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.

Austin, TX, USA

West University, Austin, TX, USA

Paraplanner

Founded on the belief that people innovating is the key to building a better future, Antler partners with exceptional founders across six continents to launch and scale startups that address meaningful opportunities and challenges.

Knowing that exceptional founders can come from anywhere with any background, we have offices in 26 cities across six continents, including Austin, New York, London, Berlin, Stockholm, Bangalore, Jakarta, Singapore, Seoul, Tokyo, and Sydney.

Our global community of builders, investors, operators, experts, and partner organizations backs people from the very start of their founder journey—pre-team or even pre-idea. Since 2018, we have helped create and invested in more than 850+ startups across a wide range of industries and technologies, with the goal of backing more than 6,000 by 2030.

A better future will not happen automatically—the world needs determined, ambitious, and resilient founders to build it. We are committed to supporting them and pursuing our vision of making progress inevitable.

Antler Innovation Pte Ltd

Antler

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Signal that you'd be interested in working with a Antler company to help us put the right opportunities at great companies on your radar. The choice to pursue a new career move is then up to you.