Who we are

A Trusted Partner Committed to Your Financial Success

$28.90M
Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
values

We Operate with Unwavering Integrity, Innovation, and Excellence

About Conceptik Consulting
Conceptik Consulting is a premium business advisory firm helping organizations unlock growth through ERP & Digital Solutions, SOPs & Internal Controls, Business Performance Analytics, and Financial Turnaround.

Our USP lies in fusing Chartered Accountant expertise with digital transformation—delivering strategies that are not only financially sound but also technology-driven, ensuring clarity, control, and measurable results.

Trusted Partner

Unwavering commitment to integrity, transparency, and your long-term success.

Holistic Solutions

Seamlessly integrating finance, processes, and digital innovation for sustainable growth.

Tailored Strategies

Every solution is personalized and results-driven, designed around your unique business needs.

Proven Impact

Backed by deep expertise and decades of experience, we deliver measurable results.

our history

Here's How We Got Started

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 CONCEPTIK?

We Deliver Results. Not Just Advice.

With over 15 years of hands-on experience, 100+ successful projects, and a team of CA, PMP®, CFE®, and data analytics experts, we go beyond theory. We simplify, systemize, and scale what matters—whether it’s ERP, SOPs, KPIs, or financial turnaround. Our consultants don’t just advise—they roll up their sleeves and solve problems, backed by a proven track record across industries.

“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