Innovation Partners LLC

Innovation Partners LLC is a diversified financial services and consulting firm serving clients across America. It is registered as a broker dealer with FINRA and SIPC, and with the SEC as an investment adviser. Its staff include actuaries, investment professionals and attorneys.

Products and services

• Private placement insurance solutions: structuring insurance products for private placement.
• Investment and strategy consulting: advice on investment approach and business direction.
• Loan servicing and asset management: administering loan portfolios and assets.
• Mortgage delinquency risk modelling: analysing the chance that mortgage borrowers fall behind.
• Outsourcing of recurring commercial activities: taking on repeat operational tasks.
• Programme and project management: running complex initiatives.

Who it works with

Insurance companies, reinsurers, banks, fund managers, broker dealers, regulators, government bodies and retail organisations, both local and multinational.

Key facts

• Registrations: FINRA, SIPC and SEC
• Disciplines: actuarial analysis, benefits, banking and management consulting