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Parcion Private Wealth Logo
Parcion Private Wealth Growth Score
45
CB Rank
1377918
Heat Score
28
Parcion Private Wealth provides risk management, tax planning, investment and cash flow management services for families and businesses.
Founded
obfuscation
Private Bellevue, Washington, United States11-50 parcionpw.com/
Financial Services
Risk Management
Venture Capital
Overview

Parcion Private Wealth
Growth Score
45
Heat Score
28

Growth Score45
-9 pts
in past quarter
Heat Score 28
-5 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 Parcion Private Wealth

CB Rank
1377918
Parcion Private Wealth provides risk management, tax planning, investment and cash flow management services for families and businesses.
Founded
obfuscation
Private Bellevue, Washington, United States11-50 parcionpw.com/
Financial Services
Risk Management
Venture Capital

Key People

  • Brendan Sullivan Logo
    Brendan Sullivan: Chief Operating Officer
    Past Role: The Bahnsen Group, Chief Operating Officer
  • Photo of Sarah Kaler
    Sarah Kaler: Principal Chief People & Culture Officer
    Past Role: The Marcus Buckingham Company, Executive Coach

Details

Operating Status Active
Company Type For Profit
Phone Number +1-425-278-9555
Contact Email info@parcionpw.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Risk Management Services
Services designed to identify, assess, and mitigate financial risks for families and businesses.
Tax Planning Services
Strategic planning to optimize tax liabilities for families and business owners.

Unlock More with Crunchbase Pro
  • 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
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 5 Contacts 37

Employee Profiles

News

News and Press

News•May 7, 2025
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News•May 6, 2025
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News•Mar 10, 2025
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News•Oct 29, 2021
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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

776
479.1%
 in past month

IT Spend

$266.9KThis year, Parcion Private Wealth is projected to spend $266.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Computer Hacking Logo
Computer Hacking
95
Newegg Logo
Newegg
94
NVIDIA GPU Logo
NVIDIA GPU
92

Active Website Tech Count

22Parcion Private Wealth is actively using 22 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  HSTS.

Total IP

1Parcion Private Wealth has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Parcion Private Wealth's headquarters? Parcion Private Wealth is located in Bellevue, Washington, United States.Who are Parcion Private Wealth's competitors? Alternatives and possible competitors to Parcion Private Wealth may include Rockefeller Capital Management, Cresset, and  Fiduciary Trust.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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