InvesTrust
Overview
InvesTrust is a private investment firm based in Oklahoma City, Oklahoma, specializing in asset management and trust services since 1998. The firm offers a range of financial solutions, including retirement plans, employee benefit plans, and wealth management services. With a dedicated team of professionals, InvesTrust focuses on delivering personalized financial plans designed to meet the unique needs of each client. The firm's investment approach encompasses various asset classes, such as private equity, real estate, fixed income, hedge funds, and venture capital. InvesTrust engages in investments across multiple stages, including seed, early stage, series A and B, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This comprehensive strategy allows the firm to cater to a diverse clientele seeking tailored investment opportunities. InvesTrust's portfolio spans a wide array of industries, reflecting its versatile investment strategy. The firm's commitment to client-centric solutions and its extensive industry expertise have established it as a trusted partner in the financial services sector. By focusing on delivering innovative and customized financial solutions, InvesTrust continues to empower clients to achieve their strategic goals and secure their financial futures.
Investment Focus
- Open to accredited investors
- Focus on U.S.-based companies
- Preference for investments in technology, healthcare, and real estate sectors
- Interest in both minority and majority equity stakes
- Willingness to engage in active management and strategic guidance
- Alignment with InvesTrust's investment philosophy and values
Portfolio Companies
Reach InvesTrust directly
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Unlock full contacts →Frequently asked questions about InvesTrust
What sectors does InvesTrust invest in?
InvesTrust invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Oklahoma City, Oklahoma, United States. InvesTrust is listed as a private investment firm in the ConnectSafely investor database.
What stage does InvesTrust invest at?
InvesTrust backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does InvesTrust invest in?
InvesTrust invests across United States.
Who are the partners at InvesTrust?
Team members listed for InvesTrust include Jitendra Agarwal (Director) and Mark Williams (CEO & Co-CIO).
What companies has InvesTrust invested in?
InvesTrust's portfolio includes SmartHome Devices, EcoBuild Construction, ABC Technologies, XYZ Healthcare, AgriTech Innovations, HealthFirst Pharmaceuticals, Greenfield Real Estate and Urban Retail Group.
How do I contact InvesTrust?
InvesTrust's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
