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  1. Home
  2. Connecticut
  3. Stamford
  4. Financial Advisory
  5. Invst
Financial AdvisoryWealth Management & Retirement PlanningActiveVerified

Invst

Dipen Mehta, Principal

Invst is a financial advisory firm that helps individuals and businesses make their money work for them, offering services like personal CFO guidance and retirement solutions. The firm's website describes a team including Scott, Blair, Beverly, and Jarred, matching the LLC's listed principals. It operates from Indianapolis, IN, with a principal address also in Stamford, CT, and recently acquired NS Capital to expand retirement services for businesses.

Filed February 20, 2025 · Stamford, CT

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About Invst

Invst is a financial advisory business (LLC) registered on February 20, 2025 with the Connecticut Division of Corporations. The business is located in Stamford, Connecticut 06901. The filing lists Dipen Mehta as Principal.

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Filing Details

Entity NameInvst LLC
Entity TypeLLC
Entity Number3158110
Filing DateFebruary 20, 2025
Principal AddressLocked
City / State / ZipStamford, CT 06901
TimezoneEastern (ET)
EIN on FileNo

Verified Business Profile

SubcategoryWealth Management & Retirement Planning

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
Start Free TrialDomain and website data is included with a free trial.

Officers / Authorized Persons

D
Dipen Mehta
Principal
Address locked
B
Beverly Blair
Principal
Address locked
S
Scott Jarred
Principal
Address locked

Document Timeline

Filing timeline will be available soon.

Frequently Asked Questions

When was Invst registered?

Invst was registered as LLC on February 20, 2025 in Connecticut.

Where is Invst located?

Invst is based in Stamford, CT, 06901.

What type of business is Invst?

Invst is classified as a financial advisory business (wealth management & retirement planning).

Does Invst have an EIN on file?

No EIN was found on file for Invst at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

InsuranceWeb DesignerAccounting

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