Company

Concentric Innovation

Financial Services 19 employees

Employees: 19
Contacts: 4
Emails: 4
Phones: 3

www.concentricinnovation.com LinkedIn

Concentric Innovation Overview

Website: www.concentricinnovation.com
Industry: Financial Services
Employees: 19
Founded: 2001
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

After-Tax Indexing Factor Tilt Purpose Driven Investing Active Manager Replication Fixed Income

About Concentric Innovation

Concentric Innovation is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes. Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences.

Concentric Innovation Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Concentric Innovation Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jia Xu	Portfolio Manager	Walnut Creek, California, United States	Email Phone
Elena Gorskaya, Cfa	Director at Concentric Innovation	San Francisco Bay Area, United States	Email
Jon Malloy	Associate Director at Concentric	Philadelphia, Pennsylvania, United States	Email Phone
Susan Yuann	Product & Service Delivery - Operation	San Francisco Bay Area, United States	Email Phone