Concurrent: Detailed Company Information & Corporate Profile

Contact top employees from Concurrent

Summary

Concurrent is a private company that has been in the industry for 10 years. The business currently specializes in Financial Services area. Concurrent's headquarter is located at San Diego, California, USA. The company has 100-200 employees. Register with SignalHire to connect with Concurrent employees and management.

Concurrent Websitepoweredbyconcurrent.com
Social Links
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Phone Number8135752652
Industries
Concurrent Headquarters address100 S Ashley Dr, Tampa, Florida, 33602 US
Company Size100-200 employees
SpecialtiesCorporate 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 CodeSan Diego County
Founded2017
Operating StatusIndependent Company

Concurrent Org Chart

Chief Executive Officer

Chief Executive Officer

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Competitors

Name
Founded
Type
Employees
2009Privately
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 May, traffic increased to 16191, compared to 15975 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

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Concurrent's workforce includes employees across a wide range of tenure levels.

7% have been with the company for less than 1 year21% have been with the company for 1 to 2 years29% have been with the company for 3 to 4 years21% have been with the company for 5 to 7 years21% have been with the company for 8 to 10 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Concurrent
Kristin Nelson
Kristin NelsonVice President, Investments
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Scott Benson
Scott BensonSenior Vice President, Compliance
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Matthew Unger
Matthew UngerVP, Head of Centralized Wealth Advisory Services
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Brian Heimowitz
Brian HeimowitzVice President, Alternative Investments
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Tatiana Stratigaki
Tatiana StratigakiVP, Head of Office Boca Raton
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Stephen Andersen
Stephen AndersenVice President of Accounting
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Nate Lenz
Nate LenzCo-Founder and CEO
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Anna Schrank
Anna SchrankVice President, Advisor and Platform Marketing
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Neelab Naibkhyl
Neelab NaibkhylVice President
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Tom Pistole
Tom PistoleVice President of Business Development
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José Alejandro Ochoa
José Alejandro OchoaAssociate, Retirement Plan Services
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Nathan Coley
Nathan ColeyDirector, Retirement Plan Operations
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Julia Kulak
Julia KulakOperations Intern
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Nathan Coley
Nathan ColeyDirector, Retirement Plan Operations
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Andrew Turner
Andrew TurnerTechnology and Operations Intern
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Joe
JoeChief Operating Officer
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Concurrent Corporate Information: FAQ

Concurrent operates in the Finance industries. More details can be found on the official website: poweredbyconcurrent.com.
Concurrent has offices located in Tampa, US.
The headquarters of Concurrent are located in Tampa, United States.
The current CEO of Concurrent is Nate Lenz
You can contact Concurrent by phone at 8135752652.
Concurrent currently employs 100-200 people.
Concurrent's revenue is approximately 50.9M.
Well-known competitors of Concurrent include SGH Macro Advisors, Secure Money Advisors, cfX Incorporated and Centerline Wealth Advisors.

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