CONCERT Global Group Overview

  • Year Founded
  • 2005

Year Founded

  • 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
Corporate Office
  • 1900 The Alameda
  • 1st Floor
  • San Jose, CA 95126
  • United States
+1 (866) 000-0000

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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
Provider of an online wealth management platform intended to offers financial and operational advice. The company's onli
Automation/Workflow Software
San Jose, CA
00000000 00 00000


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Conshohocken, PA
00 As of 0000
0000000000 0 00.000
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CONCERT Global Group Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
WealthHub Venture Capital-Backed Conshohocken, PA 00 00.000 0000000000 0 00.000
You’re viewing 1 of 1 competitors. Get the full list »

CONCERT Global Group FAQs

  • When was CONCERT Global Group founded?

    CONCERT Global Group was founded in 2005.

  • Who is the founder of CONCERT Global Group?

    Elizabeth Luna and Felipe Luna are the founders of CONCERT Global Group.

  • Where is CONCERT Global Group headquartered?

    CONCERT Global Group is headquartered in San Jose, CA.

  • What industry is CONCERT Global Group in?

    CONCERT Global Group’s primary industry is Automation/Workflow Software.

  • Is CONCERT Global Group a private or public company?

    CONCERT Global Group is a Private company.

  • What is CONCERT Global Group’s current revenue?

    The current revenue for CONCERT Global Group is 000000.

  • How much funding has CONCERT Global Group raised over time?

    CONCERT Global Group has raised $825K.

  • Who are CONCERT Global Group’s competitors?

    WealthHub is a competitor of CONCERT Global Group.

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