Who we are

Your Trusted Digital Transformation Partner

98%
Client Retention
24/7
Best Support
2x
Faster Execution
100%
Transparency
values

Built on Trust, Honesty. Driven by Precision.

We take a structured, deeply personalized approach combining strategy, design, and engineering to deliver scalable systems, clear outcomes, and long term value for every client we work with.

Integrity

We operate with complete transparency ensuring every decision is clear, honest, and aligned with your best interests.

Integration

We unify design, development, and infrastructure into one seamless system eliminating gaps and driving efficiency.

Precision

Every solution is carefully planned and executed focused on clarity, performance, and measurable outcomes.

Partnership

We work as an extension of your team building long term relationships, not short term engagements.

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

Built Around Your Goals First

We begin with “why” – understanding your vision before defining the solution. Every engagement is structured, collaborative, and tailored ensuring outcomes that are practical, scalable, and aligned with your long term growth.

“Technology should never feel complex to the client. Our role is to simplify, structure, and deliver systems that just work reliably and at scale.”

Aditya Ojha
Chief Technology Officer (CTO)

Engineered for Long Term Scale