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Concentus Wealth Advisors Logo
Concentus Wealth Advisors CB Rank
766271
Heat Score
65
Concentus Wealth Advisors expertise in wealth management, financial planning, investment management and advisory services.
Founded
obfuscation
Private Newtown Square, Pennsylvania, United States11-50 www.concentus.com/
Advice
Finance
Financial Services
Wealth Management
Overview

Concentus Wealth Advisors
Heat Score
65

Growth Score
pts
in past quarter
Heat Score 65
0 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 Concentus Wealth Advisors

CB Rank
766271
Concentus Wealth Advisors expertise in wealth management, financial planning, investment management and advisory services.
Founded
obfuscation
Private Newtown Square, Pennsylvania, United States11-50 www.concentus.com/
Advice
Finance
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Erik Strid, Gerald Strid, Paul Strid
Phone Number +1 610-994-9190
Contact Email info@concentus.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
Comprehensive management of clients' financial assets to meet long-term financial goals.
Financial Planning
Development of tailored financial plans to guide clients through various life stages and financial goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Contacts 12

Employee Profiles

News

News and Press

News•Oct 10, 2023
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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

756
-59.85%
 in past month

IT Spend

$200KThis year, Concentus Wealth Advisors is projected to spend $200K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Retirement Trends Logo
Retirement Trends
84
Retirement Planning Logo
Retirement Planning
75
Retirement / Pre-Retirement Planning Logo
Retirement / Pre-Retirement Planning
75

Actively Used Products

10Concentus Wealth Advisors uses 10 technology products and services including HTML5, Gravity Forms, and  Google Tag Manager, according to G2 Stack.

Active Website Tech Count

23Concentus Wealth Advisors is actively using 23 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Concentus Wealth Advisors's headquarters? Concentus Wealth Advisors is located in Newtown Square, Pennsylvania, United States.Who are Concentus Wealth Advisors's competitors? Alternatives and possible competitors to Concentus Wealth Advisors may include HighTower Advisors, Wealth Enhancement Group, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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