Parallel Financial logo — Financial Advice In Your Best Interest That Brings Peace Of...

Parallel Financial

Financial Advice In Your Best Interest That Brings Peace Of Mind And An Abundant Life

Founded 2013 United States Greenville, United States 29 employees Financial Services, Real Estate +1

General Information

Company Name Parallel Financial
Founded Year 2013
Location United States Greenville, United States
Employees 29
Industries Financial Services, Real Estate, Wealth Management
Business Model B2C, B2B, D2C
Revenue Model Service Fee, Retainer, Consulting Fee
Social

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About Parallel Financial

Parallel Financial, founded in 2013, operates out of the United States and is a key player in the Financial Services, Real Estate, and Wealth Management sectors. Renowned for offering Financial Advice In Your Best Interest That Brings Peace Of Mind And An Abundant Life, the firm distinguishes itself through a fiduciary ethos, ensuring no conflicts of interest with its product offerings.

With a client-centric strategy, Parallel Financial has empowered over 300 families with financial clarity and confidence over the past decade. The company's disciplined investment guidance reflects its commitment to transparency and protection of client interests, paralleling its internal investment strategies.

Though the firm hasn't disclosed recent investment rounds, its robust reputation as part of The Fiduciary Alliance, LLC, highlights an alignment with industry best practices and regulatory compliance, marking it as a promising prospect for investors looking into ethical and innovative financial service providers.

Business keywords: Financial Advisory, Investment Management, Retirement Planning, Estate Planning, Business Transition Planning, Tax Mitigation, Private Equity, Strategic Credit Offerings, Asset Based Credit Lines, Real Estate Lending, College Planning, Deferred Compensation Strategy, Key Insurance, Life Insurance

Services & Products

Financial Independence Guidance
Financial X-Ray Analysis
S.P.A.R.K. System
Introductory Kit

Target Customers

Business Owners Professionals Retirees Young Adults Starting Out Athletes

No funding data available for Parallel Financial yet.

Parallel Financial Alternatives & Competitors

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FAQ About Parallel Financial

Financial Advice In Your Best Interest That Brings Peace Of Mind And An Abundant Life
Parallel Financial was founded in 2013.
Parallel Financial is headquartered in Greenville, United States.
Parallel Financial operates in Financial Services, Real Estate and Wealth Management. Its work centres on Financial Advisory, Investment Management, Retirement Planning and Estate Planning. Its customers include Business Owners, Professionals and Retirees.
Parallel Financial has a B2C, B2B and D2C business model. Its revenue comes from Service Fee, Retainer and Consulting Fee.
Parallel Financial has approximately 29 employees.
Parallel Financial offers: Financial Independence Guidance, Financial X-Ray Analysis, S.P.A.R.K. System, Introductory Kit.
Top alternatives and competitors to Parallel Financial include Millennial Wealth, LLC, WPG Financial Group, Allium Financial Advisors, LLC, Morgan Rosel Wealth Management, Apella Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Parallel Financial and Millennial Wealth, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Parallel Financial, https://bouncewatch.com/company/parallel-financial, updated 25 March 2026. When citing, please name BounceWatch and link this page.

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