Concurrent: Detailed Company Information & Corporate Profile
Summary
Concurrent, founded in 2017 and headquartered in Tampa, Florida, operates as an independent company in the finance sector. With a workforce of 100‑200 employees, it generates annual revenue between $50 million and $100 million.
Its consulting services span corporate and nonprofit retirement plans, 401(k) plan rollovers, investment and asset management, financial planning, credit, lending and cash management, and comprehensive retirement planning.
Key leaders include Vice President Kristin Nelson (Investments), Senior Vice President Scott Benson (Compliance), Co‑Founder and CEO Nate Lenz, along with VP Brian Heimowitz (Alternative Investments) and others who steer growth across its San Diego County DMA region.
| Concurrent Website | poweredbyconcurrent.com |
| Social Links |    |
| Phone Number | 8135752652 |
| Industries | |
| Concurrent Headquarters Address | 100 S Ashley Dr, Tampa, Florida, 33602 US |
| Company Size | 100-200 employees |
| Specialities & Services | Corporate retirement plan consulting, Nonprofit retirement plan consulting, Investment management, Financial Planning, 401(k) plan rollovers, Retirement Planning, Credit, lending and cash management, Asset management |
| DMA Code | San Diego County |
| Founded | 2017 |
| Estimated Annual Revenue | $50M - 100M |
| Operating Status | Independent Company |
| Updated: | 2026-09-28 |
Concurrent Org Chart
Chief Executive Officer
C-Level
Chief Financial Officer
Chief Compliance Officer
Chief Operating Officer
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2009 | Privately Held | 25 - 100 | |
| 2007 | - | 25 - 100 | |
| - | Privately Held | 100 - 250 | |
| 2015 | - | 1-10 |
Estimated Website Traffic
The chart shows a growth in traffic to the poweredbyconcurrent.com website. In September, traffic increased to 567, compared to 481 in the previous month. The highest traffic in 2026 was recorded in February, reaching 21607 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Concurrent's workforce includes employees across a wide range of tenure levels.
13% have been with the company for less than 1 year25% have been with the company for 1 to 2 years25% have been with the company for 3 to 4 years13% have been with the company for 5 to 7 years25% have been with the company for 8 to 10 years
Companies Similar to Concurrent
Concurrent Corporate Information: FAQ
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
