Concorde Wealth Management

Financial Services • Cité, Geneva, Switzerland • 1-10 Employees

Company overview

Headquarters	3rd floor Rue Ferdinand-Hodler 17, Geneva, Geneve 1207, CH
Phone number	+41227079920
Website	concordewm.ch
NAICS	52
Keywords	Banking, Trusts, Estates, Family Office, Trustadministration, Assetprotection, Non-Doms
Employees	1-10

Key Contact at Concorde Wealth Management

Jacques W. Leuba

Director

About Concorde Wealth Management

Concorde Wealth Management SA: Your Trusted Partner in Swiss Wealth Structuring With over a century of family experience in wealth management, Concorde Wealth Management SA stands as a beacon of trust and expertise in the Swiss financial landscape. Since 1924, we have been dedicated to serving entrepreneurial families, providing bespoke wealth structuring solutions that span generations. Our Services: • Trust and Fiduciary Services • Corporate Services • Family Office Services • Succession Planning • Asset Protection • Philanthropy Advisory At Concorde, we understand that each family's wealth journey is unique. Our team of seasoned professionals combines deep industry knowledge with a personalized approach to craft tailored solutions that align with your family's values, goals, and legacy aspirations. Why Choose Concorde: Swiss Excellence: Leverage the stability and privacy of the Swiss financial system with our Geneva-based expertise. Family-Centric Approach: As a family-owned business ourselves, we understand the intricacies of managing and preserving family wealth across generations. Global Perspective: While rooted in Swiss tradition, our services cater to the global needs of modern entrepreneurial families. Comprehensive Solutions: From trust administration to corporate structuring, we offer a full spectrum of services under one roof. Long-Term Partnership: We build lasting relationships, serving as your trusted advisor through life's transitions and economic cycles. Discretion and Integrity: Your privacy and confidentiality are paramount in all our dealings. Innovation Meets Tradition: We blend time-honored Swiss financial practices with cutting-edge wealth management strategies.

Concorde Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Concorde Wealth Management has never raised funding before.

Concorde Wealth Management Tech Stack

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

MediaElement.js

Video players

Marionette.js

JavaScript frameworks

mOxie

JavaScript libraries

Underscore.js

JavaScript libraries

Site Kit

Analytics

Tailwind CSS

UI frameworks

Goober

JavaScript libraries

jQuery UI

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

Chart.js

JavaScript graphics

Cloudflare

CDN

Frequently asked questions

Concorde Wealth Management is located in Cité, Geneva, CH.

You can reach Concorde Wealth Management at +41227079920.

Concorde Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Concorde Wealth Management

Jacques W. Leuba

Director

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