POWE
COM:POWEREDBYCONCURRENT
Concurrent
- Privately Held
locale
United Statesmarket
PRIVATEindustry
Wealth Managementwebsite
poweredbyconcurrent.com/
Concurrent provides a platform for financial advisors, offering compliance, operational support, investment due diligence, technology, and access to custodians and broker-dealer services. It aims to empower advisors to better serve their clients' financial futures.