Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
values
Our 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.
Performance First
We believe coatings should do more than protect, they should perform flawlessly over time.
Innovation Driven
We embrace advanced technologies that redefine industry standards.
Integrity & Trust
We build long-term relationships through honesty, transparency, and reliability.
Customer Focused
Every project, every client, every solution matters.
our history
Here’s How We Got Started
1950
The Begining
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
2004
Acquisition
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
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
2024
Expansion
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
The Begining
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
2004
Acquisition
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
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
2024
Expansion
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
We Always Put Your Interests First
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
John Smith
Free Consultation
2024 Diversity, Equity, and Inclusion Report
- 2025
