1950
The Begining
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
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.