The Right Way to Procure Business Travel and Market Data

Concertiv curates, procures, and optimizes business travel and market data for 75+ small and mid-sized financial institutions, delivering better employee travel and properly scoped market data, at a lower total cost.

corporate TRAVEL

We pool $300M+ in travel spend across our clients to unlock collective buying power—negotiating better hotel rates and airfare at lower cost for your employees, with booking guardrails for your firm.

Market Data

We leverage 1,700+ agreements under management to properly scope and price market data contracts—while managing user access and billing reconciliation so your firm doesn’t overpay.

Our Travel Booking Tool

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

Fixing this problem requires the scale, continuity, and leverage that small and mid-sized financial firms can’t build on their own.

1,700+
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 curation and procurement for each category by negotiating pricing and terms, and defining scope so costs are right at the point of purchase.

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Operational Control

We manage day-to-day execution across access, usage, and invoicing so pricing and scope don’t drift over time—without requiring internal teams.

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Ongoing Recalibration

We continuously recalibrate rates, policies, contracts, and user access based on 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.