Insights

Financial Growth Potential Concourse Financial Group reports a revenue range of fifty to one hundred million dollars, indicating a solid financial base and growth potential, making them an attractive target for enterprise-level financial services and technology solutions.

Partnership Expansion Recent strategic partnership with Lumiant, an advice and client engagement platform, highlights Concourse's focus on enhanced client connectivity and digital engagement, opening opportunities for technology providers specializing in client relationship management tools.

Technology Stack Adoption Utilizing platforms like Sitecore, MySQL, and social media integrations indicates a technology-forward approach, suggesting openness to adopting new digital solutions that optimize operational efficiency and customer experience.

Industry Positioning Operating as a subsidiary of Protective Life Corporation and offering holistic insurance and financial planning services positions Concourse as a key player in the financial services sector, ideal for vendors seeking to leverage strong industry relationships.

Market Focus Based in Birmingham, Alabama, and serving growth-oriented financial professionals, Concourse targets regional and national markets with tailored insurance and financial planning services, presenting opportunities for localized marketing and service expansion initiatives.

Similar companies to Concourse Financial Group

Concourse Financial Group Tech Stack

Concourse Financial Group uses 8 technology products and services including Sitecore, MySQL, Hammer.js, and more. Explore Concourse Financial Group's tech stack below.

Sitecore
Content Management System
MySQL
Database
Hammer.js
Javascript Libraries
Moment.js
Javascript Libraries
Yoast SEO
Search Engines
Nginx
Web Servers
Twitter
Widgets
Facebook
Widgets

Media & News

Lumiant partnered with Concourse Financial Group on Sep 19th '23.
CHICAGO--( BUSINESS WIRE )-- Lumiant, an advice and client engagement platform that empowers financial professionals to connect with clients and families around their lives, values, and finances, today announced a strategic partnership with Birmingham, Ala.-based Concourse Financial Group Securities (CFGS) , a single destination for holistic planning support for growth-oriented financial professionals who want to take their practices to the next level.
Sep 18, 2023 | www.businesswire.com

Concourse Financial Group's Email Address Formats

Concourse Financial Group uses at least 1 format(s):

Concourse Financial Group Email Formats	Example	Percentage
FLast@concoursefinancial.com	JDoe@concoursefinancial.com	45%
First.Last@concoursefinancial.com	John.Doe@concoursefinancial.com	9%
First@concoursefinancial.com	John@concoursefinancial.com	1%
FLast@concoursefinancial.com	JDoe@concoursefinancial.com	45%

Frequently Asked Questions

Where is Concourse Financial Group's headquarters located?

Concourse Financial Group's main headquarters is located at Birmingham, Alabama US. The company has employees across 2 continents, including North AmericaAfrica.

What is Concourse Financial Group's stock symbol?

Concourse Financial Group is a publicly traded company; the company's stock symbol is N/A.

What is Concourse Financial Group's official website and social media links?

Concourse Financial Group's official website is concoursefinancial.com and has social profiles on LinkedIn.

What is Concourse Financial Group's NAICS code?

Concourse Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Concourse Financial Group have currently?

As of October 2025, Concourse Financial Group has approximately 72 employees across 2 continents, including North AmericaAfrica. Key team members include Regional Vice President: J. B.Divisional Vice President Eastern U.S: D. J. O.Regional Vice President: D. R.. Explore Concourse Financial Group's employee directory with LeadIQ.

What industry does Concourse Financial Group belong to?

Concourse Financial Group operates in the Financial Services industry.

What technology does Concourse Financial Group use?

Concourse Financial Group's tech stack includes SitecoreMySQLHammer.jsMoment.jsYoast SEONginxTwitterFacebook.

What is Concourse Financial Group's email format?

Concourse Financial Group's email format typically follows the pattern of FLast@concoursefinancial.com. Find more Concourse Financial Group email formats with LeadIQ.

Concourse Financial Group

Q: How many employees does Concourse Financial Group have currently?

Concourse Financial Group has approximately 72 employees.

Q: What technology does Concourse Financial Group use?

Concourse Financial Group's tech stack includes Cloudflare Bot Management, Microsoft ASP.NET, LinkedIn Ads, Hammer.js, Sitecore.

Financial ServicesAlabama, United States51-200 Employees

Our mission is to be essential to the success of our financial professionals by providing a single destination for holistic insurance and financial planning support and best-in-class services and solutions.


Concourse Distributors, Inc. (“Concourse Distributors”) is a wholly owned subsidiary of Protective Life Corporation. Concourse Distributors is an insurance distribution company operating in some states as IDI Insurance Agency. CA license #6015016; AR license #3003375065. Variable products offered by broker-dealer affiliate Investment Distributors, Inc., Birmingham, AL.