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Concurrent

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.

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Financial Services 98 Employees Found Tampa, United States Founded 2017 10 Similar Companies
98 Employees Found
86% Email Coverage
2 Office HQ
10 Similar Companies
Jun '26 Last Verified

Frequently asked questions about Concurrent

What is Concurrent email format?

The widely used Concurrent email format is {first_initial}{last} (e.g. jsmith@poweredbyconcurrent.com) with 75.00% adoption across the company.

What is Concurrent customer service number?

To contact Concurrent customer service number in your country click here to find.

Who is the CEO of Concurrent?

Nate Lenz is the CEO of Concurrent.

Who are the decision makers in Concurrent?

The decision makers in Concurrent are Eddy Augsten, David Montgomery, Nate Lenz, etc. Click to Find Concurrent decision makers emails.