Business introduction
Help your clients make better financial decisions — faster
Accelerate your client onboarding, planning, research and data extraction with Parthean AI
Our mission is to unlock financial freedom by making financial information universally accessible.
Close the wealth gap
Informed actors are a requirement for efficient and ethical market dynamics, and we believe that this is the primary, but not exclusive, path towards a meaningful close in the wealth gap.
Stop stressing
Beyond our macro goals, this is a personal mission. We’ve all felt stress about our money, but money shouldn’t be a shackle — it should be a tool that lets us live the lives we want.
Parthean Solutions
Parthean Platform
Real financial planning Not just a calculator. Use our dedicated planning modules for liquidity, insurance, budgeting, investing, estate planning, goals, and more to answer the core questions of financial planning. Customizable form builder Use our templates or build and share your own forms with our dynamic and customizable form builder. Send onboarding forms,......
business needs
- Client Engagement & Management
- Client Onboarding & Identity Verification
- Financial & Retirement Planning
