Concord Advice, LLC

Concord Advice, LLC

Financial Services East Hanover, New Jersey, United States 16 employees
Employees
16
Contacts
4
Emails
4
Phones
1

Concord Advice, LLC Overview

Headquarters
East Hanover, New Jersey, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
16
Founded
2011
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Concord Advice, LLC

Concord Advice is a boutique FinTech advisory firm focused on helping our clients meet the personal finance needs of consumers. We provide the products, services and expertise that impact all aspects of a financial services operation, including underwriting, data analysis, technology, marketing, compliance management, and customer service delivery. We are nimble, entrepreneurial, collaborative and driven to help our clients serve their customers in new and innovative ways.

Concord Advice, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

Concord Advice, LLC Org Chart

Sample employees and titles
Name Title Contact
Jianan Liu Data Analyst Intern at Concord Advice
Email
Eric Meisner Fractional Finance Practice Leader at Sax Llp
Email Phone
Wen Shi Machine Learning & Underwriting Specialist - Alternative Financial Service & Subprime Market Acquisition Strategist - Client Facing Strategy
Email
Gerry Bongon Data Analyst at Concord Advice
Email

Employees by Management Level

Individual contributor 6 profiles
Manager 1 profile
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
IT 2 2 0
Operations 1 1 1
General 1 1 0

Concord Advice, LLC Tech Stack

Data / AI 5 profiles

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