Concurrent Advisors Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Concurrent Advisors's estimated annual revenue is currently $6.7M per year.(i)
  • Concurrent Advisors's estimated revenue per employee is $168,000

Employee Data

  • Concurrent Advisors has 40 Employees.(i)
  • Concurrent Advisors grew their employee count by 54% last year.

Concurrent Advisors's People

NameTitleEmail/Phone
1
CFOReveal Email/Phone
2
Director Strategy, Concurrent Advisors | Financial Advisor, RJFSReveal Email/Phone
3
Advisor LiaisonReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M41-5%N/AN/A
#2
$42M1821%N/AN/A
#3
$27.7M132-3%N/AN/A
#4
$6.4M383%N/AN/A
#5
$25.2M1205%N/AN/A
#6
$36M1568%N/AN/A
#7
$299.3M101837%N/AN/A
#8
$3.2M2216%N/AN/A
#9
$5.4M323%N/AN/A
#10
$16.6M79N/AN/AN/A
Add Company

What Is Concurrent Advisors?

While financial goals look different for every individual, you know just how you envision yours. What you may not know is how to make them a reality. At Concurrent Advisors, that’s our specialty. We deliberately chose the word “concurrent” as our name because its definition, “acting in conjunction simultaneously side by side,” accurately captures what our dedicated financial planning professionals do: We pair our knowledge with your vision to strategically facilitate the goals in your life. ---------------------------------------------------------------------- Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Concurrent Advisors is not registered broker/dealers and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

keywords:N/A

N/A

Total Funding

40

Number of Employees

$6.7M

Revenue (est)

54%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Concurrent Advisors News

2022-03-22 - Concurrent Reaches 5-Year Milestone As Its Advisors Double Pre ... Business Wire

Concurrent Reaches 5-Year Milestone As Its Advisors Double Pre ... Business Wire

2022-03-22 - $4bn magnet: Inside a RayJay super-OSJ's recruiting strategy Citywire USA

$4bn magnet: Inside a RayJay super-OSJ's recruiting strategy Citywire USA

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.1M40-7%N/A
#2
$4.6M40-13%N/A
#3
$4.6M400%N/A
#4
$4.6M40N/AN/A
#5
$9.9M400%$10.8M