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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Concurrent Named One of America’s Top Financial Advisory Firms 2026 by Newsweek

What’s Next for Private Credit? Alts Gatekeepers Talk Real Estate Debt and Asset-Backed Credit

Concurrent’s Nate Lenz on Soaring RIA Valuations and the Benefits of Selling a Minority Stake

For RIAs, minority M&A deals bring liquidity, autonomy — to a point