CONCERT Global Group Overview

  • Founded
  • 2005
  • Status
  • Out of Business
  • Latest Deal Type
  • Out of Business

CONCERT Global Group General Information


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

Ownership Status
Out of Business
Financing Status
Formerly Angel backed
Primary Industry
Automation/Workflow Software
Other Industries
Social/Platform Software
Business/Productivity Software
Primary Office
  • 1900 The Alameda
  • 1st Floor
  • San Jose, CA 95126
  • United States
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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
To view CONCERT Global Group’s complete valuation and funding history, request access »

CONCERT Global Group Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of an online wealth management platform intended to offers financial and operational advice. The company's onli
Automation/Workflow Software
San Jose, CA
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Plymouth Meeting, PA
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CONCERT 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
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CONCERT Global Group Executive Team (3)

Name Title Board Seat Contact Info
James Thorn Chief Compliance Officer
You’re viewing 1 of 3 executive team members. Get the full list »