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Concurrent Wealth Management Logo
Concurrent Wealth Management CB Rank
310505
Heat Score
60
Concurrent Wealth Management offers financial planning, investment portfolio construction, and management services.
Founded
obfuscation
Private Green Bay, Wisconsin, United States1-10 concurrentfp.com
Financial Services
Management Consulting
Wealth Management
Overview

Concurrent Wealth Management
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
-18 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 >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Concurrent Wealth Management

CB Rank
310505
Concurrent Wealth Management offers financial planning, investment portfolio construction, and management services.
Founded
obfuscation
Private Green Bay, Wisconsin, United States1-10 concurrentfp.com
Financial Services
Management Consulting
Wealth Management

Key People

Details

Legal Name Concurrent Financial Planning, LLC
Operating Status Active
Company Type For Profit
Founders  Preston Cherry
Phone Number 1 (888) 332-2372
Contact Email contact@concurrentfp.com
Diversity Spotlight 
Black Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News

News and Press

News•Sep 12, 2025
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News•Aug 22, 2025
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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

875
-26.84%
 in past month

IT Spend

$46.3KThis year, Concurrent Wealth Management is projected to spend $46.3K on IT, according to Aberdeen.

Active Website Tech Count

8Concurrent Wealth Management is actively using 8 technologies for its website, according to BuiltWith. These include SPF, Google Maps, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is Concurrent Wealth Management's headquarters? Concurrent Wealth Management is located in Green Bay, Wisconsin, United States.Who are Concurrent Wealth Management's competitors? Alternatives and possible competitors to Concurrent Wealth Management may include Creative Planning, Range, and  Cresset.
Who We Are
What We Do
Helpful Links
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