A Trusted Partner Committed to Your Financial Success
We Operate with Unwavering Honesty & Integrity
We offer a deeply personalized approach, providing objective, tailored advice, impeccable wealth management, and exclusive access to private investments—all designed to help clients achieve their goals and build lasting wealth.
These investments tend to be less regulated, less liquid, and more complex than traditional assets
Integrated
These investments tend to be less regulated, less liquid, and more complex than traditional assets
Financial Advice
These investments tend to be less regulated, less liquid, and more complex than traditional assets
Experienced
These investments tend to be less regulated, less liquid, and more complex than traditional assets
Here's How We Got Started
Bigining
Our story begins in 1950, when John Doe founded our third-generation financial planning firm
Funding
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.
The automotive industry is a global giant that designs, develops, manufactures, markets, and sells motor vehicles. It is one of the world’s largest economic sectors in terms of revenue and employs millions of people worldwide.
Automotive suppliers
Vehicle manufacturers and brands
Captive finance providers
Automotive suppliers
Drivers Want More Than a Ride
Automotive diligence projects for private equity and corporate clients
Automotive consulting engagements
Our Client Results in Automotive
We empower automotive leaders to drive innovation, improve efficiency, and achieve sustainable growth in a rapidly changing industry.