Finovo exists because most marketing is judged by what it produces, not what it’s worth. We started the firm to close that gap.
Matt’s career spans institutional banks, wealth technology platforms, RIAs, and high-growth companies — untangling noisy data, redesigning growth workflows, and aligning day-to-day marketing with what leadership actually values.
After UC Irvine he launched Amity Capital to make investing more accessible, was later recruited by Betterment to grow B2B adoption and build tools for wealth firms, and went on to lead digital strategy at AdvicePeriod. He also founded MasonPay, an app that helped more than 5,000 users pay down over $40M in credit-card debt, and was named one of InvestmentNews’ 40 Under 40.
That range, startup scrappiness to enterprise rigor, is the Finovo operating system: senior-level thinking, applied directly, with no layers between you and the person doing the work.
Every input should map to an output that makes the firm worth more.
Campaigns expire; well-built engines compound.
Steady, deliberate growth that respects your capacity, economics, and reputation.
Your tools, your data, your systems, whether we’re there or not.
Book 30 minutes and we’ll walk out with a clear picture of what growth looks like for your firm.
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