Parti Pris Investment Partners

Investment Management • Morro Bay, California, United States • 1-10 Employees

Company overview

Headquarters	Morro Bay, California, United States
Website	partipris-invest.com
NAICS	5231
Keywords	Householding, Tax-Aware Investing, Personalized Investing, Outsourced Investment Services, Wealthtech Saas
Founded	2019
Employees	1-10
Socials

Key Contact at Parti Pris Investment Partners

Joe Smith

Founder & Chief Investment Officer

Parti Pris Investment Partners Email Formats

Parti Pris Investment Partners uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@partipris-invest.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@partipris-invest.com	100%

About Parti Pris Investment Partners

We offer a unique approach designed to take the complex world of wealth management and simplify it for both the financial advisor and, in turn, their clients. We combine technology and deep investment expertise to deliver a WealthTech platform that services fully personalized portfolios. We manage risk very intently while maintaining a high degree of tax-awareness. Our goal is to manage a multi-account household portfolio that meets the financial goals of the client.

Parti Pris Investment Partners revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Parti Pris Investment Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Parti Pris Investment Partners has never raised funding before.

Parti Pris Investment Partners Tech Stack

Discover the technologies and tools that power Parti Pris Investment Partners's digital infrastructure, from frameworks to analytics platforms.

WP Rocket

Caching

MonsterInsights

Analytics

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Google Tag Manager

Tag managers

GoDaddy

Hosting

Frequently asked questions

Parti Pris Investment Partners is located in Morro Bay, California, US.

Parti Pris Investment Partners was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Parti Pris Investment Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Parti Pris Investment Partners

Joe Smith

Founder & Chief Investment Officer

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