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.

Concurrent

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.

industry_trends_dossier

news_impact_assignment_basic

key_people

company_dossier

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

network

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

events

strategic_challenges

network_mapping

industry_trends

transactions_dossier

strategic_challenges_dossier

network_onboarding

company_summary

regulatory_analysis

industry_analysis

swot_dossier

competition_analysis

financial_legal_advisories

merger_acquisitions

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swot_analysis

financial_analysis

news_advanced

purchaser_profile

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news_processing_advanced

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funding_rounds_analysis

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industry trends dossier	dataroom
company dossier	dataroom
network	dataroom
network mapping	dataroom
transactions dossier	dataroom
network onboarding	dataroom
news impact assignment basic	general
public peers	general	Oct 25, 2024 6:23 AM	2de14069
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
news advanced	general
news impact assignment advanced	general
signals	general	Oct 25, 2024 6:23 AM	e7165097
news processing advanced	general
crunchbase trigger	general	Oct 25, 2024 6:23 AM	b0a7e94b
crunchbase profile	general
peers	general	Oct 25, 2024 6:23 AM	58feea94
news basic	general	Oct 25, 2024 6:23 AM	7b2a9b6f
events	markdown
bundesanzeiger	filings
regulatory analysis	company_analysis
industry analysis	company_analysis
competition analysis	company_analysis
financial legal advisories	company_analysis
merger acquisitions	company_analysis
swot analysis	company_analysis
financial analysis	company_analysis	Sep 30, 2024 7:56 PM	15595451
funding rounds analysis	company_analysis	Oct 25, 2024 6:23 AM	6e0f1f78
company structure	company_analysis
logo	meta	Oct 25, 2024 6:23 AM	9739ee5a
purchaser profile	merger_acquisitions
private financials	financials
customer profile	customers

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Concurrent