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Concord Wealth Partners Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Concord Wealth Partners's estimated annual revenue is currently $2.9M per year.(i)
  • Concord Wealth Partners's estimated revenue per employee is $163,333

Employee Data

  • Concord Wealth Partners has 18 Employees.(i)
  • Concord Wealth Partners grew their employee count by 6% last year.

Concord Wealth Partners's People

NameTitleEmail/Phone
1
Chief Sales Officer (CSO)Reveal Email/Phone
2
Director MarketingReveal Email/Phone
3
Partner, Wealth Advisor, Chief Compliance OfficerReveal Email/Phone
4
Financial AdvisorReveal Email/Phone
5
CERTIFIED FINANCIAL PLANNER™Reveal Email/Phone
6
ParaplannerReveal Email/Phone
7
ParaplannerReveal Email/Phone
8
Wealth AdvisorReveal Email/Phone
9
CERTIFIED FINANCIAL PLANNER™Reveal Email/Phone
10
Wealth AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$12.1M7726%N/AN/A
#2
$8.4M420%N/AN/A
#3
$174.6M5856%N/AN/A
#4
N/A216-17%N/AN/A
#5
$5.4M284%N/AN/A
#6
$6.7M330%N/AN/A
#7
$25.4M1216%N/AN/A
#8
$3.8M21-5%N/AN/A
#9
$22.3M891%N/AN/A
#10
$2.1M1614%N/AN/A
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What Is Concord Wealth Partners?

If you can't imagine driving to an unknown destination without a road map, then why drive towards your retirement without a comprehensive wealth plan? At Concord Wealth Management our team will guide you from where you are to where you want to be. Our Wealth Management System utilizes a comprehensive program that not only tracks your finances, it tracks your life. It allows you to digitally store your important papers and legal documents in a safe, secure electronic vault. Everything you need is just a mouse click away. Please view the brief video and get started on the pathway to the retirement you've always wanted.

keywords:N/A

N/A

Total Funding

18

Number of Employees

$2.9M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Concord Wealth Partners News

2022-04-20 - Iridium Communications Inc. (NASDAQ:IRDM) to Post Q2 ...

Concord Wealth Partners now owns 1,206 shares of the technology company's stock worth $50,000 after buying an additional 961 shares in the last...

2022-04-20 - Research Analysts Set Expectations for Iridium ...

Concord Wealth Partners grew its position in shares of Iridium Communications by 392.2% in the fourth quarter. Concord Wealth Partners now...

2022-04-20 - Weekly Research Analysts' Ratings Updates for Tenable (TENB)

Concord Wealth Partners now owns 795 shares of the company's stock valued at $44,000 after purchasing an additional 495 shares during the last...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15M1838%N/A
#2
N/A1813%N/A
#3
$1.6M186%N/A
#4
$3.5M18-25%N/A
#5
$1.7M180%N/A