Concurrent Financial Planning
Curated by SignalAutomated financial planning services enabling individuals to achieve financial freedom.
Overview
Concurrent Financial Planning functions as a financial planning robo-advisor, offering automated, algorithm-driven services designed for individual users. The platform evaluates personal financial data to deliver tailored investment advice and asset management strategies, with an emphasis on users' financial objectives and risk tolerance. Aimed primarily at Generation X individuals, Concurrent Financial Planning provides personalized financial plans, wealth-building strategies, online educational courses, and corporate financial wellness services. The platform employs advanced analytics for scenario planning, enabling users to make informed decisions about their financial futures. The company's stated mission focuses on aligning personal values with financial goals, with the intention of promoting financial freedom and well-being for its clients.
Key facts
- Founded
- 2018
- Headquarters
- Green Bay, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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