We Operate with Unwavering Honesty & Integrity
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.
Transparency Always
Result-Oriented Planning
We focus on actionable strategies that deliver measurable results.
Customized Approach
Industry Experience
Our consultants bring years of domain expertise to accelerate your business journey.
Here's How We Got Started
The Begining
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
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.
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
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.
Driven by Outcomes, Not Just Advice
We go beyond consultation—we immerse ourselves in your vision, analyze every detail, and co-create a roadmap that gets you from “problem” to “performance.”
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
Nimish Taneja
2025 Diversity, Equity, and Inclusion Report
- 2025