Concord Wealth Management Competitors, Revenue, Alternatives and Pricing

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Overview

Location:
Boston, MA USA
Total Funding:N/A
Industry:Finance
Founded:2013
Lead Investor(s):N/A

Industry Ranking

Estimated Revenue & Financials

  • Concord Wealth Management's estimated annual revenue is currently $21.6M per year.
  • Concord Wealth Management's estimated revenue per employee is $210,000

Employee Data

  • Concord Wealth Management has 103 Employees.
  • Concord Wealth Management grew their employee count by 26% last year.
  • Concord Wealth Management currently has 1 job openings.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingPricing
The Colony Grou...
$43.3M20611%N/AN/A
Smartleaf
$8.4M40N/AN/AN/A
IC Federal Cred...
$20M95N/AN/AN/A
Winslow, Evans ...
$16.6M7910%N/AN/A
Computershare
$1354.9M6452N/AN/AN/A
TwinFocus
$10.3M4923%N/AN/A
eMagine
$9.2M44N/AN/AN/A
Fidelity Cooper...
$29.6M1416%N/AN/A
Boston Private
N/A977N/AN/AN/A
Intex Solutions
$74.8M356N/AN/AN/A
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Concord Wealth Management offers clients a boutique-firm feel with big-firm service and support. We believe there's no single more important factor in life than the value of strong, personal relationships. That's why we're focused on delivering personal care and attention to each and every client. We serve individuals, families and small businesses throughout the New England area guiding our clients to financial solutions for all of life's stages. *Registered Representative of, and Securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK) Registered Investment Advisor Member FINRA & SIPC. Concord Wealth Management is not affiliated nor a subsidiary of Hornor, Townsend & Kent, Inc. Our representatives carry Life Insurance licenses and Securities licenses throughout the New England area. HTK is a wholly owned subsidiary of Penn Mutual. For additional licensing information, please contact us at (610) 771-0800. Not an offer or solicitation in any state where representatives are not licensed. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn't be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at inquiry@cwmofnewengland.com. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Adviser, Member FINRA (www.finra.org)/SIPC (www.sipc.org). 230 Third Avenue, 6th Floor, Waltham, MA 02451. Concord Wealth Management and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Our representatives are insurance and securities licensed in the following states: Massachusetts, New Hampshire, Rhode Island, Connecticut, Maine, New York, Colorado, Indiana, Georgia, Texas, Pennsylvania, New Jersey, Florida, Washington D.C., North Carolina, South Carolina, Maryland, California Nebraska, and Virginia. This is not an offer or solicitation in any state.

keywords:N/A

103

Number of Employees

$21.6M

Revenue (est)

1

Current Jobs

26%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

Executive Contacts

NameTitleEmail
Deborah HalpernDirector, Licensing & On - Boarding & Director, Campus RecruitmentEmail Available
Andrew KirwinVice PresidentEmail Available
Andrew LevensonVice President
Tim EhlersPace Setter Manager
Cara DrewVice President/ Sr. Financial Advisor
Paul GarrityDirector of Talent AcquisitionEmail Available
Christopher DyerCo-Owner at Alves Cleaners
Christopher WoodVice PresidentEmail Available
Vincent TraiettiSenior Case Design Manager
Matt LoganVice President of Concord Wealth Management |”ALL IN”|Business & Financial Coach| Expanding (see summary below)Email Available

Concord Wealth Management News

09/03/2019 - Bluespring Wealth Partners acquires Hickory Asset ...

Bluespring Wealth Partners, a subsidiary of Texas-based ... has acquired Hickory Asset Management in Concord Township, a small RIA with ...

09/08/2019 - Bluespring Wealth Makes Ohio RIA Its First Acquisition

Based in Concord, Ohio, Hickory Asset Management is an independent RIA offering comprehensive financial planning and portfolio ...

09/03/2019 - NH Mutual Bancorp honors employees at banquet | Local

CONCORD — Meredith Village Savings Bank, Merrimack County Savings Bank, Savings Bank of Walpole, and MillRiver Wealth Management ...