About Us
Established in Luzern, Switzerland, our company specializes in the strategic ownership and management of a diversified portfolio of businesses across various industries. We provide long-term value through responsible investment, operational oversight, and a commitment to sustainable growth.
We invest in companies with strong fundamentals and scalable models, offering active support in governance, capital structure, and strategic direction.
Why invest with us
Backed by Switzerland’s stable economic environment and our deep industry expertise, we aim to deliver consistent returns and sustainable growth across all our investments. Our commitment is to transparency, performance, and building enduring partnerships that generate lasting value for shareholders.
Proven Track Record
Swiss Stability, Global Reach
Diversified Portfolio
Transparent & Aligned Interests
Long-Term Vision
We focus on sustainable, long-term growth — not short-term gains. This allows us to build strong, resilient companies that deliver enduring value.
We Listen,
Think Independently
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.
Partner With Us for Sustainable Growth
Whether you’re a private investor, family office, or institutional partner, we welcome the opportunity to explore how we can grow together. Contact us to learn more about current opportunities and how we can align our goals with your investment strategy.
“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
