Who is the CEO of Concurrent?

The CEO of Concurrent is Nate Lenz, who is also a Founding Partner.

How many employees does Concurrent have?

Concurrent has approximately 84 employees.

What industry is Concurrent in?

Concurrent operates in Financial Services.

Is Concurrent still active?

Yes, Concurrent was verified as an active company on February 2, 2026. Data Surfer regularly validates company information to ensure accuracy.

How do I sell to Concurrent?

Research Concurrent's priorities and goals, identify the right decision makers and champions, monitor for buying signals, and reach out at the right time with verified contact details.

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Concurrent

Financial Services

84 employees

poweredbyconcurrent.com

Verified active February 2, 2026

Key Highlights

Concurrent offers comprehensive services for financial advisors, including compliance and investment platforms.
The firm specializes in supporting advisors with recruiting, succession planning, and business growth strategies.
Concurrent provides M&A support to help financial advisors navigate business transitions and acquisitions.
They are an experienced team dedicated to serving both financial advisors and their clients.
Concurrent's services are designed to enhance advisor operations and client relationship management.

About Concurrent

Concurrent is a hands-on, experienced team serving advisors and their clients. The firm supports financial advisors in recruiting, succession planning, and business growth through a comprehensive suite of services including compliance, investment platforms, and M&A support.

Leadership Team

Nate Lenz

CEO, Founding Partner

Scott Steele

Founding Partner, M&A

Kevin McFarland

Founding Partner, Human Capital

Courtney Haddad

Chief Compliance Officer

Bo Ellison, CPA

Managing Director, Chief Financial Officer

Joe McQuaid

Chief Operating Officer

Tip: The CEO isn't always your best path in. Data Surfer finds the champions and influencers who actually drive purchasing decisions.

Company Facts

Ownership Private Company

Why Contact Concurrent?

Concurrent is a firm that serves financial advisors and their clients, providing support for succession planning, acquisitions, and an investment platform to help advisors grow their own businesses.

Who Should Contact Concurrent for Business?

Concurrent provides a platform and support services for financial advisors, including M&A, human capital, compliance, and investment platform management to help them operate and grow independent businesses.

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Frequently Asked Questions

Who is the CEO of Concurrent?: The CEO of Concurrent is Nate Lenz, who is also a Founding Partner.
What does Concurrent do?: Concurrent is a firm that serves financial advisors and their clients, providing support for succession planning, acquisitions, and an investment platform to help advisors grow their own businesses.
How many employees does Concurrent have?: Concurrent has approximately 84 employees.
What industry is Concurrent in?: Concurrent operates in Financial Services.
Is Concurrent still active?: Yes, Concurrent was verified as an active company on February 2, 2026. Data Surfer regularly validates company information to ensure accuracy.
How do I sell to Concurrent?: Research Concurrent's priorities and goals, identify the right decision makers and champions, monitor for buying signals, and reach out at the right time with verified contact details. Learn how Data Surfer helps.