Parthean is an AI-enhanced financial planning platform originally built for consumer financial education before shifting its focus to financial advisory firms. Co-founded in 2021 by CEO Arman Hezarkhani along with Nikhil Choudhary and Jason Zhu, the New York-based company is backed by investors including PearVC.
Where the product once centered on coaching individual consumers toward better financial habits, Parthean now positions itself as an assistant for advisors, automating client document intake, extracting data from uploaded records, and running research across planning areas including liquidity, insurance, budgeting, estate planning, and investments. A client portal lets advisors' customers view accounts and communicate without the advisor handling every request manually.
Parthean suits financial advisory firms looking to cut the manual work in onboarding and paraplanning rather than individual consumers managing their own money. The company does not publish pricing and requires scheduling a demo through its website to get a quote.
