We Operate with Unwavering Honesty & Integrity
We offer a deeply personalized approach, providing objective, customized advice, seamless wealth management, and exclusive access to private investments, all designed to help clients reach their goals and build lasting wealth.
Fiduciary
A commitment to acting in your best interest for long-term financial wellbeing.
Integrated
Comprehensive wealth services, tailored solutions, and exclusive alternative investments.
Highly Personalized
A customized approach driven by proactive ideas and strategic problem-solving.
Experienced
A highly dedicated team, supported by our extensive network of trusted professionals,
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 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.
“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
The Phīla Philosophy
Philanthropy Reimagined
At Phila, we believe philanthropy is most powerful when it reflects who you are-and what you stand for. Our work is rooted in the belief that wealth should move in service of equity, justice, and human connection.
We partner with individuals, families, and institutions to design giving strategies that align values with action. Through racial and social justice lenses, we help you connect money to meaning-crafting philanthropic approaches that are holistic, courageous, and built to last
To us, giving is more than a financial act. It’s about engaging your time, talent, and relationships to help create a more just world. We’re here to support you in building a legacy not just of generosity, but of transformation.
This is about linking passion to purpose-and walking with you every step of the way.
Here's How We Got Started
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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.
Rooted In Equity.
Focused On Transformation.
Vision
Mission
Our mission is to cultivate informed. active, and joyful givers who are equipped with the tools and concepts to become meaningful partners to organizations and movements that are affecting social change
