Advisor Partners Rebrands as Concentric, Managing $13B in assets with Scalable Precision
Empowering RIAs, family offices, and institutions with tech-driven, tax-optimized portfolio solutions at scale SAN FRANCISCO, CA / ACCESS Newswire / July 24, 2025 / Advisor Partners, a specialist in direct indexing and customized portfolio management solutions for more than 25 years, today announced it has rebranded as Concentric Innovation ("Concentric"). This new brand identity captures […]