Parthean
Help your clients make better financial decisions — faster.
- Headquarters
- New York, New York
- Employees
- 1–10
- Founded
- 2021
- Business Model
- B2C
- Website
- parthean.com
- Total Funding
- $1.1M
- Last Round
- $1.1M SeedJan 2022
About
Parthean is an AI-powered financial planning platform built for financial advisors. It combines client onboarding tools, a customizable form builder, document data extraction, and an AI paraplanner to accelerate advisor workflows. The platform enables advisors to gather client information, run portfolio analysis, generate tax-efficient strategies, create investment memos, and produce first-draft financial plans in seconds. Founded in 2020, Parthean's mission is to make financial information universally accessible and help more people make better financial decisions.
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