Parallel Financial

Q: What is Parallel Financial's official website?

Parallel Financial's official website is www.parallelfinancial.com

Q: What is Parallel Financial's Revenue?

Parallel Financial's revenue is <$5 Million

Q: What is Parallel Financial's SIC code?

Parallel Financial's SIC: 62,628

Q: What is Parallel Financial's NAICS code?

Parallel Financial's NAICS: 52,523

Q: How many employees does Parallel Financial have?

Parallel Financial has 11-50 employees

Q: What industry does Parallel Financial belong to?

Parallel Financial is in the industry of: Finance , Securities Trading

Q: What is Parallel Financial competition?

Parallel Financial top competitors include: Ratcliff Financial Services , Sterling Total Wealth Solutions , Fortune Wealth Management

Q: What technology does Parallel Financial use?

Some of the popular technologies that Parallel Financial uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, WixStores

Q: How do I contact Parallel Financial?

Parallel Financial contact info: Phone number: (864) 385-7999 Website: www.parallelfinancial.com

Q: What does Parallel Financial do?

Parallel Financial is dedicated to helping individuals and families achieve financial independence through personalized financial advice. They offer a structured approach that includes an introductory kit, a comprehensive financial analysis, and a collaborative decision-making process to ensure a good fit with clients. Their services cater to a div... erse clientele, including business owners, professionals, retirees, and athletes, focusing on tax optimization, retirement planning, and wealth creation. With over 17 years of experience, Parallel Financial aims to provide clarity and confidence in financial matters. Read More

Finance · South Carolina, United States · 11-50 Employees

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Overview

Headquarters

511 Rhett St Ste 2A, Greenville, South C...

Phone Number

(864) 385-7999

Website

www.parallelfinancial.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Parallel Financial

Parallel Financial is dedicated to helping individuals and families achieve financial independence through personalized financial advice. They offer a structured approach that includes an introductory kit, a comprehensive financial analysis, and a collaborative decision-making process to ensure a good fit with clients. Their services cater to a diverse clientele, including business owners, professionals, retirees, and athletes, focusing on tax optimization, retirement planning, and wealth creation. With over 17 years of experience, Parallel Financial aims to provide clarity and confidence in financial matters.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Parallel Financial Org Chart

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Gregory Towner

Chief Investment Officer

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Gina Salamin

Head Portfolio Manager, Trading

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Portfolio Trading Associate

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Managing Partner

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Wealth Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Advisor Relationship Manager

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Financial Advisor

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Revenue

Number of Employees

Type

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Founded In

Top Executive

Parallel Financial

<$5M

11-50

Private

2013

Gregory TownerChief Investment Officer

Sterling Total Wealth Sol...

$8.6M

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2010

Gordon MenardFounding Partner

Fortune Wealth Management

<$5M

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Lana JoseDirector

Ratcliff Financial Servic...

<$5M

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Sharon RatcliffChief Financial Officer

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Parallel Financial Tech Stack

A closer look at the technologies used by Parallel Financial

Sentry

Google Cloud Web Serving

Google

Google Cloud Platform

Google

WixStores

Wix

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Top Finance Companies

Frequently Asked Questions Regarding Parallel Financial

What is Parallel Financial's official website?

Parallel Financial's official website is www.parallelfinancial.com

What is Parallel Financial's Revenue?

Parallel Financial's revenue is <$5 Million

What is Parallel Financial's SIC code?

Parallel Financial's SIC: 62,628

What is Parallel Financial's NAICS code?

Parallel Financial's NAICS: 52,523

How many employees does Parallel Financial have?

Parallel Financial has 11-50 employees

What industry does Parallel Financial belong to?

Parallel Financial is in the industry of: Finance, Securities Trading

What is Parallel Financial competition?

Parallel Financial top competitors include: Ratcliff Financial Services, Sterling Total Wealth Solutions, Fortune Wealth Management

What technology does Parallel Financial use?

Some of the popular technologies that Parallel Financial uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, WixStores

How do I contact Parallel Financial?

Parallel Financial contact info: Phone number: (864) 385-7999 Website: www.parallelfinancial.com

What does Parallel Financial do?

What are Parallel Financial social media links?

Parallel Financial Linkedin page Parallel Financial Twitter page Parallel Financial Facebook page

Is Parallel Financial a public company?

Parallel Financial is private company therefore does not currently have an official ticker symbol

See more information about Parallel Financial

Parallel Financial Latest Hires and Their Positions

Parallel Financial is expanding and recently hired new employees. Here are the latest additions to the team.

Anthony Luneckas

Advisor Relationship Manager

Joined Jul 1, 2026

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