Invst, LLC — Contact Email, Phone & Team

Overview

Invst, LLC is an independent Registered Investment Advisory firm specializing in comprehensive wealth management and financial advisory services. The firm focuses on providing personalized financial strategies to help clients achieve financial freedom and build sustainable wealth. Their investment approach emphasizes a holistic view of clients' financial lives, integrating various asset classes and investment stages to create tailored solutions. Invst, LLC's expertise spans multiple industries, including technology, real estate, healthcare, and consumer goods, allowing them to offer diversified investment opportunities. With a commitment to fiduciary responsibility, Invst, LLC operates with the highest standards of integrity, ensuring that clients' interests are always prioritized. Their team of experienced professionals works collaboratively to develop and implement strategies that align with clients' unique financial goals and values.

Investment Focus

Preference for investments in growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities
Interest in sectors such as technology, real estate, healthcare, and consumer goods

Portfolio Companies

AppleMicrosoftAmazonFacebookSpaceXAirbnbStripeRobinhoodUberGoogleSamsungTeslaDoorDashLyftSlackSnapPinterestNetflixZoomPalantir

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Frequently asked questions about Invst, LLC

What sectors does Invst, LLC invest in?

Invst, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Indiana, United States. Invst, LLC is listed as a private investment firm in the ConnectSafely investor database.