Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
values
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
Every step is shared with clarity—no surprises, just trust.
Result-Oriented Planning
We focus on actionable strategies that deliver measurable results.
Customized Approach
Every business is unique. We adapt our services to suit your challenges.
Industry Experience
Our consultants bring years of domain expertise to accelerate your business journey.
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
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.”
Free Consultation
Deep research before strategy
Personalized support at every step
Continuous improvement mindset
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
Nimish Taneja
Nimish Taneja
Free Consultation
2025 Diversity, Equity, and Inclusion Report
- 2025