Independent advisor network CONCERT Wealth Management supports advisors’ independence with no proprietary products, leveraging competitive partnerships. Sales opportunity: showcase flexible, open-architecture platforms and nonce proprietary product offerings to attract advisors seeking choice and alignment with client needs.

Integrated planning focus The firm emphasizes integrated financial planning-based investment solutions for individuals, families, business owners, institutional and high net worth clients. Sales opportunity: partner with firms or technology providers that enhance planning capabilities, client segmentation, and wealth transfer strategies.

Growth and scale With 51-200 employees and a network of over 100 financial advisors and partner firms nationwide, CONCERT is positioned for broader expansion. Sales opportunity: offer scalable platforms, compliance support, and regional expansion services to capture additional advisor partnerships and client segments.

Wealth transfer efficiency The platform is designed to protect and manage assets, plan retirement incomes, and facilitate tax-efficient wealth transfer. Sales opportunity: present tax optimization, estate planning integration, and retirement income products to enhance client outcomes and cross-sell opportunities.

Moderate revenue footprint Reported revenue in the $10M-$25M range with a growth-oriented, fee-based advisory model and no proprietary products. Sales opportunity: propose middleware, analytics, and workflow tools that improve margins, client experience, and advisor productivity for mid-market RIAs seeking efficiency gains.