Who we are

A Trusted Partner Committed to Your Financial Success

values

KHU: Kinesko-hrvatska udruga za kulturnu i gospodarsku suradnju

China – Croatia Association for Cultural and Economic Cooperation.

A bridge between China and Croatia in the field of culture and economy cooperation.

 

Culture

A commitment to acting in your best interest for long-term financial wellbeing.

Economics

Comprehensive wealth services, tailored solutions, and exclusive alternative investments.

Activities

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

Exhibitions

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

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.

“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”

 
John Smith
John Smith

2024 Diversity, Equity, and Inclusion Report