Who we are

A Trusted Partner Committed to Your Financial Success

$28.90M
Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
We Operate with Unwavering Honesty & Integrity

We Operate with Unwavering Dedication to Quality, Safety & Environment

We are driven by a single unified mission: to consistently uphold the highest standards in quality assurance, occupational safety, and environmental responsibility. Our ISO-certified systems, people-first practices, and proactive risk management reflect our deep-rooted commitment to clients, employees, and the planet.

Quality Excellence

We follow a comprehensive ISO 9001:2015-certified system that guarantees the highest level of service quality, process control, and continuous improvement.

Safety First

We prevent workplace incidents and injuries by promoting a strong safety culture, empowering employees, and enforcing rigorous safety protocols.

Environmental Responsibility

We meet ISO 14001:2015 standards and take proactive steps to reduce environmental impact, prevent pollution, and conserve natural resources.

Continuous Improvement

Through regular audits, management reviews, and measurable objectives, we ensure our QHSE systems grow stronger year after year.

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.

Why us

We Always Prioritize People Planet & Process Integrity

At CAE, quality is not just a benchmark—it’s a mindset. Every project is executed with detailed attention to compliance, safety, and long-term sustainability. We work hand-in-hand with our teams, clients, and subcontractors to build a zero-defect, zero-incident culture.

Quality, safety, and sustainability aren’t just policies — they are part of our DNA. Every project we deliver reflects our deep-rooted commitment to protecting people, delivering excellence, and leaving a better world behind.

Amina Rahman
QHSE Director, Control & Applications Emirates

Explore how CAE raised the bar in Quality, Health, Safety, and Environment this year