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 years of experience in investment management and portfolio analytics—including key leadership roles at BNY Mellon—Evenz brings deep expertise in asset allocation, portfolio construction, and data-driven financial strategy. As the CEO of FolioMax, his goal is to provide wealth management professionals with the tools they need to turn complex financial data into meaningful insights.

At the heart of FolioMax is MAX, an intelligent AI assistant created under Evenz’s leadership. MAX empowers advisors with robust features like automated portfolio analysis, fee diagnostics, GICS sector comparison, stock overlap reporting, and holistic asset allocation tools—all designed to streamline analysis and support smarter investment decisions.

Evenz Escarne, CEO and Founder of FolioMax, is committed to transforming how wealth managers engage with data, clients, and opportunity. His vision: Smarter data. Stronger decisions. Better outcomes.

Stay connected as we continue building the most advanced AI platform for financial professionals.