Concurrent Expands Partnership with TIFIN to Empower Advisors and Drive Better Investor Outcomes

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Jun 02, 2025, 08:31 ET

BOULDER, Colo., June 2, 2025 /PRNewswire/ -- Concurrent Investment Advisors, LLC ("Concurrent"), a leader in wealth management solutions, is expanding its partnership with TIFIN @Work by leveraging the power of TIFIN AG (AG). With AG's AI-powered solution, Concurrent empowers advisors to gain deeper insights into each client's financial life, enabling more comprehensive guidance and driving better wealth outcomes.

Using artificial intelligence (AI) and advanced machine learning (ML) algorithms, AG analyzes data to help advisors identify key opportunities, guiding more targeted and impactful client interactions. For investors, the expanded partnership means more personalized financial guidance tailored to their individual goals, helping them make better investment decisions, save more, and optimize their retirement plans. For Concurrent, this expansion represents a strategic opportunity to deepen client relationships while driving sustainable business growth.

"We believe technology is critical to fueling our next phase of growth," said Casey Bates, Managing Director of Strategy and Growth at Concurrent. "TIFIN AG's capabilities allow us to prioritize effectively, ensuring our advisors focus their efforts on the opportunities that have the greatest potential for impact for both the client and the firm."

"We're proud to partner with Concurrent as they leverage AI to drive better wealth outcomes and growth," said Rob Pettman, President at TIFIN. "Our shared belief in using data to elevate advisor engagement and deepen the advisor-client relationship is exactly what leading firms are doing to stay ahead in a competitive landscape."

As part of the partnership, TIFIN and Concurrent will collaborate on marketing initiatives, including customized content designed to further engage retirement plan participants and underscore the value of comprehensive wealth management relationships.

Read more about the original partnership here:

About Concurrent
Concurrent is a multi-custodial, hybrid registered investment adviser (RIA) created to give independent advisors all the resources they need to grow their businesses and adapt to the evolving financial needs of their clients. Headquartered in Tampa, Florida, Concurrent was established in 2017 by former advisors, business owners and industry leaders to cultivate a national network of independent providers of unbiased, fiduciary advice.

Through a partnership with Merchant, Concurrent offers its advisors growth capital, full operational support, and opportunities to align through shared equity ownership. Independence and collaboration are central to Concurrent's ethos, as advisors maintain their autonomy and unique value while sharing best practices and best-in-breed technology, fueling their growth as entrepreneurs.

To learn more about Concurrent, visit
www.poweredbyconcurrent.com.

About TIFIN @Work

TIFIN @Work bridges the gap between workplace and wealth management, empowering employees to optimize their workplace benefits within the context of their financial goals. The AI-driven platform connects employees with actionable insights while enabling wealth enterprises to convert participants into long-term clients.

About TIFIN AG

TIFIN AG is the go-to partner for wealth enterprises seeking AI-enabled growth. Using innovative supervised AI and machine learning technology, TIFIN AG delivers precise, actionable growth signals to wealth firms, enabling advisors to expand their businesses, deepen client relationships, and foster long-term financial growth.

The TIFIN Group LLC (TIFIN) is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN's companies include TIFIN Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, Give and AXIS. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others.