The embedded expert team your business needs: without the cost of building one in-house.
Founded in 2021, Concentric provides institutional-grade support across finance, accounting, market research, legal, and operations. Our professionals embed directly into your workflow, operating as a true extension of your team, not a vendor at arm’s length.
Professionals
0+
Global Clients
0+
30-60%
Cost Savings
AUM Served
$0Bn+
What We Do
Three service lines. One embedded team.
Financial research, accounting, and research & support, staffed by expert professionals who work inside your workflow from day one.
Full-cycle bookkeeping, AR/AP, tax preparation, audit support, and controller services, staffed by ~70% credentialed professionals (CA, CPA, MBA)
Embedded Teams
Our professionals integrate directly into your workflow, operating as a true extension of your in-house team, not a managed vendor at arm’s length.
Institutional Standards
Outputs built for investment committees, credit committees, and board audiences, review-ready on arrival, not requiring heavy onshore rework.
Structural Cost Advantage
30–60% savings versus comparable onshore hiring, a product of deliberate operational choices, not compromises on quality or compliance.
Engagement Models
We flex to fit, not the other way around.
Ad-hoc projects, recurring retainers, or fully embedded teams, we configure the engagement around your workflow.
Embedded Team
A dedicated professional or team working exclusively on your mandate, integrated into your daily workflow, handling recurring tasks, and available for ongoing discussion. The preferred model for clients who need consistent depth without the overhead of permanent in-house hiring.
Best For
Ongoing analytical workloads that justify a dedicated resource but not a full in-house hire.
Retainer Engagement
Fixed hours per month or quarter with a committed resource at 50%+ utilization. Ideal for clients with predictable but part-time needs, maintaining continuity and familiarity without requiring a full-time commitment on either side.
Best For
Predictable monthly or quarterly work, reporting, monitoring, periodic reviews, without the cost of full-time commitment.
Project-Based Support
One-time or short-term engagements, from a single model build to a full sector deep-dive. We mobilize available bench capacity to deliver high-quality output quickly, with no long-term structure required.
Best For
One-off deals, surge demand around a transaction, or a discrete project with a defined scope.
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How We Engage
From first conversation to embedded team.
A process built around your comfort, not ours. No commitments until you have seen the work.
Introduction Call
Understand your needs, scope, and constraints.
Client References
Speak with existing clients who can vouch for the work.
Sample Work Review
Evaluate relevant deliverables from similar engagements.
NDA Signing
Confidentiality and data security locked down before any work begins.
Two-Week Pilot
A live trial assignment, see the output before committing.
Client References
A 1–3 year partnership built around your workflow.
Asset Management
Self-Storage
Insurance Firms
Renewable Energy
Maritime & Shipping
Investment Banks
Real Estate
Corporate Finance
Industries Served
Built for your sector.
Deep domain experience across eight industry verticals — built through real engagements, not generic sector slides.
Join the Hundreds of Satisfied Clients Who Trust Our Expertise
Real results. Real partnerships. See how we’ve made an impact.
“Concentric Analytics offers the equivalent services of two or three full-time analysts or associates at a fraction of the cost. Concentric has allowed me to grow my business from scratch without needing to raise third-party equity capital, which would have been necessary if I had needed to hire professionals with a traditional finance background in New York City, Los Angeles, or San Francisco. While outsourcing labor to low-cost locations is not a new concept, the logistics of execution are challenging, and the traditional outsourced solution tends to be centered around low value-add services. Concentric offers a plug-and-play solution for sophisticated analysis. Concentric Analytics is embedded in our platform and has served as a critical part of our success to date.
1,900+ Vessel Fleet · ~$2.75Bn Fleet Value, Jones Act Trade
“Concentric Analytics offers the equivalent services of two or three full-time analysts or associates at a fraction of the cost. Concentric has allowed me to grow my business from scratch without needing to raise third-party equity capital, which would have been necessary if I had needed to hire professionals with a traditional finance background in New York City, Los Angeles, or San Francisco. While outsourcing labor to low-cost locations is not a new concept, the logistics of execution are challenging, and the traditional outsourced solution tends to be centered around low value-add services. Concentric offers a plug-and-play solution for sophisticated analysis. Concentric Analytics is embedded in our platform and has served as a critical part of our success to date.
1,900+ Vessel Fleet · ~$2.75Bn Fleet Value, Jones Act Trade
“Concentric Analytics offers the equivalent services of two or three full-time analysts or associates at a fraction of the cost. Concentric has allowed me to grow my business from scratch without needing to raise third-party equity capital, which would have been necessary if I had needed to hire professionals with a traditional finance background in New York City, Los Angeles, or San Francisco. While outsourcing labor to low-cost locations is not a new concept, the logistics of execution are challenging, and the traditional outsourced solution tends to be centered around low value-add services. Concentric offers a plug-and-play solution for sophisticated analysis. Concentric Analytics is embedded in our platform and has served as a critical part of our success to date.
