Tag : Concurrent

Proxima Wealth Partners Launches on the Concurrent Platform to Be a Destination for Growth-Oriented Independent Advisors
Finance Investment Services News

Proxima Wealth Partners Launches on the Concurrent Platform to Be a Destination for Growth-Oriented Independent Advisors

Business Wire
by Business Wire0
Co-Founded by former Raymond James Private Client Group executive Chris Davitt, Proxima offers institutional resources and advisor-centric solutions for liquidity and business monetization. Concurrent Investment Advisors, LLC (“Concurrent”), an integrated registered investment adviser platform, announced its partnership with Proxima Wealth Partners LLC (“Proxima”), an independent advisory firm founded by former Raymond James executives......
Potomac Financial Group Partners with Concurrent to Launch Independent RIA
Finance Investment Services News

Potomac Financial Group Partners with Concurrent to Launch Independent RIA

Business Wire
by Business Wire0
The Maryland based practice brings seven advisors and over $750 million in client assets to Concurrent Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, announced its partnership with Potomac Financial Group (“Potomac”), supporting the firm’s transition to independence through Concurrent’s integrated platform and strategic minority investment model. Read......
Concurrent Partners with TIFIN @Work to Elevate Workplace Financial Solutions
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Concurrent Partners with TIFIN @Work to Elevate Workplace Financial Solutions

Somesh Utkar
by Somesh Utkar0
Combining Advisory Expertise and AI-Driven Insights to Deliver Real Financial Impact Concurrent, one of the fastest-growing RIA aggregators in the United States, has partnered with TIFIN @Work, an AI-powered workplace growth platform, to deliver a more focused and personalized approach to workplace financial solutions. The partnership combines TIFIN @Work’s AI-driven tools......
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