POWE

COM:POWEREDBYCONCURRENT

Concurrent

  • Privately Held
  • name

    Concurrent
  • homepage url

    poweredbyconcurrent.com/
  • country

    USUnited States
  • sector

    Financial Services & Finance
  • industry

    Wealth Management

Description

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.

invested in

competitor of