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paraplanner.ai
AddedFeb 18, 2024
UpdatedJun 18, 2026
paraplanner.ai

paraplanner.ai

Pre-Seed

Paraplanner: Your AI co-pilot for financial tasks, integrating with existing software. Founded in 2023, Austin, TX.

HQ
Austin, TX, US
Founded
2023
Overview
Compare
Fundraising
Employees
Website

Paraplanner.ai, founded in 2023 and based in Austin, Texas, aims to revolutionize the financial advisory industry by serving as an AI co-pilot for financial advisors. The company's core mission is to automate administrative tasks such as client onboarding and to integrate seamlessly with existing email, CRM, and planning software, eliminating the need for data migration. Paraplanner.ai offers services that enable financial advisors to create and update personalized, comprehensive financial plans within 24 hours, significantly improving efficiency and client service.

Notable figures associated with Paraplanner.ai include its founders and early investors who have a strong background in financial technology and AI. The company has been featured on Michael Kitces' tech map, highlighting its relevance and innovation in the financial advisory sector. Key achievements include rapid adoption by AUM and fee-only financial advisors, showcasing its impact on reducing the time required for financial planning. Paraplanner.ai's integration capabilities and automation features have positioned it as a valuable tool for modern financial advisors, enhancing their productivity and client engagement.

paraplanner.ai - Quick Facts

When was paraplanner.ai founded?

paraplanner.ai was founded in 2023.

Where is paraplanner.ai's headquarters located?

paraplanner.ai's headquarters is located in Austin, TX, US.

When was paraplanner.ai's last funding round?

paraplanner.ai's most recent funding round was for $175k (USD) in May 2023.

How much has paraplanner.ai raised to-date?

As of May 8, 2023, paraplanner.ai has raised a total of $175k (USD).

How many employees does paraplanner.ai have?

paraplanner.ai has 2 employees as of Feb 4, 2024.

paraplanner.ai - Classification

Industry
  • Professional Service Companies
Ownership
  • Venture Capital
Technology
  • AI
  • Automation
Geographic Exposure
  • United States
Revenue
  • Recurring
  • Software
Customer
  • Small Business
Main Product
  • Financial Planning
Tags
  • Financial
  • Fintech
  • SaaS
NAICS
  • 540000Professional, Scientific, and Technical Services
  • 541500Computer Systems Design and Related Services
  • 541000Professional, Scientific, and Technical Services
  • 541510Computer Systems Design and Related Services
  • 541511Custom Computer Programming Services
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7371Computer Programming Services
Show 5 more industry codes
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7372Prepackaged Software