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.