Nate Coate

Chief Executive Officer at Nova Advisory

Nate Coate is the Chief Executive Officer at Nova Advisory. Prior to their current role, Nate was a Partner at Accelalpha and the President and Co-Founder of Key Performance Ideas, which was acquired by Accelalpha. Additionally, Nate has held various positions at companies such as Chick N Coop Restaurant, TopDown Consulting, Levi Strauss & Co., Excite@Home, and CCC Information Services. Nate holds a B.A. in Economics from Yale University.

Location

Jupiter, United States

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Nova Advisory

At Nova Advisory, we believe that our customers are not one-time engagements, but rather are trusted partners in a meaningful journey. Because many of us have been in our customer’s shoes, we dive deep into our customers’ challenges to create and realize a shared financial vision. By achieving this vision, we free financial professionals from the mundane daily tasks, allowing our customers the ability to unlock extraordinary value and get back to what matters most. As a OneStream Platinum Partner, our mission is to serve as dedicated allies for financial professionals, leveraging our industry expertise to create strategic pathways in OneStream implementation and financial transformation services We are committed to delivering a world-class experience, transforming financial perspectives, and unlocking unprecedented value for the individuals and organizations we work with. Every interaction with us reinforces trust, commitment, and a strong trajectory towards mutual success.


Employees

11-50

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