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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 Founded 2017 10 Similar Companies
98 Employees Found
86% Email Coverage
2 Office HQ
10 Similar Companies
Jul '26 Last Verified

Concurrent Technology Stack

WP Rocket

WP Rocket is a powerful caching plugin for WordPress that speeds up website loading times by optimizing caching, file minification, and lazy loading, enhancing performance and user experience with minimal setup.

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Elementor Pro

Elementor Pro is a powerful WordPress page builder plugin that enables users to create stunning, responsive websites with a drag-and-drop interface, advanced widgets, and customizable templates for professional results without coding.

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Salesforce SPF

Salesforce SPF (Sender Policy Framework) is a security protocol that helps prevent email spoofing by specifying which mail servers are authorized to send emails on behalf of your Salesforce domain, enhancing email deliverability and trust.

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IAPD

IAPD (International Association of Product Development) is a global organization dedicated to advancing product development practices, fostering innovation, and connecting professionals to share knowledge and drive industry excellence.

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GoDaddy Premium DNS

GoDaddy Premium DNS offers enhanced domain management with advanced security, faster resolution, and reliable performance. It provides robust DNS features, improved uptime, and seamless integration to ensure your website stays secure and accessible.

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Black Diamond

Black Diamond is a versatile climbing and outdoor gear brand renowned for durable, innovative equipment like harnesses, carabiners, and headlamps, designed to enhance safety and performance for adventurers worldwide.

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Frequently asked questions about Concurrent

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.