Paraplanner
Paraplanner
paraplanner.ai

Locations

Austin, TX, USA · West University, Austin, TX, USA

industry

Finance · Information Technology · Professional Services · Sales and Marketing · Software

Size

1 - 10 employees

Stage

Pre Seed

founded in

2023

Paraplanner is a service designed for financial advisors, enabling them to create and update personalized, comprehensive financial plans in just 24 hours. The company differentiates itself by combining human expertise with compliant automation, allowing advisors to delegate the planning process efficiently. With a focus on quality and speed, Paraplanner supports various financial planning tools and offers real-time communication throughout the planning process. The service is built in-house and is based in the USA, catering primarily to AUM and fee-only financial advisors. Their pricing model includes options for different levels of service, making it accessible for various advisor needs.

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