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Concurrent

Concurrent is an independent registered investment adviser platform supporting advisors who build and grow wealth management businesses.

Financial Services
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Headquarters
Tampa, Florida, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
51 to 200Source: RevenueBaseRetrieved October 13, 2026
Founded
2017Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
9 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Concurrent do?

Concurrent is headquartered in Tampa, Florida, and partners with independent-minded financial professionals. Its model includes flexible arrangements such as minority investments and platform support.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Practice management resources

Concurrent provides practice management resources as part of its support for financial professionals.

Source: LinkedIn company description · Retrieved October 13, 2026

Investment platform access

Concurrent provides partners access to an investment platform.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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Embeddable award for your website

BADGE PREVIEWConcurrent listed #1 on Advisor-led investment platforms, September 26, 2026Open the published source list.
Concurrent

#1 Advisor-led investment platforms

Snapshot: September 26, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 18, 2026, September 19, 2026, September 20, 2026, September 26, 2026, September 27, 2026 and September 30, 2026. How the company lists are built.

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