ENVEST MICROFINANCE COOPERATIVE

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MADISON, Wisconsin
CRD number
162186

Firm profile

FINTRX

Overview

Envest Microfinance Cooperative operates as a cooperative vehicle focused on microfinance activity. The firm is organized as an "other" type entity and appears to deploy capital through pooled private funds rather than through traditional retail advisory accounts. It is not identified as a multi-state or SEC-registered adviser in the available data, and it is not flagged as an active ESG investor in the supplied snapshot. The business presents as fund-centric, concentrating on small-scale lending and microfinance-related investments typical for cooperative structures that pool capital to support microenterprise lending or related financial inclusion strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JON BISHOP

    CEO and FounderCRD 6044517

Contacts

3 of 4
  • IYASSU ESSAYAS

    MemberCRD 5779384

  • WAYNE ORTHWEIN

    SecretaryCRD 1553798

  • KEVIN EGOLF

    DirectorCRD 6074556

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MADISON, WI

DANE

Location

MADISON, WI

Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
DANE
Address
621 N Sherman Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth