Parallel Financial Revenue
Financial Services • 
Greenville, South Carolina, United States • 21-50 Employees
Parallel Financial revenue & valuation
| Annual revenue | $2,224,430 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,200,000 |
| Total funding | No funding |
Key Contacts at Parallel Financial
Tim Few
Director Of Operations
Jordan Roberts
Director Of Financial Planning
Victoria Latham
Director Of Operations
Emily Edwards
Director Of Client Experience And Engagement
Susan Harvell
Director Of Human Captial
Company overview
| Headquarters | 511 Rhett St Suite 2A, Greenville, SC 29601, US |
| Phone number | +18643857999 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Private Equity, College Planning, Retirement Planning, Life Insurance, Private Investments, Financial Planning, Tax Mitigation, Estate Planning, Investment Management, Real Estate Lending, Key Insurance, Business Transition Planning, Asset Based Credit Lines, Strategic Credit Offerings, Public Investments, Deferred Compensation Strategy |
| Founded | 2013 |
| Employees | 21-50 |
| Socials |
Parallel Financial Email Formats
Parallel Financial uses 3 email formats. The most common is {first initial} (e.g., j@parallelfinancial.com), used 61.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@parallelfinancial.com | 61.9% |
{first name} | john@parallelfinancial.com | 33.3% |
{last name}{last name} | doedoe@parallelfinancial.com | 4.8% |
About Parallel Financial
As an independent financial services firm with an unwavering commitment to our client's success, we use innovative and creative thinking to find opportunities for our clients. Offering no ties or financial interests in any products we propose, we can tap into a world of financial possibilities unique to our client's financial goals. In the last ten years, we've helped over 300 families gain confidence and clarity regarding their money. Guiding investments through an intelligent, disciplined approach while fiercely protecting interests and transparency, we strive to help our clients feel confident in their financial future. We pride ourselves at Parallel Financial by practicing what we preach with our investments, creating financial strategies that hold insight and integrity aligned with our own goals and objectives, and mirroring the same process we utilize with our clients. To learn more about Parallel Financial, visit https://www.parallelfinancial.com/. Parallel Financial, LLC is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. More information about Parallel Financial can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Parallel Financial, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Parallel Financial has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Parallel Financial has never raised funding before.
Parallel Financial Tech Stack
Discover the technologies and tools that power Parallel Financial's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
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Frequently asked questions
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