Vision for Clients and Growth
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.
Our Approach
Finovate partnered with the company to design a future-ready salesforce, implementing a new reporting structure and an optimized balance of generalists and specialists. The goal was to maximize synergies while minimizing customer impact. This collaborative effort involved several key steps:
Identify the Current State
Identify the current state of the salesforce at each company, including headcount, organization structure, products sold, territories and customers covered, and compensation design.
Design the Future-State Salesforce
Design the future-state salesforce and analytically pressure-test the resulting changes to the customers, territories, and products covered to ensure a smooth transition.
Manage an Implementation Program
Launch and manage an implementation program in the first year to deliver synergies on an ambitious timeline. This includes migrating to a new organizational structure and a new set of roles and responsibilities, communicating clearly to key stakeholders and identifying quick wins.
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
Legal Excellence in Pakistan
We are a premier business law firm providing expert legal solutions to Pakistani and international clients across corporate, commercial, and regulatory matters.
