About Concord River Financial
Concord River Financial is a Financial Services company based in Westford (United States) founded in 2018. A firm specializing in financial planning and wealth management services. It operates on a B2B model. Its Indian entity Fdc Web Technologies Private Limited reported revenue of ₹10.79 Cr. Its focus areas include Wealth Management, Financial Planning and Wealth Advisory. Similar companies include The Tifin Group, Ascensus and Farther; 2 of its 3 listed similar companies have raised funding.
Company details
Concord River Financial a firm specializing in financial planning and wealth management services, focusing on offering financial products and advice, managing wealth portfolios, providing financial planning, and wealth advisory. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets.
- Headquarters Westford, United States
- SectorsFinancial Services
- Website concordriverfinancial.com
- Social Facebook
- Legal Name Fdc Web Technologies Private Limited
- Date of Incorporation 07 Jun, 2018
- Jurisdiction Kanayannur, Kerala, India
- Indian entity revenue₹10.79 Cr
FY 2025 · +28% YoY
- Indian entity net profit₹1.55 Cr
FY 2025 · 14% margin
- Indian entity EBITDA₹2.20 Cr
FY 2025 · 20% margin
Associated legal entities of Concord River Financial
Concord River Financial operates through Fdc Web Technologies Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Fdc Web Technologies Private Limited CIN U72900KL2018FTC053590 | Active | 07 Jun 2018 | Kanayannur, Kerala | ₹10.8 Cr | 2 | View details |
Board of directors of Fdc Web Technologies Private Limited (Concord River Financial)
Fdc Web Technologies Private Limited is the primary company behind Concord River Financial. The board of Fdc Web Technologies Private Limited currently have 2 directors; the longest-serving is Alexis Berno, appointed in 2018. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Alexis Berno DIN 08152516 | Director | 07 Jun 2018 | 8 yrs 4 mo | Fdc Web Technologies Private Limited |
| Sreeja Sreeram DIN 10042399 | Managing Director | 14 Feb 2023 | 3 yrs 8 mo | Fdc Web Technologies Private Limited |
Financials of Concord River Financial
Figures of Fdc Web Technologies Private Limited, the primary company behind Concord River Financial, for FY 2025. Revenue was ₹10.79 Cr (+28% year on year). Net profit was ₹1.55 Cr (14% margin). EBITDA was ₹2.20 Cr (20% margin). Revenue has grown at a compounded annual rate of +14% over three years and +31% over five years.
- ₹10.79 CrRevenue · FY 2025 · +28% YoY
- ₹1.55 CrNet profit · 14% margin
- ₹2.20 CrEBITDA · 20% margin
- ₹9 LakhPaid-up capital
- +14%Revenue CAGR, 3 years
- +31%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Fdc Web Technologies Private Limited are on its company page.
Detailed financial statements for Concord River Financial
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Similar companies to Concord River Financial
Concord River Financial has 3 listed similar companies in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed similar companies of Concord River Financial
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Web traffic of Concord River Financial
The website of Concord River Financial (concordriverfinancial.com) receives about 1.5K visits a month.
- Monthly visits1.5K
▲ 93.6% vs previous month
Top companies in Investment Banks
3 companies that operate in the same segment as Concord River Financial (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 119.72 B | 80,000 |
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Frequently Asked Questions about Concord River Financial
Concord River Financial was founded in 2018.
Concord River Financial is headquartered in Westford, United States. It is registered at Westford, Massachusetts, United States.
The primary company behind Concord River Financial, Fdc Web Technologies Private Limited, reported revenue of ₹10.79 Cr for FY 2025, up 28% year on year.
Concord River Financial a firm specializing in financial planning and wealth management services, focusing on offering financial products and advice, managing wealth portfolios, providing financial planning, and wealth advisory. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets.
Concord River Financial's top competitors include The Tifin Group, Ascensus and Farther.
Concord River Financial operates through Fdc Web Technologies Private Limited.
The legal entities of Concord River Financial currently have 2 directors, including Alexis Berno, Sreeja Sreeram.