Who we are

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
values

We Operate with Unwavering Honesty & Integrity

We offer a deeply streamlined approach, providing objective, customized advice, seamless corporate management, and exclusive access to business banking, all designed to help clients reach their goals and build lasting companies.

Transparent

A commitment to acting in your best interest with clear pricing and no hidden fees.

Integrated

Comprehensive corporate services, tailored solutions, and exclusive accounting support.

Highly Responsive

A customized approach driven by proactive communication and strategic problem-solving.

Experienced

A highly dedicated team, supported by our extensive network of certified professionals,

our history

Here's How We Got Started

2016

The Beginning

Our story begins in 2016, when our founders established our modern corporate services firm.

2019

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.

2022

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 simplify, manage, and deliver the most efficient outcomes for you. Instead of relying on outdated paperwork, we take a digital-first approach•collaborating closely with your teams to craft practical, end-to-end solutions tailored to your needs.

“Our purpose is to help founders and organizations incorporate faster, stay compliant, and build better businesses for all.”

John Smith
John Smith

2024 Annual Compliance and Audit Report