Insights

Niche focus Target wealth managers serving business owners and families to offer integrated financial planning and strategy linkage services, highlighting a potential fit for partnerships or white-labeled planning tools.

Tech stack leverage Leverage their use of WordPress, Shopify, Salesforce Marketing Cloud, New Relic and DigitalOcean to propose scalable CRM, marketing automation, analytics, and hosting solutions that streamline client onboarding and prospect nurturing.

Regulatory credibility Position offerings around compliance and disclosure given their registered investment adviser status, suggesting compliance-friendly tools, training, and reporting services to reinforce trust with high-net-worth clients.

Growth potential Revenue range indicates a small but growing firm; present scalable solutions for expanding advisory capacity, client acquisition channels, and back-office automation to support increased assets under management.

Investment activity Frequent asset investments across diverse sectors imply active portfolio management; propose risk analytics, portfolio monitoring, and benchmark performance tools to enhance advisory value and client retention.

Concentrum Wealth Management Tech Stack

Concentrum Wealth Management uses 8 technology products and services including Site Kit, WordPress, Shopify, and more. Explore Concentrum Wealth Management's tech stack below.

Site Kit

Analytics

WordPress

Content Management System

Shopify

E-commerce

jQuery Migrate

Javascript Libraries

Salesforce Marketing Cloud Account Engagement

Marketing Automation

New Relic

Real User Monitoring

Bootstrap

UI Frameworks

DigitalOcean Web Hosting

Web Hosting

Concentrum Wealth Management Email Formats	Example	Percentage
First.Last@concentrumwealth.com	John.Doe@concentrumwealth.com	100%

Concentrum Wealth Management Email Formats

Example

Percentage

First.Last@concentrumwealth.com

John.Doe@concentrumwealth.com

100%

Frequently Asked Questions

What is Concentrum Wealth Management's phone number?

You can contact Concentrum Wealth Management's main corporate office by phone at

+1-408-840-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Concentrum Wealth Management's official website and social media links?

Concentrum Wealth Management's official website is concentrumwealth.com and has social profiles on LinkedIn.

How much revenue does Concentrum Wealth Management generate?

As of September 2026, Concentrum Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Concentrum Wealth Management's NAICS code?

Concentrum Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Concentrum Wealth Management have currently?

As of September 2026, Concentrum Wealth Management has approximately 6 employees across 2 continents, including North America and Europe. Key team members include Owner: M. R. B. Explore Concentrum Wealth Management's employee directory with LeadIQ.

What industry does Concentrum Wealth Management belong to?

Concentrum Wealth Management operates in the Financial Services industry.

What technology does Concentrum Wealth Management use?

Concentrum Wealth Management's tech stack includes Site Kit, WordPress, Shopify, jQuery Migrate, Salesforce Marketing Cloud Account Engagement, New Relic, Bootstrap and DigitalOcean Web Hosting.

What is Concentrum Wealth Management's email format?

Concentrum Wealth Management's email format typically follows the pattern of First.Last@concentrumwealth.com. Find more Concentrum Wealth Management email formats with LeadIQ.

When was Concentrum Wealth Management founded?

Concentrum Wealth Management was founded in 2013.

Concentrum Wealth Management

Q: How many employees does Concentrum Wealth Management have currently?

Concentrum Wealth Management has approximately 6 employees.

Q: What technology does Concentrum Wealth Management use?

Concentrum Wealth Management's tech stack includes Nginx, GoDaddy, Salesforce Marketing Cloud Account Engagement, Really Simple Discovery, RSS.

Q: What is Concentrum Wealth Management's NAICS code?

Concentrum Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Concentrum Wealth Management is a financial services firm that focuses on coordinating comprehensive financial plans for a selective group of business owners and families. The firm aims to align all aspects of clients’ finances with an overarching strategy, guiding goal identification and the implementation of methods intended to help clients pursue their long-term visions. Based in San Jose, California, the company operates as a registered investment adviser and emphasizes a careful, multi-faceted approach to wealth management, with advisory services provided to clients who are properly licensed or exempt from licensure. The organization positions itself within the financial services industry by offering coordinated planning and strategy integration, while noting that past performance is not indicative of future results and that client relationships require formal service agreements. A brief account of recent activity shows the firm has engaged in several asset investments on the public markets, as reported in local and industry news outlets.

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