Insights

Strong Industry Recognition Concentus Wealth Advisors has been recognized as a top RIA firm by Forbes in 2023, ranking #17 in Pennsylvania. This recognition indicates a high level of credibility and success that could be leveraged to expand service offerings or introduce premium solutions.

Growth Potential With a revenue range of $10M to $25M and a dedicated team of fewer than 50 employees, Concentus presents a prime opportunity for personalized financial technology solutions, advanced digital tools, and scalable advisory platforms tailored for mid-sized wealth management firms.

Family-Focused Client Base Concentus’s emphasis on family, trust, and legacy presents opportunities to offer estate planning, family office services, and holistic wealth management solutions that align with their core values and client commitments.

Technology Stack The firm’s use of cloud services like AWS, Salesforce Marketing Cloud, and cybersecurity tools suggests they are open to innovative, secure technology integrations. This creates a pathway to introduce advanced client engagement platforms, analytics, or compliance solutions.

Strategic Partnerships Recent collaboration with Wellworks for You implies an openness to strategic partnerships that enhance client value. This indicates potential to introduce wellness, benefits administration, or financial wellness programs, further enriching their client offerings.

Concentus Wealth Advisors Tech Stack

Concentus Wealth Advisors uses 8 technology products and services including WordPress Super Cache, Amazon Web Services, jQuery, and more. Explore Concentus Wealth Advisors's tech stack below.

  • WordPress Super Cache
    Caching
  • Amazon Web Services
    Cloud Hosting
  • jQuery
    Javascript Libraries
  • UPS
    Logistics
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Jetpack
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Concentus Wealth Advisors's Email Address Formats

Concentus Wealth Advisors uses at least 2 format(s):
Concentus Wealth Advisors Email FormatsExamplePercentage
First.Last@concentuswealth.comJohn.Doe@concentuswealth.com
52%
First@concentuswealth.comJohn@concentuswealth.com
24%
Last@concentuswealth.comDoe@concentuswealth.com
19%
FLast@concentuswealth.comJDoe@concentuswealth.com
5%
First@concentus.comJohn@concentus.com
100%

Frequently Asked Questions

Where is Concentus Wealth Advisors's headquarters located?

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Concentus Wealth Advisors's main headquarters is located at 3803 West Chester Pike Suite 225 Newtown Square, Pennsylvania 19073 United States. The company has employees across 1 continents, including North America.

What is Concentus Wealth Advisors's phone number?

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You can contact Concentus Wealth Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Concentus Wealth Advisors's official website and social media links?

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Concentus Wealth Advisors's official website is concentus.com and has social profiles on LinkedIn.

What is Concentus Wealth Advisors's NAICS code?

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Concentus Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Concentus Wealth Advisors have currently?

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As of February 2026, Concentus Wealth Advisors has approximately 14 employees across 1 continents, including North America. Key team members include Founding Principal & Ceo: P. S.Owner / Manager: T. H.Managing Director & Shareholder: N. H.. Explore Concentus Wealth Advisors's employee directory with LeadIQ.

What industry does Concentus Wealth Advisors belong to?

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Concentus Wealth Advisors operates in the Financial Services industry.

What technology does Concentus Wealth Advisors use?

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Concentus Wealth Advisors's tech stack includes WordPress Super CacheAmazon Web ServicesjQueryUPSSalesforce Marketing Cloud Account EngagementJetpackApache HTTP ServerApache.

What is Concentus Wealth Advisors's email format?

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Concentus Wealth Advisors's email format typically follows the pattern of First.Last@concentuswealth.com. Find more Concentus Wealth Advisors email formats with LeadIQ.

When was Concentus Wealth Advisors founded?

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Concentus Wealth Advisors was founded in 2014.

Concentus Wealth Advisors

Financial ServicesPennsylvania, United States11-50 Employees

Concentus Wealth Advisors is a family-focused wealth management firm, serving clients primarily located in the Philadelphia region since 2014. Our team, led by the Strid family, has over 200 years of combined experience in wealth management, offering an uncompromising standard of fiduciary care and unprecedented client service. 

As a Registered Investment Advisor (RIA), we left behind pervasive conflicts of interest and intentional obscurity and are not bound by the limitations of policies and procedures commonly found at large brokerage and asset management firms.

The very definition of “Concentus” is harmony, concord, and agreement – attributes that also set our firm apart from most others. We are fiercely motivated to provide unmatched, innovative wisdom that focuses on integrity, reliability, simplicity, and family.

The level of trust we share with our clients is paramount to their success and ours, as we aim to serve as stewards in protecting and growing their rivers of wealth and fostering their financial freedom.

We are committed to continuing education and seeking out opportunities to expand our expertise to help our clients establish lasting, meaningful legacies.

For more information, visit www.concentus.com.

Section iconCompany Overview

Headquarters
3803 West Chester Pike Suite 225 Newtown Square, Pennsylvania 19073 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Concentus Wealth Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Concentus Wealth Advisors's revenue is estimated to be in the range of $10M$25M

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