Concurrent
Finance · 11-50 Employees
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Overview
Phone Number
(800) 691-6460Website
www.joinconcurrent.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Concurrent
Concurrent is a wealth management platform that empowers independent advisors to enhance their clients' financial futures through bespoke solutions, curated resources, and advanced technology. The company serves a diverse clientele, including investors, plan sponsors, and financial advisors, providing them with a range of services such as financial planning, asset management, and alternative investments. With a focus on collaboration and independence, Concurrent allows advisors to operate as independent business owners while benefiting from a comprehensive support system. The platform ensures the safety of client assets by partnering with leading financial institutions for custody and operational support.Explore more
Concurrent Org Chart
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Concurrent is experiencing very low activity levels compared to other companies in the Finance sector.
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Concurrent Tech Stack
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Concurrent is a wealth management platform that empowers independent advisors to enhance their clients' financial futures through bespoke solutions, curated resources, and advanced technology. The company serves a diverse clientele, including investors, plan sponsors, and financial advisors, providing them with a range of services such as financial... Read More
