Concurrent

  • Financial Services
  • Tampa FL
  • 41 employees
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Company Overview

Headquarters
100 Ashley Drive S, Suite 830, Tampa FL
Website
poweredbyconcurrent.com
Employees
41
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is Concurrent

Here is a description of Concurrent: Concurrent is a registered investment advisor (RIA) headquartered in Tampa, Florida. As a company, they are structured as a partnership. Concurrent is one of the largest and fastest-growing RIAs in the United States, with over 41 employees. Concurrent provides a platform and resources for financial advisors to launch and grow their independent practices. They offer a range of services designed to support advisors in managing their businesses, including technology, compliance, and marketing support. Concurrent differentiates itself by emphasizing a hands-on, consultative approach. They aim to empower advisors with the independence, control, and flexibility they need to focus on providing personalized client care. Concurrent also fosters a community of like-minded advisors, providing a network of support and collaboration. For more information about Concurrent and its services, please visit www.poweredbyconcurrent.com.

Company Leadership

Nate Lenz

Co-Founder and CEO

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Scott Steele

Founding Partner, M&A

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Kevin McFarland

Founding Partner, Human Capital

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Scott Steele

Founding Partner

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Concurrent Industry Tags

Financial Services
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FAQ

What is the location of Concurrent's headquarters?
The headquarters of Concurrent are situated at 100 Ashley Drive S, Suite 830, Tampa FL
What is Concurrent's official website?
The official website of Concurrent can be found at poweredbyconcurrent.com.
What is Concurrent's current revenue?
As of April 2024, Concurrent's annual revenue reached $50B.
How many employees does Concurrent currently have?
Concurrent employs approximately 41+ people as of April 2024
Which industries is Concurrent primarily operating in?
Concurrent operates in the following industries: Credit, Finance
Who is the Co-Founder and CEO of Concurrent?
Concurrent's Co-Founder and CEO is Nate Lenz
What are Concurrent's industry tags?
Concurrent's industry tags include: Financial Services

Employee Directory

Key Employees

Kevin Graefe

Founding Partner and Head of Para Planner Services

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David Montgomery

Managing Director of Retirement Plan Services

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Jessica Otero

Head of Technology

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