Who we are

A Trusted Partner Committed to Your Asymmetrical Advantage

values

We Operate with Unwavering Honesty & Integrity

Established in 2023 by US industry visionary, we are a specialized consulting firm engineered to drive enterprise relevance in the next decade. We don’t just solve current problems; we architect the future-proof ecosystems that deliver unparalleled market speed and resilience.

Fiduciary

A commitment to acting in your best interest for long-term business growth & wellbeing.

Integrated

Comprehensive services, tailored solutions, and exclusive alternative solutions.

Highly Personalized

A customized approach driven by proactive ideas and strategic problem-solving.

Experienced

A highly dedicated team, supported by our extensive network of trusted professionals,

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.

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.

“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”