Reinventing independence

A Breed of Our Own

At Concurrent, we are redefining what it means to be independent. Our unique model is designed to support entrepreneurial advisors who seek true autonomy and the strength of a collaborative network and community of like-minded peers. Here’s how we stand out:

 

True Independence

We believe in the power of independence. Partnering with us allows you to operate without the constraints of larger firms, fostering trust and long-term relationships by making unbiased decisions in the best interests of your clients.

A Leading Platform 

We provide cutting-edge technology and a full suite of products and services to manage your business.  Our platform streamlines operations, enhances client interactions, and provides insights you need to stay ahead in the ever-evolving financial landscape.

Support and Community

At Concurrent, you’re never alone. Our dedicated 50-person home office team is always available to support your firm’s needs. Additionally, we foster a collaborative community of like-minded advisors who share best practices and support each other’s growth.

Partnership Model 

You can opt into our partnership model, which provides cash and equity in exchange for a minority stake in your independent practice. This approach fosters alignment and ensures mutual success.

Choosing Concurrent means aligning with a partner committed to your long-term success. Our focus on independence, comprehensive resources, unwavering support, and a strategic partnership model ensures you have everything you need to thrive.

By the numbers

Total advisors
0
Offices
0
Retail AUM
$ 0 B
Institutional AUA
$ 0 B
Revenue
$ 0 M
Concurrent home office employees
0

Don’t just take it from us – hear what our advisors have to say.

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Best-in-class technology

Our technology offerings allow you to provide a higher level of service to clients. We know the available technological tools are always changing, and you have many options. That’s why we’ve curated industry-leading partners and products, allowing you to expand your reach and what you can provide for your clients.

The Concurrent difference

At Concurrent, we are committed to being an advocate for meaningful impact. Our Core Values are not just words on a page, but the guiding principles that shape every decision we make and every action we take.

Our dedication to these values allows us to deliver the highest quality products and services to our advisors and support staff while fostering a positive and inclusive environment for our employees.

Agility

We believe in the power of flexibility, open-mindedness, and adaptability to achieve greatness. Together, these qualities form the foundation for success in a world that is constantly evolving.

Collaboration

We harness the unique strengths and perspectives of each individual to drive towards a common goal. Together, we rise higher, innovate faster, and create a lasting impact that extends far beyond what any one person could achieve alone.

Resilience

We infuse every endeavor with unwavering determination and perseverance. Challenges are met with grit, obstacles are seen as opportunities for growth, and setbacks only fuel our resolve.

Competency

We foster competency by cultivating mutual trust with our advisors. We empower our advisors to reach their full potential and motivate them to excel.

Accountability

We get the job done and do what we say we will do. We take ownership of our responsibilities, learn from our mistakes, and continuously strive to improve.

Ready to learn more? ​

Complete the form below, and a member of our team will confidentially reach out to you.