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Parkside Advisors Logo
Parkside Advisors Growth Score
77
CB Rank
702050
Heat Score
36
Parkside Advisors provides investment funds, wealth management, tax, financial and retirement planning services.
Acquired by
NorthRock Partners Logo
NorthRock Partners
Founded
obfuscation
Private Berkeley, California, United States1-10 www.parksideadvisors.com
Finance
Financial Services
Hedge Funds
Retirement
Wealth Management
Overview

Parkside Advisors
Growth Score
77
Heat Score
36

Growth Score77
-8 pts
in past quarter
Heat Score 36
-2 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 >
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About Parkside Advisors

CB Rank
702050
Parkside Advisors provides investment funds, wealth management, tax, financial and retirement planning services.
Acquired by
NorthRock Partners Logo
NorthRock Partners
Founded
obfuscation
Private Berkeley, California, United States1-10 www.parksideadvisors.com
Finance
Financial Services
Hedge Funds
Retirement
Wealth Management

Details

Legal Name Parkside Advisors LLC
Operating Status Active
Company Type For Profit
Phone Number +1-510-883-1350
Contact Email info@parksideadvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Service to manage clients' investment portfolios according to their goals and risk tolerance.
Financial Planning
Comprehensive planning service to create a roadmap for clients' financial goals.

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Financials

M&A Details

Parkside Advisors was acquired by NorthRock Partners on
obfuscation
.
Transaction Name 
Parkside Advisors acquired by NorthRock Partners Logo
Parkside Advisors acquired by NorthRock Partners
Acquired by 
NorthRock Partners Logo
NorthRock Partners
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 11
News

News and Press

News•Jul 15, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

4,198

IT Spend

$209.2KThis year, Parkside Advisors is projected to spend $209.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Automated Hedging Logo
Automated Hedging
89
Bloomberg L.P. Logo
Bloomberg L.P.
87
Dow Jones Logo
Dow Jones
81

Active Website Tech Count

20Parkside Advisors is actively using 20 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Parkside Advisors's headquarters? Parkside Advisors is located in Berkeley, California, United States.Who are Parkside Advisors's competitors? Alternatives and possible competitors to Parkside Advisors may include HighTower Advisors, Creative Planning, and  Cresset.
Who We Are
What We Do
Helpful Links
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