Concurrent Investment Advisors
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About Concurrent Investment Advisors
Concurrent provides a fully integrated platform and advisory network for wealth management. It supports independent advisor firms with compliance, supervision, operational support, investment due diligence, technology, and access to custodians, broker-dealers, and banking services. The company positions itself as a specialist partner empowering advisors to elevate client outcomes through bespoke solutions, curated resources, and robust technology. Headquartered in the United States, it serves a national network of advisor practices.