Parallel Advisors
Finance · California, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
150 Spear St Ste 950, San Francisco, Cal...Phone Number
(866) 627-6984Website
www.paralleladvisors.comRevenue
$27.8 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
5
2
3
2
2
2
About Parallel Advisors
Parallel Advisors is an independent wealth management company founded in 2006, headquartered in San Francisco California. Parallel Advisors provides active financial planning, portfolio construction, and asset allocation to meet the goals of each client.Explore more
Parallel Advisors Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Parallel Advisors your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Check if Parallel Advisors has recently received funding, and reach out quickly before it becomes old news!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at Parallel Advisors
Check out if Parallel Advisors is spiking on competitors!
Click to see if Parallel Advisors had a recent Job posting/layoffs
Funding: Get notified immidiatlly once Parallel Advisors has new funding data
Earning: See what the market has to say on Parallel Advisors recently announced quarterly report
Parallel Advisors, which may be a good buyer, showed buying intent in Masked Content Topic
Product Launch: Get notified when Parallel Advisors launches new products
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
Compare Similar Companies to Parallel Advisors
Compare insights from companies similar to Parallel Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Parallel Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Parallel Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Parallel Advisors.
Parallel Advisors Tech Stack
A closer look at the technologies used by Parallel Advisors
See more technologies
Most Recent Scoops
Hiring Plans
Parallel Advisors has more open roles in Operations than it has had at any time in the past 6 months.
Hiring Plans
Facilities Relocation / Expansion
Parallel Advisors is planning to move offices in July 2024. The move will impact approximately 8 employees at the existing office located at 5910 North Central Expressway, Suite #1875, Dallas, TX.
Facilities Relocation/Expansion
Award
New Hire
Executive Move
Executive Moves
Left Company
Executive Move
Executive Moves, Personnel Moves, Left Company
Top Finance Companies
Top companies in Canada by revenue
Frequently Asked Questions Regarding Parallel Advisors
Sign Up For FreeTo access detailed company insights
Parallel Advisors is an independent wealth management company founded in 2006, headquartered in San Francisco California. Parallel Advisors provides active financial planning, portfolio construction, and asset allocation to meet the goals of each client.... Read More
