We Operate with Unwavering Honesty & Integrity
We provide independent, outcome-first mortgage advice that helps people buy homes, refinance smarter, and invest with confidence. Clear guidance, lender choice and a human-first approach — every step of the way.
Fiduciary
A commitment to acting in your best interest — we recommend what’s right for you, not what earns the highest commission.
Integrated
Access to a broad lender panel and complementary finance services so complex cases are solved efficiently and cleanly.
Highly Personalized
Every client gets a tailored plan — lender selection, loan structure and timelines aligned with your goals.
Highly Experienced
A seasoned team backed by years of mortgage negotiations, lender relationships and successful settlements.
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
We combine personal service with market access. That means: fast, pragmatic advice; lender options tailored to your situation; negotiations that reduce cost; and paperwork handled end-to-end so you can focus on what matters — moving, renovating or growing your portfolio. We explain the trade-offs clearly so you make confident decisions.
“Davinder helped us refinance and reduced our monthly payment — the whole process was seamless.”
John Smith
2024 Mortgage Confidence Report
- 2025
