Parallel Advisors

Financial Services • San Francisco, California, United States • 101-200 Employees

Company overview

Headquarters	150 Spear Street, Suite 950, San Francisco, CA 94105, US
Phone number	+18666276984
Website	paralleladvisors.com
NAICS	52
SIC	628
Keywords	Financial Advisor, Governance, Investing, Registered Investment Advisor, Wealth Management, Fiduciary, Financial Planning, Investment Management, Independent
Founded	2006
Employees	101-200
Socials

Key Contacts at Parallel Advisors

Heather Katzenstein

Trust Services Director

C.J. Rendic

Principal | Founder & Ceo

Romain Geubelle

Principal - Director Of Finance

Ashley Stephenson

Director Of Operations

Salil Mehta

Director Of Private Market Investments

Joan Schriger

Firm Development Director

Stacey Blalock

Principal And Director Of M&A Integration

Mariya Pioszak

Tax Director

Parallel Advisors Email Formats

Parallel Advisors uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@paralleladvisors.com), used 72.8% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@paralleladvisors.com	72.8%
{first name}.{last name}	john.doe@paralleladvisors.com	14.6%
{first name}	john@paralleladvisors.com	10.7%
{last name}	doe@paralleladvisors.com	1.9%

About Parallel Advisors

Parallel Advisors offers personalized wealth management services. Secure your financial future with our dedicated support and custom strategies.

Parallel Advisors revenue & valuation

Annual revenue	$4,000,000
Revenue per employee	$32,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,800,000
Total funding	No funding

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Manager

Director

Employees by Department

Parallel Advisors has 52 employees across 7 departments.

Departments

Number of employees

Funding Data

Parallel Advisors has never raised funding before.

Parallel Advisors Tech Stack

Discover the technologies and tools that power Parallel Advisors's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

CDN

jQuery

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

Unpkg

CDN

Linkedin Insight Tag

Analytics

Google Workspace

Google Hosted Libraries

CDN

Salesforce

CRM

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

Linkedin Ads

Advertising

Frequently asked questions

Parallel Advisors is located in San Francisco, California, US.

You can reach Parallel Advisors at +18666276984.

Parallel Advisors was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

Parallel Advisors has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.