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 over 24 years of experience in the financial services industry—including leadership roles at BNY Mellon—Evenz brings a deep understanding of portfolio analytics, asset allocation strategy, and investment management innovation. His mission: to help advisors and investment teams transform complex financial data into clear, actionable insights.

Under Evenz’s leadership, FolioMax has launched MAX, an AI-driven assistant that revolutionizes the way firms analyze portfolios. From asset allocation breakdowns and portfolio construction tools to fee analysis, stock overlap reports, and GICS sector benchmarking, MAX does the heavy lifting—so professionals can focus on delivering value to their clients.

Evenz’s vision is simple but powerful: Make data smarter. Make advisors stronger.

Stay tuned for more updates as we continue to expand what’s possible in AI-powered portfolio management.