CONCERT Global Group Overview
- Founded
- 2005

- Status
- Out of Business
- Latest Deal Type
- Out of Business
CONCERT Global Group General Information
Description
Provider of an online wealth management platform intended to offers financial and operational advice. The company's online wealth management platform allows financial advisors to focus on their core tasks and assign other non-core tasks to their partners and it takes a life cycle and lifestyle approach to advise clients about the planning, growing, profiting, evaluating, motivating and existing of their businesses, enabling clients to get all required planning and advice and grow their businesses.
Contact Information
- 1900 The Alameda
- 1st Floor
- San Jose, CA 95126
- United States
CONCERT Global Group Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
2. Out of Business | 01-Jun-2016 | 00000 | Completed | Out of Business | ||
1. Angel (individual) | 29-Jan-2015 | 00000 | 00000 | Completed | Generating Revenue |
CONCERT Global Group Comparisons
Industry
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Request a free trialCONCERT Global Group Competitors (1)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
000000000 | Venture Capital-Backed | Plymouth Meeting, PA | 00 | 00.00 | 00000 00000 | 00.00 |
CONCERT Global Group Executive Team (3)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
James Thorn | Chief Compliance Officer |