About Concentus
Concentus is a Financial Services company based in Newtown Square (United States) founded in 2014. It provides wealth management, financial planning, and advisory services for individuals and families. It operates on a B2C model. Concentus offers products and services including Wealth Planning Services, Investment Foundation, and Trust Services. Its focus areas include Wealth Management, Retirement Planning, Life Stage Guidance and Investment Advisory. Its legal entity is Concentus Wealth Advisors. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Concentus Wealth Advisors is a registered investment adviser that helps clients with wealth planning, investment foundations, and trust services. They focus on navigating life stages like maturing and exploring years, offering fiduciary advice to ensure financial freedom. Based in Newtown Square, Pennsylvania, they serve families and individuals by providing personalized, ethical stewardship of wealth through a team of dedicated advisors.
- Headquarters Newtown Square, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website concentus.com
- Social LinkedIn Facebook
- Legal Name Concentus Wealth Advisors
Products & Services of Concentus
Concentus offers a comprehensive portfolio of products and services, including Wealth Planning Services, Investment Foundation, and Trust Services.
Offers planning for financial freedom and wealth stewardship
Provides solid foundation for client investments and trust management
Manages trusts to support family financial well-being
People of Concentus
13 people are tracked at Concentus (5 in leadership, 8 in team).
| Name | Role | Group |
|---|---|---|
Andrew Brewster | Director, Operations | Leadership |
Paul Strid | Founding Principal & CEO | Leadership |
Bryan Dalesandro | Director, Chief Planning Officer | Leadership |
Thomas Greco | Managing Director, Client Advice | Leadership |
Nathan Hayward | Managing Director, Client Advice | Leadership |
Donna McNally | Client Service Manager | Team |
Jack Liberatore | Wealth Advisor | Team |
Christina Kearney | Communications Associate | Team |
Erik Strid | Founding Principal | Team |
Julie Smith | Accountant | Team |
Denise Carmichael | Client Service Specialist | Team |
Patrick Johnson | Senior Associate, Client Advice | Team |
Garrett Roach | Client Advice Analyst | Team |
Complete people profiles for Concentus
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Competitors of Concentus
Concentus has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Concentus
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Web traffic of Concentus
The website of Concentus (concentus.com) receives about 3K visits a month.
- Monthly visits3K
▲ 57% vs previous month
Websites whose visitors overlap most with Concentus. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| commit.works | 39% | 8.1K | View details |
Top companies in Investment Banks
3 companies that operate in the same segment as Concentus (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Related news about Concentus
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Frequently Asked Questions about Concentus
Concentus was founded in 2014.
Concentus is headquartered in Newtown Square, United States. It is registered at Newtown Square, Pennsylvania, United States.
Concentus Wealth Advisors is a registered investment adviser that helps clients with wealth planning, investment foundations, and trust services. They focus on navigating life stages like maturing and exploring years, offering fiduciary advice to ensure financial freedom. Based in Newtown Square, Pennsylvania, they serve families and individuals by providing personalized, ethical stewardship of wealth through a team of dedicated advisors.
Concentus's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Concentus offers Wealth Planning Services, Investment Foundation, and Trust Services.
Concentus operates through Concentus Wealth Advisors.