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Parthean is an AI-enhanced financial planning platform designed to accelerate client onboarding, planning, research, and data extraction for financial advisors. It offers customizable form builders,…

Parthean is an AI-enhanced financial planning platform designed to accelerate client onboarding, planning, research, and data extraction for financial advisors. It offers customizable form builders,…
Sector: Fintech / Personal finance education
Founded: January 2020
Headquarters: New York, NY, United States
Latest disclosed funding: $1.1M seed (Jan 27, 2022)
CEO / Founder: Arman Hezarkhani
Personal finance education, onboarding and automation for consumers and financial advisors.
2020
Fintech
$1,100,000
Seed round reported at a $12M valuation; investors named in coverage include Litani Ventures, Gaingels, Amino Capital and individual investors such as Alex Lieberman and Namrata Banerjee.
Pre-seed round referenced in company profiles.
“Backed by institutional and angel investors including Pear VC, Carnegie Mellon University, Litani Ventures, Gaingels, Amino Capital, Pareto Holdings and individual investors such as Alex Lieberman and Namrata Banerjee.”
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