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Concurrent

Financial Services

Specialities :
Corporate retirement plan consulting
Nonprofit retirement plan consulting
Investment management
Financial planning
401(k) plan rollovers

+4

Last Updated: November 20, 2025
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Revenue
$5.50M
Total Funding
--
Size
51 - 200
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Frequently Asked Questions About Concurrent

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. 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

What are Concurrent's specialties? +

Corporate retirement plan consulting,nonprofit retirement plan consulting,investment management,financial planning,401(k) plan rollovers,retirement planning,credit,lending and cash management,and asset management

What is Concurrent's industry? +

Concurrent operates in the Financial services industry.

What is Concurrent's revenue? +

Concurrent's revenue is $5.50m

What is Concurrent's company size? +

Concurrent has 51 - 200 employees.

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