Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide 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.
We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.
Company Details
- Employees
- 80
- Founded
- -
- Address
- 100 S Ashley Dr, Tampa,florida 33602,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://poweredbyconcurrent.com/
- Keywords
- Corporate retirement plan consulting, Nonprofit retirement plan consulting, Investment management, Financial Planning, 401(k) plan rollovers, Retirement Planning, Credit, lending and cash management, Asset management.
- HQ
- Tampa, Florida
Concurrent Questions
Concurrent's website is http://poweredbyconcurrent.com/
Concurrent's LinkedIn profile is https://www.linkedin.com/company/poweredbyconcurrent
Concurrent has
80 employees.
View email and phone details for 80
employees at Concurrent.
Concurrent's industry is
Financial Services
Concurrent's top competitors are
Merchant,
Raymond James,
Concurrent,
Quotient Wealth Partners,
Mercer Advisors,
Rfg Advisory,
Lenz Insights, Llc,
Wealth Partners Alliance,
Dynasty Financial Partners,
Wealth Enhancement.
Concurrent's categories are Financial Services
Concurrent's founding year is 2017
