Lessons Learned from 60-Day Tech-Stack Buildout: Nate Lenz

Concurrent CEO and Co-Founder, Nate Lenz, shared valuable insights at the WealthManagement Edge conference, offering practical guidance for firms reassessing their tech stacks. From leveraging existing FinTech tools to prioritizing data cleanliness and integration, Nate’s advice is essential for any wealth management firm looking to enhance their operations. Watch the full video here for more.

Share

More Posts

Concurrent Asset Management stakes Catherine Avery boutique

August 19, 2025 Concurrent Asset Management (CAM) has taken a minority stake in boutique value asset manager Catherine Avery Investment Management (CAIM). Concurrent Asset Management

Concurrent Asset Management Forms Strategic Partnership with Catherine Avery Investment Management

August 19, 2025 – 9:00 AM EDT Partnership brings award-winning investment expertise to CAM’s platform while expanding CAIM’s access to infrastructure, technology, and distribution support.

SMArtX Brings Semi-Liquid Alts Into Practice Within Model Portfolios

NEWS PROVIDED BY SMArtX Advisory Solutions Proprietary Technology Powers Direct UMA Access to Semi-Liquid Alternatives via Interval and Tender Offer Funds Across Rep-Directed Sleeves, Proprietary

Sectors Up Close: AI ‘could improve drugmaker revenues by 12%’ featuring Leah Bennett

August 4, 2025 https://www.reuters.com/video/watch/idRW481904082025RP1/ The healthcare sector has trailed behind other stocks this year, as drugmakers like Ozempic maker Novo Nordisk and Eli Lilly have