Better Business Travel and Market Data, for Less.

Concertiv serves as the embedded travel and market data function for 75+ small and mid-sized financial firms, delivering better employee travel and better-scoped, actively managed market data at a lower cost.

corporate TRAVEL

$300m+ in aggregated travel spend across 75 firms, used to design travel economics so the options employees want the most are also the ones that cost the firm less.

Market Data

1,500+ actively owned market data contracts across 60 firms, used to deliver pricing and scoping leverage, vendor curation, and ongoing access and
invoice management.

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Business travel and market data are purchased and managed with consumer-grade discipline

Fixing this problem requires the scale, continuity, and leverage that individual firms can’t economically build on their own.

2,000+
Contracts under management
$600m+
Total spend under management
75+
Businesses served
3x+
Average ROI

How We Own These Functions End-to-End

Commercial Ownership

We own the curation and procurement for each category by aggregating spend, negotiating pricing and terms, and defining scope so costs are optimized at the point of transaction.

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Operational Control

We manage day-to-day execution across access, usage, and invoicing so the defined pricing and scope of market data and travel do not drift over time, without requiring internal teams.

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Ongoing Recalibration

We continuously recalibrate vendors, rates, agreements, and policies based on actual usage and peer benchmarks across $600m+ in managed spend.

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Trusted by leading professional services firms

Concertiv has been a game-changer for Riverside. By streamlining our data and research vendor management, they’ve saved us hundreds of hours in renewal negotiations and optimized significant value across our Data & Tech portfolio. Their expertise ensures we get the best vendors at the best rates while reducing our administrative burden.

Eric Feldman
Chief Information Officer

Concertiv has reduced our spend in a meaningful way and has provided tangible value-add by taking over much of the heavy lifting related to vendor management, including vendor selection, contract renewals and user entitlements.

Elliot Attie
Partner & CFO

Better travel and market data, for less.