About Parallel Advisors, LLC
paralleladvisors.comParallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients.Independent Mindset:As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives.Inclusive Implementation:Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals.Innovative Approach:We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities:•Financial planning•Investment management•Investment manager due diligence•Retirement planning analysis•Philanthropic planning and evaluation•Institutional style bond and cash management•Portfolio analysis and comparison of investments and/or managers•Tax planning and preparation•Risk, insurance and annuity analysis•Research services•Intergenerational wealth transfer strategies
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Know the products your prospects use
Vendor Usage
Parallel Advisors, LLC uses 5 different technologies from 19 different vendors. They have above average use of several technologies including Salesforce.com CRM, Microsoft PowerPoint and QuickBooks.
Product Categories
Parallel Advisors, LLC uses products from 22 different product categories. They are particularly heavy users of products in Web Analytics, Email & Social Media Marketing, and Online Advertising.
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Tableau | Business Intelligence | Tableau Software |  |
| Salesforce.com CRM | Customer Relationship Management (CRM) | Salesforce.com, inc | |
| YCharts | Banking & Finance | YCharts, Inc |  |
| Google Apps | Office Productivity | Google LLC | |
| Microsoft PowerPoint | Office Productivity | Microsoft Corporation | |
Are you interested in knowing other companies with similar tech stacks?
What other companies use Tableau?
Who are the biggest users of Customer Relationship Management (CRM)?
What countries, industries, and company sizes are most likely to use YCharts?
