$28.90M
Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
values
We offer a deeply personalized approach, providing objective, customized advice, seamless wealth management, and exclusive access to private investments, all designed to help clients reach their goals and build lasting wealth.
A commitment to acting in your best interest for long-term financial wellbeing.
Comprehensive wealth services, tailored solutions, and exclusive alternative investments.
A customized approach driven by proactive ideas and strategic problem-solving.
A highly dedicated team, supported by our extensive network of trusted professionals,
our history
1950
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
2004
Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
2014
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
2024
Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.
1950
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
2004
Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
2014
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
2024
Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.
Why us
Driven by a relentless focus on “why,” we integrate our services to uncover, design, and deliver the most impactful outcomes for you. Instead of relying on predefined processes, we take a hands-on approach—collaborating closely with your teams to craft practical, end-to-end solutions tailored to your needs.
Free Consultation
Financial Planing
Investment Management
Insurance & Risk Management
Alternative Investments
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
John Smith
Free Consultation