1346 The Alameda, STE 7-388, San Jose, Ca 95126

About Us

About Omniscient

Financial services organizations and advisors (registered representatives and investment advisors) are faced with making quick decisions that are reliable, factual, and bring comfort to clients. To accomplish this, numerous business applications are available. However, these solutions are costly, challenging to learn, not integrated, and duplication of data is prevalent. Independent financial firms and advisors cannot survive, compete and grow without the right technology. Omniscient has focused on these challenges and addressed them with a consolidated, easy-to-use, and industry-targeted offering.

Omniscient is built to integrate a financial firm’s business and client data into a single database offering our users a solution that will automate 80% of their business activities. Artificial intelligence leverages this proprietary database architecture to provide unique business and customer insight and analytics not available from any competitor. By integrating the function and data of critical business tool with the power of portfolio reporting, sales flow, marketing tools, document management and customer relationship management, using a SaaS delivery approach, we are positioned to deliver a best in class solution to the financial services industry serving a large and rapidly growing market.

Felipe Luna, Founder CEO

Felipe Luna
Founder and CEO

  • Founder and CEO of CONCERT Global Group an RIA back office platform and aggregator, San Jose, California
  • Corporate Vice President, UBS Corporate Services and institutional sales, San Jose and San Francisco, California
  • Vice President, Smith Barney Corporate Services and institutional sales Palo Alto, California
  • Financial Advisor, Merrill Lynch San Jose, California
  • LT, United States Navy
  • Education: BS United States Naval Academy, Annapolis, Maryland

Dr. Vladimir Karpenkov
Chief Technologist

  • Rocket Scientist, former Soviet space program
  • Education: PhD Data Protection in Systems with High Speed Flows of Information Exchange
  • MS, General Programming and Database Management Systems
  • MS, Physics-Theorist, specializing in Physics of Electro Magnetic Occurrences and Optics of Semiconductors, Ural State University
Dan Nguyen

Dan Nguyen
Chief Financial Officer

  • Controller / CFO / VP of Business Development/ President, Concert Business Consulting
  • DD7 Investment Partners,
  • Kyliptix Solutions,
  • Sechrist Industries
  • Praxis Clinical Services
  • MAI Systems
  • Education: BS Economics from the University of California, Los Angeles, California


Omniscient – Rapidly Growing – All In One Database
Assets ($bil)
Daily Emails