Parthean

What is Parthean?

Parthean is an AI-assisted financial planning platform for advisers that collects client data, reads financial documents and drafts plans, memos and meeting agendas for review. It is aimed at registered investment advisers and the staff who support them.

The workflow starts with intake. A client completes an onboarding form and uploads documents through a portal, then Parthean’s extractors pull figures from tax returns, statements and policies. Planning modules and an AI paraplanner turn that data into first drafts, which the adviser checks, edits and decides whether to share. Parthean’s own terms say the company is not a financial adviser, accountant or portfolio manager, and nothing it produces is investment advice; every output needs a qualified professional’s judgement, and investing always carries risk.

Parthean Inc is based in New York and led by founder and chief executive Arman Hezarkhani. CB Insights reports a 2020 founding date and about $1.6M in total funding from backers including Gaingels and Amino Capital. The company began with a consumer money app before moving to adviser software, and its adviser site and demo booking were both live in our October 2026 review.

Key Features

Document extraction feeding straight into planning modules is the feature that matters most, because it removes the retyping that usually sits between client intake and a first draft plan.

• Planning modules: Separate modules cover liquidity, insurance, budgeting, investing, estate planning and goals. Each one works from the same client record, so a figure captured at intake can appear in several analyses without being entered twice.
• Custom intake forms: Advisers build their own onboarding questionnaires instead of using a fixed template. This lets a firm ask the questions its process needs, such as risk preferences or family details, before the first meeting.
• Document extraction: Parthean lists more than 15 extractors, a number it says is still growing. They read tax returns, estate plans, investment statements, insurance policies and loan statements, then place the captured values into the client file for checking.
• AI paraplanner: The paraplanner drafts tax-efficiency ideas, one-page investment research memos and portfolio analysis with risk metrics and sector allocation. Advisers treat these as starting points, editing the reasoning before anything reaches a client.
• Meeting preparation: Before a review, the system assembles a tailored agenda and flags possible planning opportunities from the client data. This shortens the preparation an adviser or paraplanner would otherwise do by hand.
• Client app and portal: Clients use mobile and desktop apps to view accounts, upload documents, complete tasks and monitor spending. They can also book calls and message their adviser, which keeps requests out of scattered email threads.

Pros

Time saved on data entry is Parthean’s strongest argument, since extracted figures flow from uploaded documents into planning drafts without manual typing.

• Less manual data entry: Extraction removes much of the typing from tax returns and statements. Small teams without a dedicated paraplanner gain the most, because that work otherwise falls on the adviser.
• Wide planning scope: Cash flow, insurance, investing, estate and goals sit in one product. An adviser can move from intake to a draft covering several areas without exporting data to another tool.
• Client-facing layer included: The portal handles uploads, tasks, messages and call booking in one place. Clients get a single route for documents, and advisers spend less time chasing missing paperwork.
• Adviser stays in control: Outputs arrive as drafts that the adviser reviews before sharing. This fits how regulated advice works, because a qualified person remains responsible for any recommendation a client receives.
• Useful research drafts: One-page investment memos and tax strategy notes give a structured first pass. Advisers who write these by hand can redirect that time to client conversations.

Cons

Opacity is the catch with Parthean: prices, integrations and security certifications are not published, so due diligence depends on a sales conversation.

• No public pricing: Adviser pricing is only available after booking a demo. That makes it hard to compare Parthean with planning tools that publish per-seat rates, or to budget before a call.
• Few stated integrations: The website names no CRM, custodian or planning-software connections, and Ezra Group’s profile records no public API. Firms on Wealthbox, Redtail or Salesforce should ask about imports early.
• Thin security detail: We found no public SOC 2 report or dedicated security page for the adviser product. Compliance teams will need to request documentation before uploading client files.
• Mixed messaging online: Pages and directory listings for the earlier consumer app are still online. Buyers can be confused about which product and which prices apply to advisers.
• Accuracy needs checking: Extracted numbers and AI drafts can contain errors, as with any automated reading of financial documents. Every figure and recommendation should be verified before it shapes advice.

Who is Using Parthean?

Solo advisers and small RIA teams are Parthean’s core audience, according to its site and Ezra Group’s profile listing solo, small and mid-size firms.

• Independent advisers: Solo planners without support staff use it to handle intake and first drafts. It acts as a stand-in for paraplanning hours they cannot hire.
• Small RIA teams: Growing firms use the intake forms and extractors to speed up onboarding. Consistent questionnaires also help several advisers follow the same process.
• Paraplanners: Support staff use the memo drafts and meeting agendas to prepare review packs faster. They then edit and check the output before passing it to the adviser.
• Advised clients: Clients of participating firms use the app to upload documents and message their adviser. They also view accounts and track spending between meetings.

Pricing

Parthean sells its adviser platform by quote only, with no public price list (official site, checked October 2026).

Some directories still list Parthean as a $15 consumer app, reflecting its earlier product.

Disclaimer: these figures may change without notice, so ask Parthean for a written quote first.

What Makes Parthean Unique?

One connected pipeline from questionnaire to draft plan is Parthean’s differentiator. Many adviser AI tools focus on meeting notes and CRM updates, while document specialists stop at extraction; Parthean links intake forms, document reading, planning modules and a client portal so the same data carries through.

Its consumer origins also show in the client app, which includes spending monitoring and account views that pure back-office tools lack. The trade-off is that a young, small company offers less public evidence on security and integrations than established planning suites.

Compatibilities and Integrations

Parthean runs in the browser for advisers and on mobile and desktop for clients, but it names no third-party integrations publicly.

• Adviser platform: Web-based, with setup handled through a demo.
• Client access: Mobile and desktop apps, including an iPhone app.
• Documents: Tax returns, estate plans, investment and loan statements, insurance policies.
• Integrations and API: No CRM or custodian connections listed, and no public API recorded by Ezra Group.

Parthean Tutorials

Access starts with a demo booked on the website, after which a typical first client runs through six stages.

1. Book a demo and confirm security documentation and pricing in writing.
2. Build an onboarding form that reflects your firm’s discovery questions.
3. Invite a test client to upload documents through the portal.
4. Run the extractors and check every captured figure against the source.
5. Generate a draft plan or memo in the relevant planning module.
6. Edit the draft and use the meeting agenda before the client review.

How We Rated It

Parthean earns 3.5 out of 5: broad planning features score well, but hidden pricing, unlisted integrations and limited security detail pull the average down.

Summary

Parthean suits independent advisers and small firms that want AI help turning client documents into first-draft plans. Its extraction and paraplanning drafts cover a lot of ground in one product. The main limitation is transparency, since prices, integrations and security credentials are not published. Treat every output as a draft, not investment advice, and check figures against the source documents. In the demo, request security documents and test an anonymised client file before committing.