidiary Infovisa Wealth Services, LLC provides back office outsourcing using these platforms.
Differentiator
Problem solved
Functional benefit
Brands
- Empire: Comprehensive real-time wealth management platform for integrated workflows, CRM, sales tracking, and investment management.
- MAUI
Products and services
- EMPIRE Wealth Management Platform Comprehensive cloud-native real-time wealth management platform providing integrated workflows, CRM, sales tracking, and investment management for wealth management firms of all sizes.
- MAUI Trust Accounting Software Real-time Windows-based trust accounting platform for community banks and trust departments, delivering comprehensive principal and income accounting, integrated investment and portfolio management, task-based workflows, and regulatory reporting.
- Infovisa Wealth Services, LLC Back-office outsourcing service for banks and trust companies that uses Infovisa software to deliver trust operations outsourcing.
Quantifiable outcome
- MAUI cut down time spent posting fees by 50% at a $5 Billion Law Firm
- +2 more outcomes
Companies that use Infovisa
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Infovisa technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature7 records
Infovisa partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Infovisa Wealth Services, LLCcoreInfovisa subsidiary company that uses Infovisa software to deliver trust operations outsourcing services to banks and trust companies. Led by President & CEO Michael S. Dinges.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
Infovisa competitors and assessment
Company assessmentBroad incumbents
- Finastra: Finastra provides core banking and wealth/lending technology used by community and mid-size banks, many of which are Infovisa's target buyers. It competes for the broader software budget that includes trust accounting modules.
- Envestnet (Yodlee / Tamarac): Envestnet provides wealth management technology platforms (Tamarac, Yodlee) for RIAs and trust-focused advisors, competing for the same wealth management software dollars and increasingly embedding analytics Infovisa lacks.
- SEI Investments: SEI provides investment processing and wealth management technology platforms to banks, trust companies, and advisors, serving a customer base similar to Infovisa's and offering outsourced trust operations as an alternative to Infovisa Wealth Services.
- SS&C Advent: SS&C's Advent business offers portfolio management and accounting platforms (Advent Portfolio Exchange, Geneva) widely used by trust departments, wealth managers, and asset managers. It is a broad incumbent competing for the same bank trust department wallet as Infovisa's MAUI, and is listed as one of Infovisa's integration partners.
- Broadridge Financial Solutions: Broadridge provides trust and wealth management solutions used by broker-dealers, banks, and trust companies. It competes in adjacent trust workflows and is already an Infovisa integration partner, illustrating the overlap-and-coexist dynamic in the trust software market.
- FIS (Fidelity National Information Services): FIS sells trust and wealth platforms as part of its broader core banking and capital markets software stack, directly competing for community bank and trust department software budgets alongside Infovisa.
Direct peers
- ICS (TrustWare / BankWARE): ICS supplies trust accounting and bank operations software (BankWARE, TrustWare) to community banks and trust departments — a direct niche competitor to Infovisa's MAUI platform in the same customer segment.
- Orion Advisor Tech: Orion provides portfolio accounting, reporting, and CRM technology to wealth management firms and is already an Infovisa integration partner. It is a direct competitor for the wealth management software layer serving Infovisa's target customers.
- Fi-Tek: Fi-Tek is a direct competitor offering trust accounting and wealth management software to banks, trust companies, and retirement plan administrators — overlapping closely with Infovisa's MAUI and EMPIRE customer base.
- Profile Software: Profile Software provides wealth, banking, and trust management platforms (Fenergo, Axia) used by financial institutions, competing for trust and wealth technology deals globally and overlapping with Infovisa in the trust accounting domain.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks3 records
Key highlights7 records
Customer concentration
Infovisa social profiles
Digital presenceInfovisa financial estimates
Financial estimateRevenue estimate
Valuation estimate
Infovisa leadership team
Management profileNumber of profiles
Profiles7 records
Infovisa subsidiaries and ownership
Company hierarchySubsidiaries1 record
Infovisa funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Infovisa 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 Infovisa
What does Infovisa do?
Infovisa develops, licenses, and supports specialized trust accounting and wealth management software for U.S. financial institutions. Its two flagship platforms are MAUI (Windows-based, real-time trust accounting for community bank trust departments) and EMPIRE (cloud-native wealth management platform with integrated CRM, workflows, sales tracking, and investment management). The company also provides implementation, training, data conversion, support services, and trust operations outsourcing through its Infovisa Wealth Services, LLC subsidiary.
Is Infovisa a public or private company?
Infovisa is a private company. It is classified as family owned and is currently operating.
When was Infovisa founded?
Infovisa was founded in 1992. It employs 11 to 50 people.
Where is Infovisa based?
Infovisa is headquartered in Cornelius, United States, in the North America region.
How does Infovisa make money?
Three revenue lines are on record. Software Licenses and Subscriptions are the primary driver. The others are professional Services and trust Operations Outsourcing.
Who are Infovisa's main competitors?
Broad incumbents on record are Finastra, Envestnet (Yodlee / Tamarac), SEI Investments, SS&C Advent, Broadridge Financial Solutions and FIS (Fidelity National Information Services). Direct peers are ICS (TrustWare / BankWARE), Orion Advisor Tech, Fi-Tek and Profile Software.
Does Infovisa have an API?
No public API is recorded for Infovisa.
What industry is Infovisa in?
Infovisa's product category is Trust Accounting Software. Its primary akta.pro industry code is FSAGAEAI, High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking). Its NAICS code is 5132 and its SIC code is 7370.