Concord Wealth Partners Revenue and Competitors
Estimated Revenue & Valuation
- Concord Wealth Partners's estimated annual revenue is currently $3.8M per year.
- Concord Wealth Partners's estimated revenue per employee is $173,727
Employee Data
- Concord Wealth Partners has 22 Employees.
- Concord Wealth Partners grew their employee count by 10% 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 | Financial Advisor | Reveal Email/Phone |
5 | CERTIFIED FINANCIAL PLANNER™ | Reveal Email/Phone |
6 | Paraplanner | Reveal Email/Phone |
7 | Paraplanner | Reveal Email/Phone |
8 | Wealth Advisor | Reveal Email/Phone |
9 | CERTIFIED FINANCIAL PLANNER™ | Reveal Email/Phone |
10 | Wealth Advisor | Reveal Email/Phone |
Concord Wealth Partners Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $19.3M | 92 | 26% | N/A | N/A |
#2 | $8.4M | 50 | 0% | N/A | N/A |
#3 | $206.4M | 702 | 6% | N/A | N/A |
#4 | $59.8M | 259 | -17% | $197M | N/A |
#5 | $5.7M | 34 | 6% | N/A | N/A |
#6 | $6.7M | 40 | 0% | N/A | N/A |
#7 | $33.5M | 145 | 6% | N/A | N/A |
#8 | $3.7M | 25 | -4% | N/A | N/A |
#9 | $22.5M | 107 | 1% | N/A | N/A |
#10 | $2.4M | 19 | 12% | 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
22
Number of Employees
$3.8M
Revenue (est)
10%
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 | $2.2M | 22 | 10% | N/A |
#2 | $3.2M | 23 | 15% | N/A |
#3 | $2.3M | 23 | -34% | N/A |
#4 | $3.5M | 23 | -23% | N/A |
#5 | $4.7M | 23 | 0% | N/A |