A propos

A Trusted Partner Committed to Your Financial Success

$28.90M
Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
Nos valeurs

Nos valeurs construisent un écosystème de réussite et d’opportunités.

Innovation

L’innovation est au cœur de notre pédagogie. Nous adoptons les dernières technologies et méthodes d’enseignement pour offrir des formations avant-gardistes et interactives.

Excellence

Nous nous s’engageons à fournir des formations de la plus haute qualité, en collaborant avec des experts reconnus sur le plan national et international.

Inclusion

Nous valorisons la diversité et l’inclusion et s’engage à réduire la fracture numérique auprès du public féminin souvent sous-représentées dans le secteur numérique.

Coopération

Nous encourageons la collaboration entre apprenant(e)s et formateurs(trices), en créant et favorise une communauté dynamique et solidaire.

our history

Voici comment nous y sommes Parvenus

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

We Always Put Your Interests First

Driven by a relentless focus on “why,” we integrate our services to uncover, design, and deliver the most impactful outcomes for you. Instead of relying on predefined processes, we take a hands-on approach—collaborating closely with your teams to craft practical, end-to-end solutions tailored to your needs.