Concentric Innovation

Financial Services • • 21-50 Employees

Company overview

Headquarters	XX
Website	concentricinnovation.com
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

Entry

Director

C-Suite

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

Concentric Innovation is located in XX.

Concentric Innovation was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Concentric Innovation has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

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