We Work with Vision, Deliver with Integrity
Our philosophy is simple: serve with intent, execute with excellence. Every decision we make is anchored in trust, transparency, and forward-thinking execution.
Fiduciary
We serve your interests—always.
Every engagement is guided by your long-term vision. Our advice and actions are fully aligned with your best interests, with no compromise on trust or transparency.
Integrated
Design and strategy, unified.
We combine interior expertise with real estate intelligence, offering you a seamless experience that bridges creativity, functionality, and business impact.
Highly Personalized
Tailored strategies, built around you.
We take time to understand your needs—delivering insight-driven solutions aligned with your goals, preferences, and vision for success.
Experienced
Decades of insight, delivered with precision.
Our team brings hands-on expertise and a trusted global network, ensuring every decision is informed and executed to the highest standard.
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.
We Don’t Just Deliver—We Redefine What’s Possible
We lead with one question: what will make the biggest difference for you? That question shapes everything—from how we approach design to how we structure investment strategies. Our process is not predefined—it’s collaborative, strategic, and always tailored. Whether we’re reimagining a luxury interior or structuring a high-stakes property deal, our goal is the same: elevate your outcomes and exceed expectations.
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
John Smith
2024 Diversity, Equity, and Inclusion Report
- 2025
