About Parrott Wealth Management
Parrott Wealth Management is a company based in Austin (United States) founded in 2015 was acquired by The Retirement Planning Group in September 2024.. Parrott Wealth Management offers products and services including Financial Advisory Services and Privacy Policy Management. Parrott Wealth Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Austin, United States
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
- Legal Name Parrott Wealth Management, Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Acquired by
The Retirement Planning Group
(Sep 30, 2024)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Parrott Wealth Management
Parrott Wealth Management offers a comprehensive portfolio of products and services, including Financial Advisory Services and Privacy Policy Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides personalized investment and retirement planning advice
Handles secure collection and protection of client financial data
Funding Insights of Parrott Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Parrott Wealth Management
Parrott Wealth Management has secured backing from 1 investor. Prominent investors backing the company include The Retirement Planning Group. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Retirement investment management services are provided for planning needs.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Parrott Wealth Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Parrott Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Parrott Wealth Management Comparisons
Competitors of Parrott Wealth Management
Parrott Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
|
|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
|
|
| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
|
|
| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Parrott Wealth Management
Frequently Asked Questions about Parrott Wealth Management
When was Parrott Wealth Management founded?
Parrott Wealth Management was founded in 2015.
Where is Parrott Wealth Management located?
Parrott Wealth Management is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
What does Parrott Wealth Management do?
Parrott Wealth Management is a financial advisory firm that provides personalized wealth management solutions to individuals, focusing on retirement planning and investment management. The company, led by Bill Parrott, a CERTIFIED FINANCIAL PLANNER professional, offers comprehensive financial planning and investment services to help clients achieve their financial goals.
Who are the top competitors of Parrott Wealth Management?
Parrott Wealth Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Parrott Wealth Management offer?
Parrott Wealth Management offers Financial Advisory Services and Privacy Policy Management.
Who are Parrott Wealth Management's investors?
Parrott Wealth Management has 1 investor. Key investors include The Retirement Planning Group.