Evenz Escarne is the Founder and CEO of FolioMax, an AI-powered wealth management platform designed to transform financial analysis and proposal generation for investment professionals. With over 24 years of experience in wealth management and financial services, Evenz is a recognized leader in portfolio analysis, asset allocation, investment strategies, and financial technology.

Before launching FolioMax, Evenz played a pivotal role at BNY Mellon, where he collaborated closely with the Investment Strategy Committee (ISC) to shape investment roadmaps, drive innovation, and enhance BNY’s technological capabilities. His leadership was instrumental in advancing portfolio analysis tools, optimizing vendor partnerships, and improving investment processes—leaving a lasting impact on both the firm and its clients.

Driven by a passion for innovation and efficiency, Evenz founded FolioMax to empower wealth managers with cutting-edge AI tools that streamline data extraction, unlock deeper portfolio insights, and enhance decision-making. Under his leadership, FolioMax is redefining how financial professionals analyze and manage client portfolios—bringing greater precision, clarity, and automation to wealth management.