Who we are

A Trusted Partner Committed to Your Financial Success

values

Why we exist

Equipment financing runs on a workflow that has barely changed in twenty years. A dealer rep collects a customer’s details, fills in a lender’s application, sends it off, waits, gets a decline or a counter, then starts again with the next lender. Multiply that by every deal on the floor and you get a finance desk that spends its day re-keying the same information, chasing stipulations by phone, and guessing which lender might say yes.

The cost is not just time. Deals go cold while approvals are pending. Good customers get placed with the wrong lender because it was the one who answered first. Cross-border dealers carry two sets of documents, two sets of rules, and twice the chance of getting something wrong. We built Dealzap because we lived on both sides of that process and were convinced it should be a system, not a habit.
values

Why we exist

Operator first

Every feature starts with a question: does this remove a step from a dealer rep’s day, or add one? If it adds one, it does not ship.

Rules over guesswork

Lender criteria are encoded, versioned, and applied consistently. A match is explainable, so a rep can see why a lender was suggested and why another was not.

Both sides of the border, from day one.

We treat US and Canadian workflows as first-class citizens rather than one market with a bolt-on for the other.

Trust is the product

A highly dedicated team, supported by our extensive network of trusted professionals,

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 Put Your Interests First

Driven by a relentless focus on “why,” we integrate our services to uncover, design, and deliver the most impactful outcomes for you. Instead of relying on predefined processes, we take a hands-on approach—collaborating closely with your teams to craft practical, end-to-end solutions tailored to your needs.

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Financial Planing
Investment Management
Insurance & Risk Management
Alternative Investments

“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”

John Smith
John Smith
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2024 Diversity, Equity, and Inclusion Report

  • 2025