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Parallel Advisors, LLC Logo
Parallel Advisors, LLC Growth Score
47
CB Rank
741229
Heat Score
36
Parallel Advisors, LLC is a wealth management firm providing financial planning, portfolio construction, and asset allocation
Founded
obfuscation
Private San Francisco, California, United States101-250 paralleladvisors.com
Financial Services
Real Estate
Overview

Parallel Advisors, LLC
Growth Score
47
Heat Score
36

Growth Score47
-9 pts
in past quarter
Heat Score 36
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Parallel Advisors, LLC

CB Rank
741229
Parallel Advisors, LLC is a wealth management firm providing financial planning, portfolio construction, and asset allocation
Founded
obfuscation
Private San Francisco, California, United States101-250 paralleladvisors.com
Financial Services
Real Estate

Key People

Details

Legal Name Parallel Advisors, LLC
Operating Status Active
Company Type For Profit
Founders  C.J. Rendic
Phone Number 866-627-6984
Contact Email info@paralleladvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Wealth Management Services
Comprehensive services including asset allocation, investment strategy, performance reporting, risk tolerance review, and tax efficiency.
Wealth Planning
Customized financial planning covering net worth statements, budget analysis, cash flow analysis, stock compensation, education planning, retirement planning, and philanthropic goals.

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  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 101-250 Employee Profiles 2 Contacts 113

Employee Profiles

News

News and Press

News•Sep 22, 2025
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News•Jun 2, 2025
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News•Feb 27, 2025
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News•Mar 5, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,439
6.67%
 in past month

IT Spend

$1.8MThis year, Parallel Advisors, LLC is projected to spend $1.8M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Disaster Planning Logo
Disaster Planning
100
Applicant Tracking Logo
Applicant Tracking
100
Human Capital Management (HCM) Software Logo
Human Capital Management (HCM) Software
96

Actively Used Products

12Parallel Advisors, LLC uses 12 technology products and services including HTML5, Comodo PositiveSSL Certificates, and  DigiCert, according to G2 Stack.

Active Website Tech Count

4Parallel Advisors, LLC is actively using 4 technologies for its website, according to BuiltWith. These include Viewport Meta, CommonCrawl Top 5m, and  Unsplash.

Total IP

2Parallel Advisors, LLC has registered 2 trademarks with the most popular class being 'Advertising; business', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Parallel Advisors, LLC's headquarters? Parallel Advisors, LLC is located in San Francisco, California, United States.Who are Parallel Advisors, LLC's competitors? Alternatives and possible competitors to Parallel Advisors, LLC may include Cerity Partners, EP Wealth Advisors, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
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