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Concorde

Concorde Vendor Cyber Rating & Cyber Score

concordeis.com
in
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ISO 27001
SOC 2 Type 1
SOC 2 Type 2
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Concorde is a nationally recognized, full-service broker-dealer and SEC-Registered Investment Advisor (RIA) and insurance firm committed to supporting financial professionals and their clients. Through a thoughtfully integrated ecosystem of investment, advisory and insurance solutions, the firm provides the tools and expertise needed to help reach financial goals and objectives. Founded by entrepreneurs, the Concorde team is proud to serve a company made up of like-minded individuals driven by passion, purpose and a shared commitment to excellence. With a personalized approach, the firm offers a high-caliber experience tailored to each advisor’s and client’s unique goals. Concorde’s integrated broker-dealer and wealth management platforms


Concorde A.I CyberSecurity Scoring

Incident Details
Concorde
Company Information
Website:https://concordeis.com/
Employees number:65
Number of followers:2,179
NAICS:52
Industry Type:Financial Services
Homepage:concordeis.com
Cyber Premium EstimationGet Supply Chain
Concorde Risk Score (AI oriented)
Between 700 and 749
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ConcordeFinancial Services
Updated:
02/04/2026
703/1000
Moderate
Ba
AaaAaABaaBaBCaaCaC
Powered by our proprietary A.I cyber incident model
✖ Insurance prefers TPRM score to calculate premium
Concorde Global Score (TPRM)
xxxx
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ConcordeFinancial Services
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Score locked
Instant access to detailed risk factors
Vulnerabilities
Benchmark vs. industry & size peers
Findings

Concorde
ConcordeModerate
Current Score
703Ba (MODERATE)
01000
2 incidents
0 avg impact
Incident timeline with MITRE ATT&CK tactics, techniques, and mitigations.
JULY 2026
706Before Incident
JUNE 2026
706Before Incident
MAY 2026
705Before Incident
APRIL 2026
704Before Incident
MARCH 2026
703Before Incident
FEBRUARY 2026
702Before Incident
JANUARY 2026
701Before Incident
DECEMBER 2025
700Before Incident
NOVEMBER 2025
699Before Incident
OCTOBER 2025
698Before Incident
SEPTEMBER 2025
697Before Incident
AUGUST 2025
696Before Incident
MARCH 2023
722Before Incident
Breach
28 Feb 2023 • Concorde
Concorde Investment Partners, LLC

Data Breach at Concorde Investment Partners

651After Incident
HIGH-71
CON538072925
The Vermont Office of the Attorney General reported a data breach involving Concorde Investment Partners on October 20, 2023. The breach occurred from February 28, 2023, to March 2, 2023, due to unauthorized access to an employee email account, potentially exposing personal information such as names and other unspecified data elements.
INCIDENT DETAILS -
TYPE
Data Breach
IMPACT
NamesOther unspecified data elements
DATA BREACH
NamesOther unspecified data elements
REFERENCES
Blog URLSource URL
SEPTEMBER 2019
753Before Incident
Breach
17 Sep 2019 • Concorde
Concorde Investment Services, LLC

Data Breach at Concorde Investment Services

683After Incident
HIGH-70
CON558072625
The California Office of the Attorney General reported a data breach involving Concorde Investment Services on June 20, 2020. The breach occurred between September 17, 2019, and November 4, 2019, due to an email phishing attack that compromised multiple employee email accounts. The specific number of individuals affected and types of personal information exposed are currently unknown.
INCIDENT DETAILS -
TYPE
Data Breach
REFERENCES
Blog URLSource URL

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