Founded in 2006, Parallel manages approximately $4.8 billion in assets under management for high-net-worth individuals and pension/profit sharing plans Emigrant Partners has exited both Parallel and ...

California RIAs Falcon Wealth and Parallel Advisors are mired in a lawsuit stemming from allegations that former Falcon employee Nicole Amore misappropriated sensitive business information amid her ...

After nearly doubling in size in less than three years, a major registered investment advisor has a new private equity backer and a new asset management arm. San Francisco-based Parallel Advisors ...

Alternative investment platform iCapital has agreed to acquire Parallel Markets, an identity verification software developer. The terms of the deal were not disclosed, but it is expected to be ...

NEW YORK CITY, NEW YORK / ACCESS Newswire / February 27, 2025 / Parallel Advisors, LLC, a premier independent wealth management firm, today announced that Steve Fernelis has joined the firm as a ...