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.

Concurrent

Concurrent provides a platform for independent financial advisors, offering compliance, operational support, investment due diligence, and technology solutions to help advisors serve their clients effectively. The company focuses on wealth management and client-focused solutions.

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Concurrent