About
Our operations are guided by uncompromising integrity and open communication.
Headquartered in Times Square, New York, Vertex Global Services is redefining outsourcing and customer experience.
From managed services to omnichannel CX, we deliver smart, scalable solutions that drive efficiency, elevate satisfaction, and fuel growth. Backed by cutting-edge tech and a world-class team, we turn challenges into opportunities and ideas into impact.
Led by experience. Powered by vision. 200+ years of collective experience.
Shitij Taneja
Managing Director
Andrew Watts
Chief Growth Officer
Anoosh Sirkeck
Chief of Staff
Raj Shekhar
Growth & Transformation
Rushi Khan
Client Success
Pallavi Verma
People Success
Fiduciary
A commitment to acting in your best interest for long-term financial wellbeing.
Integrated
Comprehensive wealth services, tailored solutions, and exclusive alternative investments.
Highly Personalized
A customized approach driven by proactive ideas and strategic problem-solving.
Experienced
A highly dedicated team, supported by our extensive network of trusted professionals,
From Vision to Venture
India
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
Acquisition
Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
John Smith
2024 Diversity, Equity, and Inclusion Report
- 2025
