Every new Connecticut business filing, every dayInvst
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 · Fairfield County
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Connecticut Secretary of the State (business.ct.gov) · Entity 3158110 · Retrieved July 27, 2026
About Invst
Invst LLC filed in Connecticut on February 20, 2025, as a financial advisory firm focused on wealth management and retirement planning. The company is based in Stamford and lists Dipen Mehta, Beverly Blair, and Scott Jarred as principals. Its domain was registered in 2001, over 23 years before the filing, and uses GoDaddy as registrar. The website matches the filing name and address. No annual report or EIN on file yet. We estimate revenue between $1M and $10M and 6 to 25 employees.
- Domain registered 23 years before filing, indicating a long-established online presence.
- Filed in Connecticut with three principals: Dipen Mehta, Beverly Blair, and Scott Jarred.
- Website confirmed to match the filing name and address.
- No annual report or EIN on file yet.
- Uses GoDaddy as registrar.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 192 new businesses registered in Stamford in February 2025, one of 2 financial advisory businesses.
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Filing Details
Verified Business Profile
Contact Information
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.
Officers / Authorized Persons
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, in Fairfield County.
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.
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