Custom Web & App Builds Designed for How Your Business Actually Works

We turn business needs into usable digital products that perform across web and mobile. From user flows to tech stack decisions, every build is scoped, designed, and developed by a capable team to match your operations and growth goals.

Assets under management

$28.90M

Professionals

120+

Earning client trust since

2016

Who we are

Founded by Industry Trailblazers who Continue to Lead the Way.

We’re a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier.
Our purpose is clear—empowering clients to streamline, protect, and grow the wealth they've diligently built.
We help you realize your vision while building lasting confidence and peace of mind throughout your financial journey.
Our Values

We Listen, Think Independently, Advise & Take Action

Integrity

We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.

Client Focus

We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.

Risk Resilience

We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.

Expertise

We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.

Why us?

You’ll Know What

You’re Getting Builds Wealth Steps to Take Next
We are Transparent Like that. No Gimmicks.
Our team

Choosing The Right
Financial Planning Team

Trusted partner

SEC Registered Investment Advisor

We help you achieve your vision and cultivate confidence and peace of mind across your financial journey.

Testimonials

Client Experiences That Speak for Themselves

Insights

Hear Directly
From Finovate Experts

Use Physician Lifecycle Planning to Maximize Your Financial Potential

Diversity, Equity, and Inclusion

How to Overcome the Impact of Inflation

Our Process

How We Build

Web & App Development Process

We begin by gathering detailed inputs on business objectives, user flows, technical constraints, and desired outcomes. This helps define what the platform needs to do and how it will be used.

Based on the requirements, we define the system architecture, recommend a tech stack, and outline backend, frontend, and infrastructure components aligned to the expected scale and performance.

Using Figma and other collaborative design tools, we create user flow diagrams, wireframes, and low-fidelity layouts that translate business needs into functional screens.

We develop high-fidelity visual designs, interface states, and micro-interactions. All designs are structured for development handoff with clean asset libraries and annotations.

Frontend components are built using the selected framework (e.g., React, Next.js, Flutter). Backend APIs, databases, and services are developed in parallel using Laravel, Node.js, or Firebase, depending on architecture.

We configure and connect third-party platforms, including CRM tools, analytics, payment gateways, CMS modules, and external APIs as specified in the scope.

Manual and automated tests are conducted to validate functional accuracy, UI consistency, responsiveness, API behavior, and performance across browsers and devices.

The solution is deployed to your preferred cloud infrastructure. We provide monitoring setup, technical documentation, and ongoing support for maintenance, iteration, or enhancements.

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