Concurrent Investment Advisors
Overview
Financial advisory firm offering comprehensive investment solutions. The firm provides guidance and advice to help clients meet their goals and investment objectives. As an affiliate of Concurrent, a Registered Investment Advisor (RIA) registered with the SEC, they have a fiduciary duty to always act in the best interests of their clients. Being part of the Concurrent network allows them to run their practice independently while accessing a robust set of resources and a team of specialists. This partnership provides operational support, investment due diligence, technology, and access to leading custodians, a broker-dealer, and banking and trust services, enabling them to serve a more expansive spectrum of clients' financial needs. Through this collaboration, they are positioned to offer a more complete range of tools and services, enhancing their ability to deliver exceptional outcomes for their clients.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Concurrent Investment Advisors
What sectors does Concurrent Investment Advisors invest in?
Concurrent Investment Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Concurrent Investment Advisors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Concurrent Investment Advisors invest at?
Concurrent Investment Advisors backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Concurrent Investment Advisors invest in?
Concurrent Investment Advisors invests across United States.
What companies has Concurrent Investment Advisors invested in?
Concurrent Investment Advisors's portfolio includes Allegiant Wealth Partners, Danielson Tate Capital Partners, Spectrum Wealth Partners, Price Financial Management, Alden Capital Management, Post Oak and Oliver Capital Management.
Last updated · Source: ConnectSafely investor database
