SOURCE: Sliced Investing

Sliced Investing

September 24, 2015 13:41 ET

Sliced Investing Partners With CONCERT Wealth Management

CONCERT Now Offers Its Advisors Competitive Funds Through Sliced's RIA Platform, Sliced Institutional

SAN FRANCISCO, CA--(Marketwired - September 24, 2015) - Today, Sliced Investing, an online platform that gives investment advisors access to elite alternative investments, announced a partnership with CONCERT Wealth Management. CONCERT, a registered investment advisory firm, will leverage the Sliced Investing platform, Sliced Institutional, to streamline hedge fund and private equity investing for their 90 financial advisors and partner firms.

"We're thrilled to work with CONCERT and provide the infrastructure and technology to both access top investments and automate the process of making an alternative investment," said Mike Furlong, founder and CEO of Sliced Investing. "As wealth managers pivot away from banks to become independent advisors, their need for the resources they left behind grows. CONCERT's partnership with Sliced is an excellent example of the growing infrastructure being built to usher wealth managers' evolving needs and processes."

Experts estimate that nearly 80 percent of all high net worth investors in the United States export all their financial decisions to investment advisors. Independent advisors manage over $4 trillion in wealth and are growing at a rate of approximately 14 percent year over year. CONCERT, which has more than $2 billion in assets under management, gives independent financial advisors the institutional infrastructure that a bank would, while providing the services they need to scale their businesses.

By integrating Sliced Institutional, CONCERT eliminates the large operational burden undertaken by advisors to deploy client capital into many elite products not accessible at the major custodians. Additionally, Sliced Institutional automates all the manual processes associated with private fund investing -- subscription document signing, reporting, custodial integrations, CRM integrations and more.

"Sliced Investing is a strong compliment to our existing offering," said Felipe Luna, founder and CEO of CONCERT. "We view this addition as a key competitive advantage for any advisor that comes to CONCERT, furthering our goal to become an integrated turnkey asset management platform."

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About Sliced Investing

Sliced Investing is an online platform for individuals and independent investment advisors to access elite alternative investments in a streamlined manner. Sliced automates all the previously manual processes associated with private fund investing -- subscription document signing, reporting, custodial integrations, CRM integrations and more. Sliced allows advisors to diversify their portfolio with alternative investments without the operational hassle; empowering them to focus more of their time on growing their practice. Venture capital firms Khosla Ventures, Triple Point Ventures and Data Collective are backers of Sliced Investing, alongside Y-Combinator and Carnegie Mellon. The Sliced Investing team has diverse professional experience across both technology and financial services from Motif Investing, Barclays, Citigroup, Mesirow Financial, Wells Fargo, Investment Technology Group and FT Partners.

To learn more, visit or follow the company on Twitter @slicedinvesting.


CONCERT Wealth Management is part of the CONCERT Global Group, Ltd. family of companies and is headquartered in San Jose, California, the heart of Silicon Valley. CONCERT Global was initially established in 2005 by CEO Felipe Luna to offer an innovative and independent business model for Advisors who wanted to own their own firm and serve their clients better than they could at the wirehouses.

Since its inception in 2006, CONCERT Wealth Management has offered global financial solutions to meet the demanding needs of high net worth individuals, families and institutions. By building strategic alliances with the world's leading providers of financial services and solutions and partnering with a growing network of other professional Advisors, CONCERT continues to be a recognized leader in the field. CONCERT Wealth Management has been ranked in the Top 100 RIAs of 2012 by Rep. and CEO Felipe Luna was recently named in RIABiz as one of the Top 10 people to watch in 2012.

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