About Concord Servicing
Concord Servicing is a Technology company based in Scottsdale (United States) founded in 1988, and was acquired by GTCR in January 2025. A suite of IT services is provided to clients. The company has 121 employees. Concord Servicing has completed 2 acquisitions, including Equiant Financial Services and Orionfirst. Its chief executive, as recorded, is Robert Bertrand. Concord Servicing offers products and services including ConcordPay, Loan Administration Service, and Payment Processing. Its focus areas include Business Services, IT Services and Suite. Its legal entity is CONCORD SERVICING CORPORATION. Its competitors include 1&1 IONOS, Genpact and Epam; 1 of its 3 listed competitors has raised funding.
Company details
Concord Servicing was founded in 1988 and is headquartered in Scottsdale, United States. Operations focus on delivering a range of IT services, including support and solutions for various business needs. The company serves clients across sectors, with leadership provided by CEO Robert Bertrand. Activities are centered in the technology domain, emphasizing reliable IT infrastructure and maintenance.
- Headquarters Scottsdale, United States
- Employees 121
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website concordservicing.com
- Social LinkedIn X
- Acquired by GTCR (Jan 2025)
- Legal Name Concord Servicing Corporation
- InvestorsInverness Graham
& 1 more
- Employee Count121
- Investments & AcquisitionsEquiant Financial Services
& 1 more
- Acquired byGTCR
(Jan 2025)
Products & Services of Concord Servicing
Concord Servicing offers a comprehensive portfolio of products and services, including ConcordPay, Loan Administration Service, and Payment Processing.
App for secure account management and payments.
Service for comprehensive loan portfolio management.
System for efficient borrower payment handling.
Apps and channels of Concord Servicing
Concord Servicing publishes 1 mobile app.
Funding Insights of Concord Servicing
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Concord Servicing with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2022 | Private Equity Round | – | Inverness Graham | – |
2 investors in total: 2 institutional.
Investors in Concord Servicing
Concord Servicing has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Inverness Graham and GTCR Chicago Private Equity Firm.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| invernessgraham.com | ||||
Private equity investments and firm management in Chicago. | gtcr.com |
Investor details for Concord Servicing
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Concord Servicing
49 people are tracked at Concord Servicing (23 in leadership, 26 in team); the tracked headcount is 121.
| Name | Role | Group |
|---|---|---|
Robert Bertrand | CEO | Leadership |
R. Spencer Bry, CPA | Senior Vice President, Controller | Leadership |
Madelon Barrow | Director Sales Marketing Operations | Leadership |
Joshua Kappers | Director of Engineering | Leadership |
Lee Heath | Vice President Information Security | Leadership |
Daniel Goit | Vice President | Leadership |
Krizia Verplancke | Senior Vice President And Associate General Counsel | Leadership |
Mary-Jeanne Fincher | Vice President & General Counsel | Leadership |
Lauren Patel | Chief Human Resources Officer | Leadership |
Paul Marcoe | Svp, Head Of Commercial Operations & Product | Leadership |
Lorena Montano | Director of Operations | Leadership |
Erin Kelly | Software Development VP | Leadership |
Pat Gomez | VP, Controller | Leadership |
Tom Myers | VP, Business Development | Leadership |
Jason Alexander | CEO | Leadership |
Amy Bishop | VP Corporate Development & Strategy | Leadership |
Kevin Clark | CTO & Chief Information Officer | Leadership |
Shaun O’Neill | President & Chief Revenue Officer | Leadership |
David Sindelar | CFO | Leadership |
Sonja Yurkiw | COO & General Counsel | Leadership |
29 more people are available in the full profile.
Complete people profiles for Concord Servicing
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Concord Servicing
Concord Servicing has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Equiant Financial Services and Orionfirst.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Commercial loan and lease servicing solutions are provided by Orionfirst. | orionfirst.com | 0 | Jun 2025 | •••• | ||
Cloud-based loan servicing and collections solutions are provided. | equiant.com | Scottsdale, United States | 1986 | Jul 2023 | •••• |
Complete acquisition details for Concord Servicing
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Concord Servicing
5 dated milestones of Concord Servicing across 37 years, from founding to its latest funding, stage changes and deals.
- Founded Concord Servicing is founded.
- Funding First funding round.
- Acquisition Acquires Equiant Financial Services.
- Exit Acquired by GTCR.
- Acquisition Acquires Orionfirst.
Competitors of Concord Servicing
Concord Servicing has 3 listed competitors in our database, 1 of them funded. They include 1&1 IONOS, Genpact and Epam.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ionos.com | 1988 | Chesterbrook, United States | 134 | Cloud infrastructure and hosting services are provided by 1&1 IONOS. | ||
| genpact.com | 1997 | New York, United States | 129,140 | Provider of end-to-end business process outsourcing services | ||
| epam.com | 1993 | Newtown Square, United States | $50M | Provider of software development, data analytics, and other IT suite services |
Detailed competitors of Concord Servicing
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Concord Servicing
The website of Concord Servicing (concordservicing.com) receives about 6.9K visits a month.
- Monthly visits6.9K
▲ 10.4% vs previous month
Websites whose visitors overlap most with Concord Servicing. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
loancareservicing.com | loancareservicing.com | 100% | #2,262,816 | – | |
| concordfinancialadvisors.com | 99% | View details | |||
myaccountinfo.com | myaccountinfo.com | 87% | #98,009 | – | |
| orionfirst.com | 78% | 2.4K | #6,658,152 | View details | |
bofifederalbank.com | bofifederalbank.com | 75% | #15,079,461 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 15 similar websites and full traffic analytics for Concord Servicing
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 15 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in IT Services & Operations
3 companies that operate in the same segment as Concord Servicing (IT Services & Operations) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud orchestration solutions are provided for multi-cloud and device applications. | 1998 | Palo Alto, California, United States | USD 595.83 M | USD 812.05 M | 8,861 | |
A cloud-based platform for incident management software is provided. | 2009 | San Francisco, California, United States | USD 173.6 M | USD 492.55 M | 4,473 | |
Unified IT management is delivered through a cloud-based platform. | 2004 | Santa Clara, California, United States | USD 83.7 M | USD 13.28 B | 26,290 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Concord Servicing
Complete news archive for Concord Servicing
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Concord Servicing
Concord Servicing was founded in 1988 and raised its 1st funding round 34 years after it was founded.
Concord Servicing is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
Robert Bertrand is the CEO of Concord Servicing, as recorded in our data.
Concord Servicing has 121 employees.
Concord Servicing was founded in 1988 and is headquartered in Scottsdale, United States. Operations focus on delivering a range of IT services, including support and solutions for various business needs. The company serves clients across sectors, with leadership provided by CEO Robert Bertrand. Activities are centered in the technology domain, emphasizing reliable IT infrastructure and maintenance.
Concord Servicing offers ConcordPay, Loan Administration Service, and Payment Processing.
Concord Servicing has made 2 acquisitions, including Equiant Financial Services, and Orionfirst.
Concord Servicing has 2 investors. Key investors include Inverness Graham, and GTCR Chicago Private Equity Firm.
Concord Servicing operates through Concord Servicing Corporation.
Yes. Concord Servicing was acquired by GTCR in January 2025.
Yes. Concord Servicing publishes ConcordPay.