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Concourse Financial Group Logo
Concourse Financial Group Growth Score
41
CB Rank
795899
Heat Score
23
Concourse Financial Group offers an innovative approach to holistic insurance and financial planning support.
Acquired by
Cetera Financial Group Logo
Cetera Financial Group
Private Birmingham, Alabama, United States251-500 www.concoursefinancial.com/
Financial Services
Overview

Concourse Financial Group
Growth Score
41
Heat Score
23

Growth Score41
-6 pts
in past quarter
Heat Score 23
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Concourse Financial Group

CB Rank
795899
Concourse Financial Group offers an innovative approach to holistic insurance and financial planning support.
Acquired by
Cetera Financial Group Logo
Cetera Financial Group
Private Birmingham, Alabama, United States251-500 www.concoursefinancial.com/
Financial Services

Key People

  • Photo of David Perry
    David Perry: Chief Executive Officer
    Past Role: Protective Life, VP & COO, Distribution Companies

Details

Legal Name Concourse Financial Group Securities, Inc
Operating Status Active
Company Type For Profit
About the Company
Concourse Financial Group offers an innovative approach to holistic insurance and financial planning support.
Phone Number (833) 504-1774
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Investment Services
Provides tools, insights, and support to help financial professionals improve clients' investment strategies.
Comprehensive Financial Planning Services
Offers expert assistance and technology to support foundational and advanced financial planning for clients.

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Financials

M&A Details

Concourse Financial Group was acquired by Cetera Financial Group on
obfuscation
.
Transaction Name 
Concourse Financial Group acquired by Cetera Financial Group Logo
Concourse Financial Group acquired by Cetera Financial Group
Acquired by 
Cetera Financial Group Logo
Cetera Financial Group
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 251-500 Employee Profiles 1 Contacts 77

Employee Profiles

News

News and Press

News•Oct 6, 2025
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News•Feb 28, 2025
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News•Oct 24, 2024
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News•Oct 24, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

693

Interest Signals

TopicSurge Score
Conflict Management Logo
Conflict Management
100
Live Science Logo
Live Science
100
Warner Bros. Discovery Logo
Warner Bros. Discovery
97

Actively Used Products

19Concourse Financial Group uses 19 technology products and services including HTML5, Disqus, and  Microsoft Outlook, according to G2 Stack.

Active Website Tech Count

66Concourse Financial Group is actively using 66 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Concourse Financial Group's headquarters? Concourse Financial Group is located in Birmingham, Alabama, United States.Who are Concourse Financial Group's competitors? Alternatives and possible competitors to Concourse Financial Group may include Tradeweb, DPL Financial Partners, and  BondBloxx.
Who We Are
What We Do
Helpful Links
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