We Operate with Unwavering Honesty & Integrity
We offer a personal approach, objective research, personalized advice, value-free management and exclusive use of private investment, designed to help clients pursue their goals and build lasting wealth.
Administrator
A commitment to acting in your best interest for long-term financial wellbeing.
Integrated
Comprehensive services, retail solutions and exclusive alternative investments.
Highly Personalized
A personalized overview driven by proactive and strategic problem-solving ideas.
Experience
A highly regarded team, supported by our extensive network of independent professionals,
Here's How We Got Started
The Beginning
Our story began in 1950, when John Doe provided our third financial plan to the firm's planning department.
Acquisition
Finovate was acquired by NM Holdings, LP, a financial distribution company, for future growth and support in mergers and acquisitions plans.
Partnership
Finovate has formed a company with Meks Capital Group, LLC, a financial services holding company, to continue growing through mergers and acquisitions.
Expansion
Finovate was acquired by Move Holdings, LP, a financial distribution company, for future development and growth in mergers and acquisitions strategies.
We Always Put Your Interests First
Driven by a relentless focus on “why,” we integrate our services to discover, design, and deliver the most impactful outcomes for you. Instead of reporting on predefined processes, we take a hands-on approach—working closely with your hands-on manufacturing teams to create end-to-end solutions tailored to your needs.
"Our goal is to help people and organize big dreams, to create lavish displays, and to build a better life for everyone."
John Smith
2024 Diversity, Equity and Inclusion Report
- 2025
