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Company Summary

Company Overviews

Concurrent is a national, advisor-first RIA platform built to empower independent financial professionals with the freedom to grow on their own terms.

We partner with advisors through a hands-on approach—providing the infrastructure, operational support, resources, and community needed to deliver exceptional client outcomes while scaling an independent business with confidence.

With a focus on flexibility, autonomy, and long-term partnership, Concurrent helps advisors spend more time where it matters most: serving clients, building their practice, and shaping their future.

As one of the largest and fastest-growing registered investment advisors in the country, we are proud to support a community of like-minded professionals committed to excellence, independence, and purpose-driven growth.

Learn more at www.poweredbyconcurrent.com

Rating Reviews

Rating is calculated based on 3 reviews and is evolving.

Featured Reviews

Software Engineer
4.0
27 August 2026
Good place to grow, but expect a fast pace
Pros: The engineering team at Concurrent is genuinely collaborative and smart. I learned a lot about distributed systems and real-time data processing, which are valuable skills. Management was generally supportive, and the remote work flexibility was a huge plus, making it easy to balance personal life with work demands.
Cons: While there are opportunities, defining clear career progression tracks could be better. During peak project phases, the workload could feel quite heavy, leading to occasional long hours. Some internal processes, like feature approval, could also be streamlined for quicker iteration.
Advice to Management: Focus on creating more structured career development paths and perhaps formalizing mentorship programs. Streamlining certain approval workflows could also boost efficiency and developer satisfaction, especially during high-demand periods.
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Software Developer
3.7
1 September 2026
Collaborative team environment with room for growth
Pros: The best part of working here is definitely the people. My colleagues are smart, supportive, and always willing to help each other out, especially on challenging software development tasks. There's a genuine sense of teamwork and camaraderie. It's a great place to learn and build your skills in the technology industry.
Cons: While the team culture is strong, sometimes communication from leadership about strategic direction could be clearer. During peak project phases, workload can become intense, impacting work-life balance temporarily. Improving project planning visibility would help manage expectations better.
Advice to Management: Continue fostering the strong team spirit you have built. Consider enhancing communication channels regarding company-wide objectives and project timelines. More proactive workload balancing during intense periods would be appreciated by many.
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Software Engineer
3.6
24 September 2026
Decent Tech Role with Strong Team Camaraderie, Pay Lags
Pros: The team environment at Concurrent is genuinely fantastic. My colleagues are supportive, collaborative, and always willing to help out, which made my transition into the company smooth. We tackle interesting projects in the IT services sector, and there are always opportunities to learn new technologies. The hybrid work model provides a good balance between office collaboration and personal flexibility.
Cons: While the work itself is engaging, the compensation package feels a bit behind industry standards, especially when considering the cost of living in Tampa. Promotions can sometimes feel slow-moving, and there's a need for more structured career pathing beyond individual contributor roles within this tech services company. More transparency around advancement would be helpful.
Advice to Management: Consider benchmarking salaries more frequently and exploring clearer career progression frameworks to retain top talent in the competitive IT industry.
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