Concord Advice, LLC Employee Directory

Q: What is Concord Advice, LLC known for?

Concord Advice, LLC was founded in 2011. Concord Advice, LLC operates in the Financial Services industry.

Q: How many employees does Concord Advice, LLC have currently?

Concord Advice, LLC has approximately 15 employees.

Financial ServicesNew Jersey, United States11-50 Employees

Concord Advice is a boutique FinTech advisory firm focused on helping our clients meet the personal finance needs of consumers.  We provide the products, services and expertise that impact all aspects of a financial services operation, including underwriting, data analysis, technology, marketing, compliance management, and customer service delivery.  We are nimble, entrepreneurial, collaborative and driven to help our clients serve their customers in new and innovative ways.

Find Concord Advice, LLC employees' phone numbers or email addresses

Concord Advice, LLC Global Highlights

North America
19

United States Of America
19

Asia
1

Philippines
1

Concord Advice, LLC's Leadership

M. L.
Chief Executive Officer
Mobile Phone
Email
D. S.
Chief Operating Officer
Mobile Phone
Email
D. S.
Chief Operating Officer
Mobile Phone
Email
J. A.
Vp Marketing
Mobile Phone
Email
J. L.
Operations Manager
Mobile Phone
Email
W. S.
Lead Data Scientist
Mobile Phone
Email
G. B.
Data Analyst
Mobile Phone
Email
J. L.
Data Analyst Intern
Mobile Phone
Email

Concord Advice, LLC Employee Metrics

100%

50%

0%

2026

2025

Research
Banking
Business
Finance
Education
Other

Contact profiles from Concord Advice, LLC

Name

Title

Contact Info

Location

Last Update

D. S.
Chief Operating Officer
Mobile Phone
Email
Nov 18, 2025
D. S.
Chief Operating Officer
Mobile Phone
Email
United States
Feb 04, 2026
M. L.
Chief Executive Officer
Mobile Phone
Email
United StatesNew Jersey
Aug 13, 2025
J. A.
Vp Marketing
Mobile Phone
Email
United StatesNew Jersey
Nov 21, 2025
J. L.
Operations Manager
Mobile Phone
Email
United StatesNew Jersey
Nov 18, 2025
W. S.
Lead Data Scientist
Mobile Phone
Email
United StatesNew Jersey
Nov 13, 2025
G. B.
Data Analyst
Mobile Phone
Email
PhilippinesMetro Manila
Nov 18, 2025
J. L.
Data Analyst Intern
Mobile Phone
Email
United StatesNew Jersey
Nov 18, 2025
Y. Z.
Data Scientist
Mobile Phone
Email
United StatesNew York
Nov 18, 2025
E. A.
Quality Assurance Analyst
Mobile Phone
Email
United StatesNew Jersey
Nov 18, 2025

Frequently Asked Questions

What is Concord Advice, LLC known for?

Concord Advice, LLC was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in East Hanover, New Jersey 07936 United States. Explore Concord Advice, LLC's company overview page for more information.

What is Concord Advice, LLC's most common email format?

Concord Advice, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Concord Advice, LLC email formats with LeadIQ.

How many employees does Concord Advice, LLC have currently?

Concord Advice, LLC has approximately 15 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Concord Advice, LLC's key employees and leadership?

As of February 2026, Concord Advice, LLC's key employees include:

Chief Executive Officer: M. L.
Chief Operating Officer: D. S.
Chief Operating Officer: D. S.
Vp Marketing: J. A.
Operations Manager: J. L.

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