Who we are

About Loomroo Tech Group

Our team

Choosing The Right
Financial Planning Team

Diverse Talents. Unified Mission.
A diverse team committed to your success.

Who We Are

Trusted Partners in Growth

Based in Austin, TX, with a presence across the globe, Loomroo Tech Group provides US-based management and international expertise. We specialize in BPO and IT consulting, helping businesses scale through integrity-driven solutions.

 

Our Mission
To build lasting partnerships by delivering solutions that are as reliable as they are innovative.

Our Vision
To lead the technology services industry with a foundation of quality, integrity, and global excellence.

Our Core Values

Customer-Centricity

We prioritize our clients’ needs, fostering long-term partnerships built on trust and exceptional service.

Innovation

We embrace cutting-edge technology and forward-thinking strategies to deliver the most effective solutions.

Integrity

We operate with unwavering honesty, transparency, and ethical standards in all our interactions.

 

Collaboration

We believe in the power of teamwork, both within our company and with our clients, to achieve shared success.

1950

The Begining

Our story begins in 1950, when John Doe founded our third-generation financial planning firm.

2004

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.

2014

Partnership

Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.

2024

Expansion

Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.

Why us

We Always Put Your Interests First

Driven by a relentless focus on “why,” we integrate our services to uncover, design, and deliver the most impactful outcomes for you. Instead of relying on predefined processes, we take a hands-on approach—collaborating closely with your teams to craft practical, end-to-end solutions tailored to your needs.

“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”

John Smith
John Smith

2024 Diversity, Equity, and Inclusion Report