Concurrent Revenue
Financial Services • 
Tampa, Florida, United States • 51-100 Employees
Concurrent revenue & valuation
| Annual revenue | $7,015,510 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $22,500,000 |
| Total funding | No funding |
Key Contacts at Concurrent
Paul D. Phan
Director Of Institutional Sales
David Montgomery
Managing Director Of Retirement Plan Services
Brett Murray
Vp Of Sales, Investments
Steve Bielke
Managing Director Of Business Development
Jeremy Massullo
Managing Director, Operations
Joseph Mooney
Managing Director, Head Of Business Development
Romain Dawkins
Human Capital Associate Director
Joe Mcquaid
Managing Director
Anthony David
Managing Director / Private Wealth
Tim Bailey
Regional Director, Business Development
Company overview
| Headquarters | 100 S Ashley Dr, Tampa, Florida 33602, US |
| Phone number | +1336025304 |
| Websites | |
| NAICS | 52 |
| Keywords | Asset Management, Retirement Planning, Investment Management, Financial Planning, Credit, 401(K) Plan Rollovers, Corporate Retirement Plan Consulting, Lending And Cash Management, Nonprofit Retirement Plan Consulting |
| Founded | 2017 |
| Employees | 51-100 |
| Socials |
Concurrent Email Formats
Concurrent uses 5 email formats. The most common is {first name}.{last name} (e.g., john.doe@poweredbyconcurrent.com), used 33.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@poweredbyconcurrent.com | 33.3% |
{first initial}.{last name} | j.doe@poweredbyconcurrent.com | 31.9% |
{first name} | john@poweredbyconcurrent.com | 30.4% |
{first initial}{last name} | jdoe@poweredbyconcurrent.com | 1.4% |
{first name}{last name} | johndoe@poweredbyconcurrent.com | 1.4% |
About Concurrent
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Concurrent has 39 employees across 9 departments.
Departments
Number of employees
Funding Data
Concurrent has never raised funding before.
Concurrent Tech Stack
Discover the technologies and tools that power Concurrent's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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