When was Concurrent founded?

Concurrent was founded in 2017.

Where is Concurrent located?

Concurrent is headquartered in Tampa, United States.

How many employees does Concurrent have?

As of May 31, 2026, the latest employee count at Concurrent is 89.

Is Concurrent a funded company?

Concurrent is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Concurrent rank among its competitors?

Concurrent ranks 148th amongst 3381 active competitors, of which 79 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $650M in Nov, 2025.

Who are the top competitors of Concurrent?

Concurrent's top competitors include Addepar, Wolters Kluwer and FNZ. Among them, FNZ secured the most recent funding round in November, 2025.

Concurrent - 2026 Company Profile & Competitors

Concurrent is an unfunded company based in Tampa (United States), founded in 2017. It operates as a Provider of platform offering advisors support, technology, and investment solutions. Concurrent has not raised any funding yet. The company has 3381 active competitors, including 79 funded and 259 that have exited. Its top competitors include companies like Addepar, Wolters Kluwer and FNZ.

Company Details

Provider of platform offering advisors support, technology, and investment solutions. The platform delivers compliance, supervision, operational assistance, investment due diligence, and technology resources. It facilitates access to custodians, a broker-dealer, plus banking and trust services. The platform enables advisors to run their practices independently.

Key Metrics

Founded Year

2017

Location

Tampa, United States

Stage

Unfunded

Ranked

148^th among 3381 active competitors

Employee Count

89 as on May 31, 2026

Similar Companies

Addepar & 754 more

View Concurrent's full profile

Concurrent has not raised any funding rounds yet.

Concurrent's employee count trend

Concurrent has 89 employees as of May 26. Here is Concurrent's employee count trend over the years:

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Top competitors of Concurrent include Addepar, Wolters Kluwer and FNZ. Here is the list of Top 10 competitors of Concurrent, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 57 others	77/100
2nd	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
3rd	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$2.55B	Temasek, General Atlantic & 13 others	74/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
5th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
6th	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	71/100
7th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	71/100
8th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 17 others	70/100
9th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 2 others	70/100
10th	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	67/100
148th	Concurrent 2017, Tampa (United States), Unfunded	Provider of platform offering advisors support, technology, and investment solutions	-	-	40/100