Concord Wealth Partners Revenue

Financial Services • Abingdon, Virginia, United States • 11-20 Employees

Concord Wealth Partners revenue & valuation

Annual revenue	$1,711,100
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,500,000
Total funding	No funding

Key Contact at Concord Wealth Partners

Sheila Lopez

Director Of Marketing

Company overview

Headquarters	955 W. Main Street, Abingdon, Virginia 24210, US
Phone number	+16514011670
Website	concordwealthpartners.com
NAICS	52
SIC	874
Keywords	Estate Planning, Retirement Planning, Wealth Management
Founded	2002
Employees	11-20
Socials

Concord Wealth Partners Email Formats

Concord Wealth Partners uses 2 email formats. The most common is {first initial} (e.g., j@concordwealthpartners.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@concordwealthpartners.com	66.7%
{first name}	john@concordwealthpartners.com	33.3%

About Concord Wealth Partners

We help high-net-worth families and business owners set tangible goals and then put strategies in place that assist them in achieving those goals through thoughtful planning and open communication. *The information we share is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Third-party posts found on this profile do not reflect the views of Concord Wealth Partners. Investment advisory services are offered through Concord Wealth Partners, an SEC Registered Investment Advisor. For full disclosures, visit: https://concordwealthpartners.com/

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Concord Wealth Partners has 10 employees across 3 departments.

Departments

Number of employees

Funding Data

Concord Wealth Partners has never raised funding before.

Concord Wealth Partners Tech Stack

Discover the technologies and tools that power Concord Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Amazon SES

Slick

JavaScript libraries

Axios

JavaScript libraries

jQuery UI

JavaScript libraries

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

Frequently asked questions

Concord Wealth Partners is located in Abingdon, Virginia, US.

You can reach Concord Wealth Partners at +16514011670.

Concord Wealth Partners generates an estimated annual revenue of $1,711,100. This revenue figure reflects the company's market position and business performance in its industry.

Concord Wealth Partners has an estimated valuation of $5,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Concord Wealth Partners was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Concord Wealth Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Concord Wealth Partners

Sheila Lopez

Director Of Marketing

4.8

40,000 users