Concurrent

Finance · Florida, United States · 51-200 Employees

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Overview

Headquarters

100 S Ashley Dr Ste 830, Tampa, Florida,...

Phone Number

(813) 575-2652

Revenue

$55.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Concurrent

Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. The company provides the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. The company is currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.Explore more
Concurrent's Social MediaPopular SearchesConcurrentSIC Code 62,628NAICS Code 52,523Show more

Concurrent Org Chart

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Bo Ellison, Chief Financial Officer at Concurrent
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Chief Financial Officer

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Eduardo Augsten, President, Investments at Concurrent
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President, Investments

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KN
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Vice President, Investments

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JL
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Vice President, Investment Analytics

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BM
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Vice President, Sales, Investments

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MU
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Head Vice President, Centralized Wealth Advis...

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Concurrent

$55.2M
51-200
Private
-
2017
Bo Ellison, Chief Financial Officer at Concurrent
Bo EllisonChief Financial Officer
$19M
51-200
Private
<$5M
2003
Douglas Nelson, Chief Financial Officer at RFG Advisory
Douglas NelsonChief Financial Officer
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11-50
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2016
Erkko Etula, Chief Executive Officer & Co-Founder at Brooklyn Investment Group
Erkko EtulaCEO & Co-Founder
$7M
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Private
-
1968
MF
Mickey FoutsChairman CEO
$5.2M
51-200
Private
-
2008
JA
Jill AguadoManaging Director, Chief of Staff
<$5M
51-200
Private
-
-
Kelli Mehrens, Chief Operating Officer at Avior Wealth Management
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JS
John ShartrandChief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Concurrent is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Concurrent is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Concurrent.

Concurrent Tech Stack

A closer look at the technologies used by Concurrent

Most Recent Scoops

Hiring Plans
Concurrent has more open roles in Legal than it has had at any time in the past 12 months. Technologies mentioned include: Remote.
Hiring Plans
Hiring Plans
Concurrent has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Concurrent has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Open Position
Hiring Plans
Hiring Plans
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Concurrent News & Media

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Top Finance Companies

Frequently Asked Questions Regarding Concurrent

What is Concurrent's official website?
Concurrent's official website is www.poweredbyconcurrent.com
What is Concurrent's Revenue?
Concurrent's revenue is $55.2 Million
What is Concurrent's SIC code?
Concurrent's SIC: 62,628
What is Concurrent's NAICS code?
Concurrent's NAICS: 52,523
How many employees does Concurrent have?
Concurrent has 51-200 employees
What industry does Concurrent belong to?
Concurrent is in the industry of: Finance, Securities Trading
What is Concurrent competition?
Concurrent top competitors include: RFG Advisory, Equity Services, Avior Wealth Management, Evercore Wealth Management
What technology does Concurrent use?
Some of the popular technologies that Concurrent uses are: WordPress.org, reCAPTCHA, PHP, Business Wire
Who is the CFO of Concurrent?
Concurrent's CFO is Bo Ellison
How do I contact Concurrent?
Concurrent contact info: Phone number: (813) 575-2652 Website: www.poweredbyconcurrent.com
What does Concurrent do?

Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. The company provides the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of li... ke-minded advisors. The company is currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.Read More

What are Concurrent social media links?
Concurrent Linkedin page Concurrent Twitter page Concurrent Facebook page
Is Concurrent a public company?
Concurrent is private company therefore does not currently have an official ticker symbol
See more information about Concurrent

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