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.

Concurrent Honored as RIA Firm of the Year Excellence Awardee by InvestmentNews
As we kick off Q3, we’re proud to share that InvestmentNews has named Concurrent Investment Advisors an Excellence Awardee in the RIA Firm of the