Concert Wealth Management offers financial planning-based investment solutions... Read more
Concertglobal Founder & CEO: Felipe Luna

Founder & CEO

Felipe Luna

CEO Approval Rating

56/100

Est. Annual Revenue
<$1M
Agree?
Est. Employees
25-100
Agree?
Funding
$825K

News

Jul 29, 2016
Press Release Rocket
Press Release: Concert Wealth Management : CONCERT Global Partners with International Assets Advisory; Single Sign-On for Advisors Will Eliminate Redundancy, Reduce Errors and Cut Costs
Jul 29, 2016
PRWeb
Press Release: Concert Wealth Management : CONCERT Global Partners with Nash Consulting Group; Advisors Enjoy Additional Resources for Optimizing Their Businesses
Jul 23, 2016
Free Press Release 2
Press Release: Concert Wealth Management : CONCERT Global Announces Record Growth in Advisors and AUA in First 2 Quarters of 2016
Jul 22, 2016
PRWeb
Press Release: Concert Wealth Management : CONCERT Global Announces Record Growth in Advisors and AUA in First 2 Quarters of 2016
Jul 01, 2016
Press Release Rocket
Press Release: Concert Wealth Management : Keith Krueger promoted to Chief Operating Officer at CONCERT Global
Jun 30, 2016
Press Release Rocket
Press Release: Concert Wealth Management : International Assets Advisory and CONCERT Global enter into unique partnership to benefit Advisors and clients
Jun 08, 2016
The Business Journals: Tampa Bay
Concert Wealth Management: Keith Krueger promoted to COO at CONCERT Global
Apr 15, 2016
PRWeb
Press Release: Concert Wealth Management : CONCERT Global Expands Its Advisor Technology Platform with Alternative Investments through Alliance with iCapital Network
Apr 10, 2016
PRWeb
Press Release: Concert Wealth Management : CONCERT Launches Fiduciary Services Compliant Retirement Plan Platform for Independent Advisors
Mar 01, 2016
PRWeb
Press Release: Concert Wealth Management : CONCERT'S Advisor Services Platform is Chosen as Back Office and Technology Services Provider for International Assets Advisory

Concertglobal Competitors

1Ballentine Partners
2Ronald Blue Trust
3Athena Capital Advisors
4Oxford Financial Group
5Financial-advisors
6Tiedemann
7Artifex Financial
8Tax Samaritan
9Threshold Group
10Brightworth

Trending Companies