At FolioMAX®, we believe that wealth management should be more than just numbers and data it should be about understanding each client’s unique financial journey and providing the tools to help them achieve their goals. We are committed to empowering wealth managers with advanced, AI-driven solutions that transform complex financial data into clear, actionable insights. Our mission is to bridge the gap between technology and personal financial advisory, creating a platform that supports wealth managers in delivering exceptional service.
Our Mission
Our mission is simple yet profound: to revolutionize the way wealth managers approach portfolio construction and asset allocation. We understand that wealth management is as much about relationships and trust as it is about financial acumen. With FolioMAX®, we aim to provide a platform that enhances these relationships by offering wealth managers the insights they need to make informed, strategic decisions that resonate with their clients’ financial objectives.
We are driven by the belief that every client deserves a personalized financial strategy, and every wealth manager should have the tools to deliver it. FolioMax® is built to be that tool, providing comprehensive analysis and real-time data that enable wealth managers to craft portfolios that are as unique as the clients they serve.
Our Vision
We envision a world where wealth managers have the ability to harness the power of advanced technology without losing the personal touch that is essential to financial advisory. “Our vision” is to become the leading provider of AI-driven financial analysis tools that empower wealth managers to offer highly personalized and effective financial solutions.
We see a future where technology and human expertise work hand in hand to deliver superior client outcomes. By continuously innovating and expanding MAX’s capabilities, we strive to be at the forefront of this transformation, helping wealth managers navigate the complexities of the financial markets with confidence and precision.
Our Values
At the core of everything we do are our values. These principles guide our decisions, shape our culture, and define how we interact with our clients and partners:
Innovation: We are committed to pushing the boundaries of what’s possible in financial technology. Innovation is in our DNA, driving us to continuously improve MAX’s capabilities to meet the evolving needs of wealth managers and their clients.
Integrity: Trust is the foundation of any successful relationship, especially in wealth management. We hold ourselves to the highest ethical standards, ensuring that MAX is a platform wealth managers can rely on with complete confidence.
Client-Centricity: Our clients’ success is our success. We are dedicated to understanding the unique challenges and needs of wealth managers and providing them with solutions that truly add value.
Collaboration: We believe in the power of partnership. By working closely with wealth managers, financial institutions, and technology experts, we ensure that MAX is always aligned with industry best practices and client needs.
Excellence: We strive for excellence in every aspect of our work, from the robustness of MAX technology to the quality of our customer support. Our goal is to exceed expectations and set new standards in the industry.
Our Story
The story of MAX began with a simple question: How can we empower wealth managers to better serve their clients in an increasingly complex financial world? Our founders, seasoned professionals in wealth management and technology, saw firsthand the challenges wealth managers faced in analyzing vast amounts of data and making strategic decisions that align with their clients’ goals. They recognized the need for a tool that could simplify this process, without sacrificing the depth of analysis required for effective portfolio management.
Thus, MAX was born a platform that combines the latest advancements in AI with the practical needs of wealth managers. From the beginning, our focus has been on creating a tool that not only provides powerful insights but is also intuitive and easy to use. We wanted to build a platform that wealth managers could trust, knowing that it would help them deliver personalized, data-driven advice to their clients.
Since inception, MAX has evolved, expanding its capabilities and refining its features to meet the changing needs of the financial industry. What started as a small team with a big idea has grown into a dedicated group of professionals committed to revolutionizing wealth management. We envision a world in which MAX is used by wealth managers across the globe, helping them turn data into actionable insights and build portfolios that drive success.
Our Team
MAX is powered by a diverse team of experts in wealth management, finance, technology, and artificial intelligence. Our team brings together a wealth of experience and knowledge, ensuring that MAX is built on a foundation of both technical excellence and deep industry understanding.
Leadership
Our leadership team comprises seasoned professionals who have spent decades in the wealth management, financial, and technology sectors. They bring a strategic vision to MAX, guiding the platform’s development and ensuring that it remains at the cutting edge of financial technology.
Evenz Escarne
CEO - Founder
Steven H. Reiff
Chief Visionary Officer
Alexandra Neto
Chief Marketing Officer
Advisor
Bobby Van Zeltan
Chief Data Scientist
Ankit Agarwal
Chief Technology Officer
Lance L.J. Marine
Director of Sales and Strategy
Customer Success
We believe that our success is tied to the success of our clients. Our customer success team is dedicated to helping wealth managers get the most out of MAX. Whether it’s onboarding, training, or ongoing support, our team is here to ensure that every user has a positive experience with MAX.
Our Commitment to Innovation
MAX is powered by a diverse team of experts in wealth management, finance, technology, and artificial intelligence. Our team brings together a wealth of experience and knowledge, ensuring that MAX is built on a foundation of both technical excellence and deep industry understanding.
Continuous
Improvement
We are dedicated to continuously improving MAX. Whether it’s refining existing features or developing entirely new ones, our team is always working to ensure that MAX stays ahead of the curve. We regularly release updates and enhancements, ensuring that our users always have access to the latest tools and insights.
Client-Driven
Development
We believe that the best innovations come from understanding the needs of our users. That’s why we work closely with wealth managers to understand their challenges and priorities. This collaborative approach ensures that MAX is always aligned with the practical needs of wealth managers, delivering solutions that truly add value.
Exploring
the Future
As AI and wealth management technology continue to evolve, we are committed to exploring new frontiers. Whether it’s integrating machine learning algorithms, enhancing realtime data processing, or exploring new ways to visualize financial data, we are always looking for ways to make MAX even more powerful and intuitive.