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.
Company Details
- Employees
- 19
- Founded
- -
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Concentric Innovation Questions
Concentric Innovation's website is http://www.concentricinnovation.com
Concentric Innovation's LinkedIn profile is https://www.linkedin.com/company/concentric-innovation
Concentric Innovation has
19 employees.
View email and phone details for 19
employees at Concentric Innovation.
Concentric Innovation's industry is
Financial Services
Concentric Innovation's top competitors are
Advisor Partners,
Chapnick, Smukler & Chapnick,
J.p. Morgan Asset Management,
Gen Ii Fund Services,
Vanguard,
Charles Schwab,
Blackstone,
Pathstone,
Crown Trophy Pleasanton,
Advisorassist.
Concentric Innovation's categories are Financial Services
Concentric Innovation's founding year is 2001
