Parsonex

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

8310 S Valley Hwy Ste 110, Englewood, Co...

Phone Number

(303) 662-8700

Revenue

$25.8 Million

Industry

Finance Securities Trading Lending & Brokerage

About Parsonex

Parsonex Wealth Management & Financial Planning offers personalized wealth management, financial planning, and ongoing client service, with offices located in Colorado and New York. The company is recognized as one of America's fastest-growing private companies, receiving accolades from Financial Times and Inc. 5000. Their services are tailored to meet individual client needs, ensuring a balance of automated financial management and personal human interaction. Parsonex also provides tax services through a separate affiliate, emphasizing a comprehensive approach to financial well-being.Explore more
Parsonex's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Parsonex Org Chart

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Chief Financial Officer, Finop

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Parsonex

$25.8M
11-50
Private
<$5M
2010
AD
Anthony DiamosChief Financial Officer, Finop
$88.4M
51-200
Private
-
2001
RG
Richard GriffardPresident & CEO, Amp
$20.1M
51-200
Private
-
1937
JS
John SpencerDirector, Application Development
$10M
11-50
Private
<$5M
2002
$9.9M
51-200
Private
<$5M
1978
TS
Toni SuperneauGroup President, Retirement Strategies
$7.9M
11-50
Private
-
1985
Steven Tarpey, Chief Financial Officer at Bolton Global Capital
Steven TarpeyChief Financial Officer
<$5M
11-50
Private
<$5M
2012
TH
Tim HarringtonCo-Founder & CEO
Illustration of an envelope

Parsonex Tech Stack

A closer look at the technologies used by Parsonex

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Frequently Asked Questions Regarding Parsonex

What is Parsonex's official website?
Parsonex's official website is www.parsonex.com
What is Parsonex's Revenue?
Parsonex's revenue is $25.8 Million
What is Parsonex's SIC code?
Parsonex's SIC: 62,628
What is Parsonex's NAICS code?
Parsonex's NAICS: 52,523
How many employees does Parsonex have?
Parsonex has 11-50 employees
What industry does Parsonex belong to?
Parsonex is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Parsonex competition?
Parsonex top competitors include: Jefferson National Life Insurance, Geneos Wealth Management, Retirement Strategies Group, Bolton Global Capital
What companies has Parsonex acquired?
Parsonex has acquired the companies: E Magnus Oppenheim
What technology does Parsonex use?
Some of the popular technologies that Parsonex uses are: PHP, Sentry, Google Cloud Web Serving, MySQL
Who is the CFO of Parsonex?
Parsonex's CFO is Anthony Diamos
How do I contact Parsonex?
Parsonex contact info: Phone number: (303) 662-8700 Website: www.parsonex.com
What does Parsonex do?

Parsonex Wealth Management & Financial Planning offers personalized wealth management, financial planning, and ongoing client service, with offices located in Colorado and New York. The company is recognized as one of America's fastest-growing private companies, receiving accolades from Financial Times and Inc. 5000. Their services are tailored to... meet individual client needs, ensuring a balance of automated financial management and personal human interaction. Parsonex also provides tax services through a separate affiliate, emphasizing a comprehensive approach to financial well-being.Read More

What are Parsonex social media links?
Parsonex Linkedin page Parsonex Twitter page Parsonex Facebook page
Is Parsonex a public company?
Parsonex is private company therefore does not currently have an official ticker symbol
See more information about Parsonex

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