Insights

Specialized Niche Focus Concord Financial Advisors targets the middle market segment, serving companies seeking tailored debt placement solutions. This focus presents opportunities to offer personalized financial advisory services to growing firms in need of strategic capital infusion.

Extensive Capital Network With relationships spanning over 300 diversified capital providers across the United States, there is potential to connect clients with a broad range of funding sources, including private equity, debt providers, and turnaround specialists, enhancing lending and investment opportunities.

Proven Transaction Experience Having successfully closed more than 170 transactions over 19 years indicates strong industry presence, which can be leveraged to build credibility with prospective clients seeking reliable and experienced financial advisory services.

Revenue Growth Potential With current revenues between 1 million and 10 million dollars, there is potential for upselling complementary banking and investment services as clients expand their operations or seek additional capital.

Technology Utilization The company’s use of advanced digital tools like Google Analytics and reCAPTCHA suggests openness to adopting new technologies, presenting opportunities for sales of further financial tech solutions or digital marketing services to support their growth.

Similar companies to Concord Financial Advisors, LLC

Concord Financial Advisors, LLC Tech Stack

Concord Financial Advisors, LLC uses 8 technology products and services including Google AdSense, BootstrapCDN, Element UI, and more. Explore Concord Financial Advisors, LLC's tech stack below.

Google AdSense
Advertising
BootstrapCDN
Content Delivery Network
Element UI
Javascript Frameworks
OWL Carousel
Javascript Libraries
reCAPTCHA
Security
Google Analytics
Web Analytics
Apache HTTP Server
Web Servers
Smush
Web Tools And Plugins

Media & News

Concord Financial Advisors, LLC's Email Address Formats

Concord Financial Advisors, LLC uses at least 1 format(s):

Concord Financial Advisors, LLC Email Formats	Example	Percentage
FLast@concordfinancialadvisors.com	JDoe@concordfinancialadvisors.com	38%
FirLast@concordfinancialadvisors.com	JohDoe@concordfinancialadvisors.com	12%
FirstLast@concordfinancialadvisors.com	JohnDoe@concordfinancialadvisors.com	13%
FLast@concordfinancialadvisors.com	JDoe@concordfinancialadvisors.com	37%

Frequently Asked Questions

Where is Concord Financial Advisors, LLC's headquarters located?

Concord Financial Advisors, LLC's main headquarters is located at 200 S. Wacker Drive, Suite 3100 Chicago, IL 60606, US. The company has employees across 1 continents, including North America.

What is Concord Financial Advisors, LLC's phone number?

You can contact Concord Financial Advisors, LLC's main corporate office by phone at

+1-312-759-****

. 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 Concord Financial Advisors, LLC's official website and social media links?

Concord Financial Advisors, LLC's official website is concordfinancialadvisors.com and has social profiles on LinkedIn.

What is Concord Financial Advisors, LLC's NAICS code?

Concord Financial Advisors, LLC's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Concord Financial Advisors, LLC have currently?

As of October 2025, Concord Financial Advisors, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Founder: J. H.Managing Director: W. F.Principal: G. J.. Explore Concord Financial Advisors, LLC's employee directory with LeadIQ.

What industry does Concord Financial Advisors, LLC belong to?

Concord Financial Advisors, LLC operates in the Investment Banking industry.

What technology does Concord Financial Advisors, LLC use?

Concord Financial Advisors, LLC's tech stack includes Google AdSenseBootstrapCDNElement UIOWL CarouselreCAPTCHAGoogle AnalyticsApache HTTP ServerSmush.

What is Concord Financial Advisors, LLC's email format?

Concord Financial Advisors, LLC's email format typically follows the pattern of FLast@concordfinancialadvisors.com. Find more Concord Financial Advisors, LLC email formats with LeadIQ.

When was Concord Financial Advisors, LLC founded?

Concord Financial Advisors, LLC was founded in 2001.

Concord Financial Advisors, LLC

Q: What technology does Concord Financial Advisors, LLC use?

Concord Financial Advisors, LLC's tech stack includes Twemoji, Apache HTTP Server, reCAPTCHA, Apache, BootstrapCDN.

Investment BankingUnited States2-10 Employees

Concord Financial Advisors, LLC is a investment banking and financial advisory firm serving public and private middle market companies that require a seasoned debt placement advisor.  Concord sources the most appropriate capital and the most creative structure, resulting in significant savings of time and money.  

As former lenders, we leverage our professional experience and personal relationships with over 300 diversified capital providers throughout the United States to bring financial solutions to businesses that need capital.

For over 19 years and over 170 successfully closed transactions, our diversified clientele has entrusted us to source needed capital regardless of the credit profile of the company / borrower.  We excel at traditional private placement as well as turnaround / distressed situations