Contact information Verified work emails, personal emails, and direct dials — unlocked in one click.
Work email
•••••@poweredbyconcurrent.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••
Free to start · No credit card required
Current company Concurrent
Financial Services · 104 employees · Founded 2017 · Tampa, Florida, United States
Concurrent Investment Advisors is a leading independent registered investment adviser platform providing the capital, consulting services and comprehensive support advisors need to build and grow thriving wealth management businesses. Headquartered in Tampa, Florida, Concurrent partners with independent-minded financial professionals, delivering a full suite of practice management resources, access to an investment platform, comprehensive retirement solutions and innovative, AI-driven technology designed to help advisor entrepreneurs scale efficiently while enhancing the client experience.
Independence, collaboration and client-first service define Concurrent’s model, enabling advisors to scale as entrepreneurs through flexible models, including minority investments and platform support. Concurrent is backed by Merchant Investment Management.
Learn more at www.poweredbyconcurrent.com
Concurrent Investment Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Comments by viewers or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted by the firm. However, if applicable, certain editing of personal identifiable information and misinformation may be deleted.
Our firm has provided content by third parties and/or linked sites within our posts. We believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated.