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.

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

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The One-Time Sale Myth: Rethinking Succession Planning

Concurrent Closes Strategic Partnership With Two Texas Firms

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Concurrent Achieves 50% Growth in 2025, Increasing AUM from $10B to Over $15B