Parthean AI

Schedule DemoHelp your clients make better financial decisions — faster.Accelerate your client onboarding, planning, research and data extraction with Parthean AI.Schedule a DemoAs seen onAn AI-enhanced financial planning platform thatbetter organizes information for you and your clients.An AI-enhanced financial planning platform thatlets you gather client information the way you want toAn AI-enhanced financial planning platform thateliminates hours of document reading and data entry.An AI-enhanced financial planning platform thatdoes comprehensive research on any topic.An AI-enhanced financial planning platform thatsimplifies finance for your clients.PlanningData GatheringData ExtractionAI ParaplannerClient ExperienceParaplanner, Analyst, Researcher.All in one.Check out the examples below of how Parthean AI will be the most powerful assistant you’ll ever hire.Tax-efficient strategyOptimize for your clients' unique tax situations. From harvesting losses to creating a donor-advised fund, Parthean AI will identify the areas you can add the most value.SEE EXAMPLEInvestment 1-page memoGain a competitive edge through clearly summarized 1-page research reports on stocks, bonds, ETFs, and more.SEE EXAMPLEPortfolio analysisAutomatically understand the characteristics of your clients' portfolios including risk metrics, asset and sector allocation, and suggestions for optimization.SEE EXAMPLEDiscover key planning opportunitiesAdd value to client relationships by unearthing key planning opportunities within all areas of financial planning.SEE EXAMPLEMeeting prepMinimize meeting prep time by using Parthean AI to generate agendas tailored to your clients' needs.SEE EXAMPLEFirst draft financial planCreate customizable first draft financial plans for your clients in seconds.SEE EXAMPLESee how Parthean AI can enhance your workflow.Schedule a DemoPlanningReal financial planningNot 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.Data GatheringCustomizable form builderUse our templates or build and share your own forms with our dynamic and customizable form builder. Send onboarding forms, risk tolerance questionnaires, document uploads, and more directly through the Parthean platform.Data GatheringCustomizable form builderUse our templates or build and share your own forms with our dynamic and customizable form builder. Send onboarding forms, risk tolerance questionnaires, document uploads, and more directly through the Parthean platform.‍Data ExtractionMinimize manual data entryChoose from one of our 15 (and counting) extractors to import data directly into the Parthean platform. Upload documents such as: tax returns, estate plans, investment statements, insurance policies, loan statements, and more.AI ParaplannerHave AI paraplanning capabilities at your fingertips.Your very own paraplanning AI agents that will do the heavy lifting, like doing extensive research and analyzing your client’s details to answer questions — so you can focus more on your client relationships.AI ParaplannerHave AI Paraplanning Capabilities At Your Finger TipsYour very own paraplanning AI agents that will do the heavy lifting, like doing extensive research and analyzing your client’s details to answer questions — so you can focus more on your client relationships.‍Client ExperienceClients can access your advice wherever they goClients can view their accounts, check off tasks, upload and view documents, monitor their spending, schedule calls, and chat with you via the mobile or desktop app.AI won’t replace you. It will enhance you.Schedule a DemoProductCompanyPrivacy PolicyTerms of ServiceLearnTwitter / XInstagramLinkedInContact Us© Parthean 2025Parthean is educational, and is not an offer to sell or a solicitation of an offer to buy any security. Parthean is not a financial advisor, portfolio manager, or accountant, nor is your dedicated Parthean Coach. The sole purpose of your Parthean Coach is to guide your education — this is not financial advice, investing advice, or tax advice. None of the information conveyed through this app is a recommendation to buy, hold, or sell an investment or financial product, or take any action. None of the information conveyed through this app should serve as the basis for any investment decision. All investments involve risk, including the possible loss of capital. Past performance does not guarantee future results or returns. --- Schedule DemoABOUT USOur mission is to unlock financial freedom by making financial information universally accessible.01Close the wealth gapInformed 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.02stop stressingBeyond 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.Investors.Parthean is backed by investors including PearVC, Carnegie Mellon University, and current and former executives at Twitter and WhatsApp.AlexLiebermanEstherCrawfordbriankellyharaldurthorleifssonbarakkaufmanmichaeldonohuenamrataBanerjeelitquidityAlexLiebermanCo-founder ofMorning BrewAlexLiebermanCo-founder ofMorning BrewAlexLiebermanCo-founder ofMorning BrewOur Team.Ryan SharkeyEngineeringCatie HoganCoaching & CurriculumChristie ChangProduct & DesignArman HezarkhaniCEO & FounderKevin ChouEngineeringCareers.No open roles at this time.No open roles at this time.Press.ArticlePolitical whiplash got you rattled? Don't make this classic money mistakeMorningstar MarketWatchArticle8 Easy Ways To Save $20,000 on Your Salary in One YearGOBankingRatesArticleExperts: What To Do If You Have No Savings in Your 40s and 50sGOBankingRatesPodcastI Invested in My First Startup - And It Was TerrifyingThe Money with Katie ShowPodcastCatie Hogan Believes Personal Finance Can Be FunnyNext Gen Personal FinanceArticle5 founders discuss why SAFEs are better for early-stage and bridge roundsTechCrunchArticleExperts And Readers Told Us Their Best Money Tips For Each Stage Of LifeBuzzFeed NewsArticleI'm Wondering If I Should Withdraw From My Sad 401(k) And Pay Off My DebtBuzzFeed NewsArticleWhat It’s Like To Live On $100,000 A YearBuzzFeed NewsArticleParthean cares about personal finance so you don’t have toTechCrunchProductCompanyPrivacy PolicyTerms of ServiceLearnTwitter / XInstagramLinkedInContact Us© Parthean 2025Parthean is educational, and is not an offer to sell or a solicitation of an offer to buy any security. Parthean is not a financial advisor, portfolio manager, or accountant, nor is your dedicated Parthean Coach. The sole purpose of your Parthean Coach is to guide your education — this is not financial advice, investing advice, or tax advice. None of the information conveyed through this app is a recommendation to buy, hold, or sell an investment or financial product, or take any action. None of the information conveyed through this app should serve as the basis for any investment decision. All investments involve risk, including the possible loss of capital. Past performance does not guarantee future results or returns. --- Schedule DemoAutomate your financial life with AI agents.MOVE MONEYA Time Saver.Automation across your all your accounts.MM001Worry-Free FinancesBETAAutomatically save and pay off debt every day, week, or month without causing overdrafts or missing rent.MM002Easy TransfersBETAEasily move money between any two of your accounts. Save, pay off debts and pay your bills -- all in one app.Round-upFitnessRound up to the nearest dollar and save every time you spend.Round-upFitnessSave as you get your steps in.MM003Fun SavingBETAThe best way to build a habit is to tie an action to the things you already do.SMARTER MONEYReal-time Insights.Be informed on your spending, investing, and credit.spendingShoppingInvestmentpointscredit scoreEarn more points withour credit-card coachpointscredit scoreBuild credit with zero effort with our credit-building coachSM004Credit OptimizedBETAStop worrying about whether or not you’re optimizing your points. Parthean will help you optimize your credit card utilization to build your credit and get the most points!SM005Your NewsletterSent to your phone daily. A newsletter about your finances.AI CHATTalk to Your Money.Ask questions, get financial plans, and more through conversation.TM001Financial AssistantNo more combing through Google to piece together articles — Parthean AI has the full picture, so its answers are totally custom to you. We’ve integrated the most cutting-edge AI tools with your personal financial information.Ask things likeTM002Personalized plansWhether you’re paying off student loan debt, getting married, having a child, or just want to go on a trip with friends, Parthean AI will help you build a plan that stays within your budget.explanationcitationsvisualsGet a full break down on how Parthean AI got to an answer.explanationcitationsvisualsRead directly from the sources.explanationcitationsvisualsGet supporting visuals with an answer.TM003Dig DeeperMost of the time, you just want an answer. But sometimes, you want a bit more. AI shouldn’t be a black box, so Parthean AI explains its answers to you with citations and graphs.UNPARALLELED SECURITYWe operate at the intersection of finance and AI, and take our responsibility in this area very seriously. Our aim is to be the world’s most trusted company in both sectors.01Bank-level securityWe use the highest standards of encryption to protect sensitive financial data.02We never sell your dataYour data is for you and you only. We will never sell your data. 03Anonymized dataAll data is processed by our algorithms in an anonymized form. Personally identifiable information is not processed by the AI algorithms.Articles, stories and more Learn.Automate Your Money to Get Out DebtArticleApril 15, 2024AI Might Actually Be the End of Bad Financial AdvisorsArticleMarch 28, 2024Rethinking Religion’s Role in MoneyArticleMarch 28, 2024View moreFAQAnswers.is my data safe?Yes. At Parthean, we prioritize your security and confidentiality at every step. We adopt industry-leading encryption methods, including advanced SSL and TLS protocols, to safeguard your personal and financial data.Our infrastructure is regularly updated to combat emerging security threats, ensuring that your information is always protected with the latest technology.Additionally, we operate on a strict no-sharing policy: your data is never sold to third parties or used for advertising purposes. Trust is our core principle, and we maintain transparency in all our security practices.Read more about our privacy policy hereIs there a free trial available?Yes. We provide a 1-month free trial. You can cancel at any time. To continue using Parthean after the 1 month trial, you will be charged based on the plan you choose: Either $14.99 per month or $119.99 per year.what is plaid?Plaid is a technology platform that enables seamless connections between financial applications and users' bank accounts. It provides a secure and reliable way for customers to link their banking information to various financial apps for services like budgeting, investing, or lending. We work with Plaid to allow our users to view their financial accounts all within the Parthean app.Read more about Plaid herewhat is dwolla?Dwolla is a fintech company that provides a platform for businesses to easily manage electronic payments, focusing on ACH transfers. It enables efficient and customizable solutions for direct bank transfers, including mass payouts and recurring payments. We work with Dwolla to provide our users with a seamless approach to money movement, automations and transfers right within the Parthean app.Read more about Dwolla hereVisit our Q&AParthean Membership$14.99/Month or $119.99/YearAll-access to AI Insights about your linked accountsUnlimited financial accountsUnlimited transfers & automationsGet Parthean.DownloadProductCompanyPrivacy PolicyTerms of ServiceLearnTwitter / XInstagramLinkedInContact Us© Parthean 2025Parthean is educational, and is not an offer to sell or a solicitation of an offer to buy any security. Parthean is not a financial advisor, portfolio manager, or accountant, nor is your dedicated Parthean Coach. The sole purpose of your Parthean Coach is to guide your education — this is not financial advice, investing advice, or tax advice. None of the information conveyed through this app is a recommendation to buy, hold, or sell an investment or financial product, or take any action. None of the information conveyed through this app should serve as the basis for any investment decision. All investments involve risk, including the possible loss of capital. Past performance does not guarantee future results or returns. --- Schedule DemoPrivacy Policy.Last updated: February 06, 2022Parthean ("us", "we", or "our") operates the parthean.com website (hereinafter referred to as the "Service").‍This page informs you of our policies regarding the collection, use and disclosure of personal data when you use our Service and the choices you have associated with that data.‍We use your data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this policy. Unless otherwise defined in this Privacy Policy, the terms used in this Privacy Policy have the same meanings as in our Terms and Conditions, accessible from parthean.com.1    DefinitionsService: Service is the parthean.com website operated by Parthean.Personal Data: Personal Data means data about a living individual who can be identified from those data (or from those and other information either in our possession or likely to come into our possession).Usage Data: Usage Data is data collected automatically either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit).Cookies: Cookies are small files stored on your device (computer or mobile device).Data Controller: Data Controller means the natural or legal person who (either alone or jointly or in common with other persons) determines the purposes for which and the manner in which any personal information are, or are to be, processed. For the purpose of this Privacy Policy, we are a Data Controller of your Personal Data.Data Processors (or Service Providers): Data Processor (or Service Provider) means any natural or legal person who processes the data on behalf of the Data Controller. We may use the services of various Service Providers in order to process your data more effectively.Data Subject (or User): Data Subject is any living individual who is using our Service and is the subject of Personal Data.2    Information Collection and UseWe collect several different types of information for various purposes to provide and improve our Service to you. Types of Data collected:Personal DataWhile using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you ("Personal Data"). Personally identifiable information may include, but is not limited to:‍Email addressFirst name and last nameCookies and Usage DataWe may use your Personal Data to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email we send or by contacting us.Usage DataWe may also collect information on how the Service is accessed and used ("Usage Data"). This Usage Data may include information such as your computer's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.Tracking & Cookies Data‍We use cookies and similar tracking technologies to track the activity on our Service and we hold certain information.Cookies are files with a small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Other tracking technologies are also used such as beacons, tags and scripts to collect and track information and to improve and analyse our Service.You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.Examples of Cookies we use:Session Cookies: We use Session Cookies to operate our Service.Preference Cookies: We use Preference Cookies to remember your preferences and various settings.Security Cookies: We use Security Cookies for security purposes.3    Use of DataParthean uses the collected data for various purposes:To provide and maintain our ServiceTo notify you about changes to our ServiceTo allow you to participate in interactive features of our Service when you choose to do soTo provide customer supportTo gather analysis or valuable information so that we can improve our ServiceTo monitor the usage of our ServiceTo detect, prevent and address technical issuesTo provide you with news, special offers and general information about other goods, services and events which we offer that are similar to those that you have already purchased or enquired about unless you have opted not to receive such information4    Legal Basis for Processing Personal Data under the General Data Protection Regulation (GDPR)If you are from the European Economic Area (EEA), Parthean legal basis for collecting and using the personal information described in this Privacy Policy depends on the Personal Data we collect and the specific context in which we collect it.Parthean may process your Personal Data because:We need to perform a contract with youYou have given us permission to do soThe processing is in our legitimate interests and it is not overridden by your rightsTo comply with the law5    Retention of DataParthean will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes and enforce our legal agreements and policies.Parthean will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of our Service, or we are legally obligated to retain this data for longer periods.6    Transfer of DataYour information, including Personal Data, may be transferred to - and maintained on - computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.If you are located outside United States and choose to provide information to us, please note that we transfer the data, including Personal Data, to United States and process it there.Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.Parthean will take all the steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Data will take place to an organisation or a country unless there are adequate controls in place including the security of your data and other personal information.7    Disclosure of DataBusiness Transaction‍If Parthean is involved in a merger, acquisition or asset sale, your Personal Data may be transferred. We will provide notice before your Personal Data is transferred and becomes subject to a different Privacy Policy.‍Disclosure for Law Enforcement‍Under certain circumstances, Parthean may be required to disclose your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g. a court or a government agency).Legal Requirements‍Parthean may disclose your Personal Data in the good faith belief that such action is necessary to:To comply with a legal obligationTo protect and defend the rights or property of PartheanTo prevent or investigate possible wrongdoing in connection with the ServiceTo protect the personal safety of users of the Service or the publicTo protect against legal liability8    Security of DataThe security of your data is important to us but remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.9    Our Policy on "Do Not Track" Signals under the California Online Protection Act (CalOPPA)of DataWe do not support Do Not Track ("DNT"). Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked.You can enable or disable Do Not Track by visiting the Preferences or Settings page of your web browser.10    Your Data Protection Rights under the General Data Protection Regulation (GDPR)If you are a resident of the European Economic Area (EEA), you have certain data protection rights. Parthean aims to take reasonable steps to allow you to correct, amend, delete or limit the use of your Personal Data.If you wish to be informed about what Personal Data we hold about you and if you want it to be removed from our systems, please contact us.In certain circumstances, you have the following data protection rights:The right to access, update or delete the information we have on you.‍Whenever made possible, you can access, update or request deletion of your Personal Data directly within your account settings section. If you are unable to perform these actions yourself, please contact us to assist you.The right of rectification. You have the right to have your information rectified if that information is inaccurate or incomplete.The right to object. You have the right to object to our processing of your Personal Data.The right of restriction. You have the right to request that we restrict the processing of your personal information.The right to data portability. You have the right to be provided with a copy of the information we have on you in a structured, machine-readable and commonly used format.The right to withdraw consent. You also have the right to withdraw your consent at any time where Parthean relied on your consent to process your personal information.Please note that we may ask you to verify your identity before responding to such requests.You have the right to complain to a Data Protection Authority about our collection and use of your Personal Data. For more information, please contact your local data protection authority in the European Economic Area (EEA).11    Service ProvidersWe may employ third party companies and individuals to facilitate our Service ("Service Providers"), provide the Service on our behalf, perform Service-related services or assist us in analysing how our Service is used.These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.Analytics‍We may use third-party Service Providers to monitor and analyse the use of our Service.Google Analytics‍Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of our Service. This data is shared with other Google services. Google may use the collected data to contextualise and personalise the ads of its own advertising network.You can opt-out of having made your activity on the Service available to Google Analytics by installing the Google Analytics opt-out browser add-on. The add-on prevents the Google Analytics JavaScript (ga.js, analytics.js and dc.js) from sharing information with Google Analytics about visits activity.For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page: Google Policies12    Link to Other SitesOur Service may contain links to other sites that are not operated by us. If you click a third party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit.We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.13    Plaid PolicyParthean uses Plaid Inc. (“Plaid”) to gather your data from financial institutions. By using the Service, you grant Parthean and Plaid the right, power, and authority to act on your behalf to access and transmit your personal and financial information from your relevant financial institution. You agree to your personal and financial information being transferred, stored, and processed by Plaid in accordance with the Plaid end user privacy policy.14    Children's PrivacyOur Service does not address anyone under the age of 18 ("Children").We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Child has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.15    Changes to This Privacy PolicyWe may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective and update the "effective date" at the top of this Privacy Policy.You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.16    Contact UsIf you have any questions about this Privacy Policy, please contact us:By email: arman@parthean.comBy visiting this page on our website: parthean.com/contactProductCompanyPrivacy PolicyTerms of ServiceLearnTwitter / XInstagramLinkedInContact Us© Parthean 2025Parthean is educational, and is not an offer to sell or a solicitation of an offer to buy any security. Parthean is not a financial advisor, portfolio manager, or accountant, nor is your dedicated Parthean Coach. The sole purpose of your Parthean Coach is to guide your education — this is not financial advice, investing advice, or tax advice. None of the information conveyed through this app is a recommendation to buy, hold, or sell an investment or financial product, or take any action. None of the information conveyed through this app should serve as the basis for any investment decision. All investments involve risk, including the possible loss of capital. Past performance does not guarantee future results or returns.