FINVEST

Overview

Finvest is a small, individually owned corporate advisory firm that registers with the SEC in 2024 and serves primarily individual and family clients. Its stated advisory activities center on portfolio management for individuals and small businesses and delivering educational seminars and workshops. The firm charges fees as a percentage of assets under management and does not self-identify as an active ESG investor or a multi-state adviser. The firm’s public filings classify it as unclassified and list it as a non–capital allocator, indicating it relies on third-party managers rather than running bespoke private funds. The combination of portfolio management plus client education reflects a hybrid servicing model that pairs asset oversight with client-facing outreach.

Assets & Accounts

Investments & Alternatives

Location & Offices