About Concourse Financial
Concourse Financial is a Financial Services company based in United States founded in 2020, and was acquired by Cetera in October 2024. It operates as an insurance, financial planning, and investment management services are provided. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea and 4 more; 2 of its 9 listed competitors have raised funding.
Company details
Concourse Financial was established in 2020 within the United States. Financial services encompassing insurance, planning, and investment management are delivered by the firm. Operations are centered on client support in these areas, with a focus on domestic markets. The companys online presence is maintained through concoursefinancial.com, facilitating access to its offerings in the financial sector.
- Headquarters United States
- Stage Acquired
- SectorsFinancial Services
- Website concoursefinancial.com
- Social LinkedIn X Facebook
- Acquired by Cetera (Oct 2024)
Investors in Concourse Financial
Concourse Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cetera.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial advisory services are offered to independent advisors and institutions. | 2010 | cetera.com | El Segundo, United States |
Investor details for Concourse Financial
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People of Concourse Financial
18 people are tracked at Concourse Financial (11 in leadership, 7 in team).
| Name | Role | Group |
|---|---|---|
Brad Mendenhall | President, Insurance Solutions | Leadership |
Wendy Arther | Director Marketing Underwriting | Leadership |
Kristen Williams | Branch Operations Manager | Branch Case Management Director | Internal Sales Manager | Leadership |
Drew Davenport | Director, Planning, Products, & OID | Leadership |
Tom Kennedy | Vice President Fixed Income | Leadership |
Libet Anderson | President, Investment Solutions | Leadership |
Tim Bachmann | Regional Vice President | Leadership |
Gene Plauche | Regional Director | Leadership |
Guy Allen | Regional Vice President | Leadership |
Jordan Cott | Regional Vice President | Leadership |
Ben Rivet | Regional Vice President | Leadership |
Mary Hardin | Sr. Internal Wholesaler | Team |
Robin Vigliotte | Manager And Marketing Underwriter | Team |
Ronnie Hamilton | Advanced Sales/certified Financial Planner | Team |
Sherry Long | Internal Wholesaler | Team |
Rebecca Shurtz | Financial Planning Consultant | Team |
Jenna Bennett | Senior Internal Wholesaler | Team |
Paulette Farquhar | Elite Partners Relationship Manager | Team |
Complete people profiles for Concourse Financial
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Timeline of Concourse Financial
2 dated milestones of Concourse Financial across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Concourse Financial is founded.
- Exit Acquired by Cetera.
Competitors of Concourse Financial
Concourse Financial has 9 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.
| 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 | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| hsbc.com | 1865 | London, United Kingdom | – | 220,861 | Universal banking and financial advisory services are provided globally. | |
| group.bnpparibas | 1848 | Paris, France | – | 198,011 | Banking & financial service provider | |
| nordea.com | 1820 | Stockholm, Sweden | – | 30,399 | Nordea is recognized as a leading Nordic universal bank. | |
| generali.com | 1831 | Trieste, Italy | – | 71,327 | Diversified insurance and asset management services are offered globally. | |
| hayfin.com | 2013 | London, United Kingdom | $6.2B | 62 | Private debt investments are directed across multiple sectors. | |
| ubs.com | 1862 | Zurich, Switzerland | – | 62,537 | Financial services are provided globally by UBS for wealth management. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Concourse Financial
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Top companies in Asset Management
10 companies that operate in the same segment as Concourse Financial (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Concourse Financial
Complete news archive for Concourse Financial
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Frequently Asked Questions about Concourse Financial
Concourse Financial was founded in 2020.
Concourse Financial is headquartered in United States.
Concourse Financial was established in 2020 within the United States. Financial services encompassing insurance, planning, and investment management are delivered by the firm. Operations are centered on client support in these areas, with a focus on domestic markets. The companys online presence is maintained through concoursefinancial.com, facilitating access to its offerings in the financial sector.
Concourse Financial's top competitors include Fidelity Investments, Investec and HSBC.
Concourse Financial has 1 investor. Key investors include Cetera.
Yes. Concourse Financial was acquired by Cetera in October 2024.