YOUR TRUSTED PARTNER RELIABLE PARTNER FOR FINANCE RESEARCH OUTSOURCING

Concentric Analytics also provides support for market research, industry research, data entry, sales, and legal support to various financial institutions as well as corporates and market research companies.

Empowering Growth With Expertise

We combine years of financial knowledge with tailored strategies.

Tailored Financial Solutions

From tax planning to compliance and financial advisory, we deliver solutions that drive sustainable growth.

Proven Results, Real Impact

Explore how we’ve helped businesses save, scale, and succeed through our strategic financial expertise.

Let’s Build Your Success Story

Reach out today to discover how our team can unlock new opportunities for your business.

who we are

Research & finance ops that scale with you

our vision

To be the most trusted research and finance-ops partner for teams that value clarity, speed, and measurable results.

our mission

We deliver decision-ready research and reliable operations—audit-ready models, consistent methods, and predictable SLAs—so clients make smarter financial decisions, faster.
Certified

SOC 2–Compliant, Enterprise-grade Security

We protect your data with audited controls, strong encryption, and strict access policies—renewed annually and monitored continuously.

Data Security and SOC 2 Compliant

At Concentric Analytics, we prioritize the security and privacy of data. We continuously strive to enhance our security measures and maintain compliance with industry standards to provide the highest level of protection.

SOC 2 Compliance

We are proud to be SOC 2 compliant, demonstrating our dedication to maintaining robust security controls. SOC 2 compliance ensures that we haveimplemented stringent measures to protect critical data.

Data Security Measures

We use state-of-the-art encryption technologies to protect data both in transit and at rest. We implement strict access controls to ensure that only authorizedpersonnel can access sensitive information. We conduct regular security audits and assessments to identify and mitigate potential vulnerabilities.
our expert

Why teams choose Concentric

We plug in as an on-demand research bench—scaling output without new headcount. You get decision-ready models, consistent monitoring, and defensible valuations delivered in your templates and tools.
OUR EXPERTISE, YOUR EDGE

Research That Moves Decisions Forward

Financial Modelling

Audit-ready Excel models and dashboards, built to your assumptions and rigor.

Company Monitoring

Daily news, filings, M&A, ratings, and results—summarized in your format by 8am.

Investment Research

Fundamental deep-dives and investment theses for equity and credit—clear views, defendable calls.

Valuations

DCF, comps, precedents, and illiquid asset reviews—defensible numbers, consistent methods.

Weekly/Monthly Monitoring

Periodic trackers (e.g., issuance, sector KPIs, macro) with trends at a glance.

CFO/CEO Support

Board decks, competitor views, and M&A screens—polished materials, on schedule.

GET MORE DONE, WITH ONE PARTNER

Additional Services That Support Your Core Work

Operational help that plugs into your process—clean hand-offs, clear SLAs, and outputs in your templates.

Market Research

Source-linked trackers on competitors and markets.

Website Support

Simple sites & dashboards, QA + analytics.

Legal Support

Contract summaries & diligence checklists.

Data Entry / Data Analysis

Cleaned data, reconciliations, clear dashboards.

Real Estate Support

CoStar/Yardi analysis, comps, rent rolls.

Sales Support

Verified prospects, CRM updates.
OUR EXPERTISE

Support Services For Investment
Firms & Corporates

Skilled Support

Fundamentals to monitoring—decision-ready outputs delivered on schedule.

Seamless Integration

SSO/MFA access, clear SLAs, and change logs—so nothing gets lost in email.

Flexible Engagements

From one-off models to ongoing coverage—scale up or down in days.Various engagement models full/part time & ad-hoc projects.

Expert Talent

Experienced buy-side & corporate analysts; consistent methods, defensible valuations.
Models

Engagement Models

We offer flexible, scalable engagement models tailored to each client’s needs—backed by a steadfast commitment to quality, confidentiality, and timely delivery. Our goal is to build lasting partnerships through exceptional research outsourcing.

DEDICATED HOURS

(PER MONTH OR QUARTER OR YEAR)

RECURRING DEDICATED ENGAGEMENT

BESPOKE RESEARCH PROJECTS

Industries we work with

Partnering with Leading Industries for Finance & Research Support

Banking & Financial Services
Private Equity & Investment Firms
Healthcare & Pharmaceuticals
Retail & E-commerce
Technology & SaaS
Real Estate & Infrastructure
Models

Proven Strategies, Measurable Result

Reducing Tax Burden for a Growing Retail Chain

GreenLeaf Retail Solutions | March 2024

Reducing Tax Burden for a Growing Retail Chain

GreenLeaf Retail Solutions | March 2024

Reducing Tax Burden for a Growing Retail Chain

GreenLeaf Retail Solutions | March 2024

TESTIMONIAL

Join the Hundreds of Satisfied Clients Who Trust Our Expertise

our expert

Meet the Team of Financial Experts Committed to Your Business Growth

Dyas kardinal

Founder & Managing Partner

Elsa Verina

Senior Tax Consultant

Kumto Warming

Chief Financial Advisor

Harumi Havva

Head of Audit & Compliance

Book Your Free Consultation Today!