Evenz Escarne
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.
Evenz Escarne
Evenz Escarne Founder & CEO Volatility Exposes Weaknesses—Are You Seeing the Full Picture? Market volatility doesn’t just rattle portfolios—it reveals them. In calm markets, prospects may overlook concentration risk, excessive fees, or misaligned allocations. But when volatility strikes, those issues…
Evenz Escarne
Evenz Escarne Founder & CEO In a Volatile Market, Understanding the “Before” Is Key to Advising the “After” When markets are swinging and headlines are driving fear, most investors don’t know exactly how their portfolios are positioned—or why. For advisors,…
Evenz Escarne
Evenz Escarne Founder & CEO Know What They Hold: Why Understanding Prospect Allocation Matters More Than Ever In today’s volatile market environment, surface-level conversations with prospects aren’t enough. With recent economic shifts, rising interest rates, and global uncertainty shaking investor…
Evenz Escarne
📣 Meet Evenz Escarne – CEO and Founder of FolioMax We’re excited to introduce Evenz Escarne, CEO and Founder of FolioMax—the visionary behind a groundbreaking platform that’s reshaping the future of wealth management through artificial intelligence. With more than 24…
Evenz Escarne
📣 Introducing Evenz Escarne – CEO and Founder of FolioMax We’re proud to officially introduce Evenz Escarne as the Founder and CEO of FolioMax, a next-generation platform built to empower wealth management professionals through advanced AI and intelligent automation. With…