


Concentric Innovation
Financial Services • • 21-50 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Keywords | Fixed Income, Active Manager Replication, After-Tax Indexing, Factor Tilt, Purpose Driven Investing |
| Founded | 2001 |
| Employees | 21-50 |
Key Contacts at Concentric Innovation
Adrian Colmenares
Director - Head Of Client Relations
Fred Bacani
Managing Director
Elena Gorskaya
Director
Susan Yuann
Director Of Operations
Jia Jennifer
Director
Karyn Harris
Associate Director Of Operations
Jon Malloy
Associate Director
Alona Schwarz
Director, Compliance
Concentric Innovation Email Formats
Concentric Innovation uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@concentricinnovation.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@concentricinnovation.com | 100% |
About Concentric Innovation
Concentric Innovation is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes. Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences.
Concentric Innovation revenue & valuation
| Annual revenue | $1,882,210 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Concentric Innovation has 6 employees across 5 departments.
Departments
Number of employees
Funding Data
Concentric Innovation has never raised funding before.
Frequently asked questions
4.8
40,000 users



