Concord Wealth Partners Revenue and Competitors
Estimated Revenue & Valuation
- Concord Wealth Partners's estimated annual revenue is currently $2.9M per year.
- Concord Wealth Partners's estimated revenue per employee is $147,000
Employee Data
- Concord Wealth Partners has 20 Employees.
- Concord Wealth Partners grew their employee count by 5% last year.
Concord Wealth Partners's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Sales Officer (CSO) | Reveal Email/Phone |
2 | Director Marketing | Reveal Email/Phone |
3 | Partner, Wealth Advisor, Chief Compliance Officer | Reveal Email/Phone |
4 | Wealth Advisor | Reveal Email/Phone |
5 | CERTIFIED FINANCIAL PLANNER™ | Reveal Email/Phone |
6 | Wealth Advisor | Reveal Email/Phone |
7 | Wealth Advisor | Reveal Email/Phone |
8 | Associate Financial Advisor | Reveal Email/Phone |
Concord Wealth Partners Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $12.1M | 64 | 33% | N/A | N/A |
#2 | $8.4M | 50 | 2% | N/A | N/A |
#3 | $174.6M | 665 | 4% | N/A | N/A |
#4 | $5.4M | 32 | 0% | N/A | N/A |
#5 | $6.7M | 40 | 0% | N/A | N/A |
#6 | $25.4M | 121 | 6% | N/A | N/A |
#7 | $3.8M | 26 | 0% | N/A | N/A |
#8 | $22.3M | 106 | 0% | N/A | N/A |
#9 | $2.1M | 17 | -35% | N/A | N/A |
#10 | $7.9M | 47 | 18% | N/A | N/A |
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.
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Total Funding
20
Number of Employees
$2.9M
Revenue (est)
5%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Concord Wealth Partners News
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...
Concord Wealth Partners grew its position in shares of Iridium Communications by 392.2% in the fourth quarter. Concord Wealth Partners now...
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...
Other Companies in Rockville
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $2M | 20 | 5% | N/A |
#2 | $2M | 20 | 0% | N/A |
#3 | N/A | 20 | -31% | N/A |
#4 | N/A | 20 | -20% | N/A |
#5 | $4.6M | 20 | -35% | N/A |