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

As Markets Near Record Highs, Leah Bennett Highlights Long-Term Drivers of Growth

By Brian Evans, Alex Harring Traders work on the floor at the New York Stock Exchange in New York City, U.S., June 5, 2025. (Brendan McDermid

Leah Bennett Talks Unchanged Rates, Tariffs, and What Could Move the Fed

Traders work on the floor at the New York Stock Exchange. Photographer: Michael Nagle/Bloomberg US stocks barely moved on Wednesday as Federal Reserve officials left

$12B and Growing: Nate Lenz Details Concurrent’s Plan to Back Smaller RIAs

By: Alex Ortolani Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has launched a minority stake division that has invested in

$500M in New Affiliations Drives Growth as Concurrent Debuts RIA Capital Partners Program

Initial Investments Include Post Oak and Oliver Capital Management TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a hybrid registered investment adviser supporting independent wealth managers

Advisory Services offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

These materials have been independently produced by Concurrent. Concurrent is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Concurrent provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company unaffiliated with Concurrent Investment Advisors LLC (“Concurrent”). Fidelity is a service provider to Concurrent. There is no form of legal partnership, agency affiliation, or similar relationship between Concurrent and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1077692.1.0