Who we are

Your All-Time Lead Generation Solution

$28.90M
Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
Our Ideology

Our Core Philosophy

Driven by professional standards and realistic business approaches.

Our Mission

Our Mission Text: We adopt realistic approaches to fill the gap between your brand and your potential prospects

Our Vision

Our Vision Text: We provide connected resources and professional standards to ensure your business grows sustainably and successfully.

Our Goal

Our Goal Text: We focus on striking objectives with stringent phases to help you outperform your market competitors.

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

Why Partner With SKS Group?

We bridge the gap between your brand and prospects. Our team treats every client with professional respect. We ensure that your business goals are met with realistic and achievable strategies for long-term growth.

“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