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ABOUT US
XOMO helps advisers and accountants simplify the way they deliver wealth management. Our platform makes it faster to onboard clients, easier to manage SMSFs, and more efficient to run advice practices.
We offer flexible service models — from self-directed tools to fully managed solutions — all with built-in compliance and capped pricing. With XOMO, you can save time, reduce costs, and focus on growing stronger client relationships.
OUR PEOPLE
The Minds Behind Luminu
Elena Ramirez
Chief Executive Officer (CEO)
Amit Patel
Chief Financial Officer (CFO)
Li Wei
Chief Technology Officer (CTO)
Daniel Rodriquez
Chief Executive Officer (CEO)
Fatima Hassan
Head of Customer Experience
Jonah Smith
Senior Product Manager
VISION
To redefine wealth management by making advice, onboarding, and compliance seamless, scalable, and accessible for every adviser and accountant.
MISSION
We empower practices with technology, acquisitions, and compliance-first solutions that deliver faster onboarding, smarter portfolios, and sustainable growth for their clients.
VALUES
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Every decision is guided by acting in the best interest of clients.
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Building long-term relationships based on empathy, respect, and reliability.
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Acting with honesty, transparency, and accountability in everything we do.
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Embedding governance and regulatory standards into our platform and services.
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Supporting advisers and clients with solutions that create lasting value.