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About Us

We are a passionate team dedicated to be on the forefront of empowering businesses and their owners. More importantly, we are on the forefront of constantly improving the business clients customers’ experience leveraging technology. OMNI, as a company, empowers businesses to focus on core competencies and be more efficient in managing their front, back, and middle office activities as well as their clients.

Mission Statement

Our mission is to deliver personalized service to address the unique needs of each one of our advisors to make them more independent in establishing their businesses as well as managing their clients efficiently. This journey helps OMNI in maintaining strong relationships with its clients and offering first-class service and solutions.

Vision Statement

OMNI aims to provide superior quality advisor technology services and solutions to the financial advisors. We are constantly focusing to be the customer centric company and give our customers the best experience from the beginning to the end through our best prices and services/solutions.

Core Values & Beliefs

Our firm was founded based on a simple set of beliefs:

  • Customer dedication: Our primary concern is our advisor client. We are committed to providing each advisor with the tools and support they need in order to run a successful business. By serving them well, we also succeed.
  • Personal support: Our advisor clients are entitled to the tailored personal support of a firm whose philosophy and style of doing business are compatible with their own.
  • Flexibility and collaboration: Our advisor clients are entitled to an enterprise scale platform flexible enough to let them execute their business vision.
  • Full disclosure: Our advisor clients will completely understand the costs and benefits of doing business with OMNI.
  • Integrity: We believe in doing well by doing right.

The OMNI Story

Financial advisors always face difficulties when they want to open and run their businesses independently. They have to manage everything on their own which is always a frustrating experience. To alleviate their pain, Felipe Luna, the founder of OMNI and his team had developed a better way for advisors to utilize technology and better serve their clients. After conducting a comprehensive problem analysis, Felipe and Elizabeth Luna started brainstorming solutions that led to the early versions of OMNI in 2006. Since then, the OMNI team has developed and tested several prototypes to shape the final solution for financial advisors. In the process, we’ve tried our best to stay true to our core beliefs and to deliver an exceptional experience for our community and subscribers. We are indebted to our community for joining us on this awesome journey, and we hope that you’ll continue to be a part of our story.

  • 2006
    Our beginning, CONCERT is founded in San Jose, CA, by Felipe and Elizabeth Luna. Greatness ensues
  • 2007
    CONCERT releases two powerful services: Advisor Services and OMNISCIENT CRM and gets its very first subscriber.
  • December 2012
    CONCERT expands to India and launches a powerful service “Enterprise Solutions”
  • January 2013
    The good times keep rolling: CONCERT becomes a 200 employee’s family. Our family continues to grow.
  • June 2013
    We move into a fancy new office in San Jose.
  • June 2014
    The first release of Encompass Program
  • December 2015
    After amazing growth, OMNISCIENT CRM reaches up to 10,000 subscribers.
  • July 2016
    Aria is born.
  • November 2016
    CONCERT is now OMNI, expanding our efforts to support financial advisors in redefining independence.
  • December 2016
    OMNI celebrates 10 years! (pop, bubbles, and cheers) 


Maithili Shah

Director OMNI Enterprise Solutions

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"Helping Customers succeed by empowering them to focus on their clients - Independence Redefined" - Felipe Luna, CEO