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Parallel Financial Logo
Parallel Financial Growth Score
87
CB Rank
282342
Heat Score
86
Parallel Financial provides financial services such as investment management, retirement planning, risk management, and real estate lending.
Founded
obfuscation
Private Greenville, South Carolina, United States11-50 www.parallelfinancial.com
Angel Investment
Financial Services
Real Estate Investment
Risk Management
Wealth Management
Overview

Parallel Financial
Growth Score
87
Heat Score
86

Growth Score87
0 pts
in past quarter
Heat Score 86
17 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Parallel Financial

CB Rank
282342
Parallel Financial provides financial services such as investment management, retirement planning, risk management, and real estate lending.
Founded
obfuscation
Private Greenville, South Carolina, United States11-50 www.parallelfinancial.com
Angel Investment
Financial Services
Real Estate Investment
Risk Management
Wealth Management

Details

Legal Name Parallel Financial LLC
Operating Status Active
Company Type For Profit
About the Company
Parallel Financial offers investing services. Business owner investment services include paying fewer taxes, investing for retirement, and diversifying investments. Services for professionals include investing for retirement, maximizing company benefits, and saving money for kids. Clients can contact them by email and phone.
Phone Number +1 864-385-7999
Contact Email info@parallelfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
A service that manages clients' investment portfolios to meet their financial goals through diversified asset allocation and ongoing portfolio oversight.
Retirement Planning
A service that helps clients develop strategies to accumulate and manage assets for retirement to ensure financial security in later life.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 17
News

News and Press

News•Jun 3, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$84.6KThis year, Parallel Financial is projected to spend $84.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
GCP Marketplace Logo
GCP Marketplace
96
Skype Logo
Skype
89
Nashville, Tennessee Logo
Nashville, Tennessee
84

Active Website Tech Count

4Parallel Financial is actively using 4 technologies for its website, according to BuiltWith. These include Microsoft Personal Web Server, Visual Composer, and  Jupiter.

Total IP

1Parallel Financial has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Parallel Financial's headquarters? Parallel Financial is located in Greenville, South Carolina, United States.Who are Parallel Financial's competitors? Alternatives and possible competitors to Parallel Financial may include MAI Capital Management, HighTower Advisors, and  Rockefeller Capital Management.
Who We Are
What We Do
Helpful Links
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