Insights

Succinct Firm Profile Independent, employee-owned investment advisor with a focus on comprehensive portfolio management, offering active stock selection and asset allocation to families, individuals, and organizations.

Niche Client Fit Very small team (0-1 employees) which may indicate reliance on scalable outsourced services and potential demand for white-label or outsourced back-office support, compliance, and marketing enablement.

Digital Presence Uses WordPress and related tools; potential upsell of modern marketing automation, CRM integration, and data analytics to improve client acquisition, engagement, and referral generation.

Acquisition Context Recent acquisition by NorthRock Partners in July 2025 suggests strategic consolidation in the San Francisco Bay Area; consider cross-sell opportunities in wealth management, family office services, and institutional-grade offerings.

Growth Enablement Revenue under $1M signals opportunity to offer scalable advisory platforms, technology partnerships, and compliance/regulatory consulting to accelerate AUM growth while maintaining fiduciary standards.

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Parkside Capital Advisors Tech Stack

Parkside Capital Advisors uses 8 technology products and services including WordPress, MySQL, Microsoft 365, and more. Explore Parkside Capital Advisors's tech stack below.

WordPress
Content Management System
MySQL
Database
Microsoft 365
Email
Constant Contact
Marketing Automation
WP Engine
Platform As A Service
HTTP/3
Web & Portal Technology
TablePress
Web Platform Extensions
FitVids.js
Web Tools And Plugins

Media & News

NorthRock Partners, LLC. acquires Parkside Advisors LLC in Jul '25, boosting its presence in the San Francisco Bay Area.
NorthRock said in July that it acquired Berkeley, California-based Parkside Advisors in a deal that boosted NorthRock's presence in the San Francisco Bay Area.
Oct 15, 2025 | wealthsolutionsreport.com

Parkside Capital Advisors's Email Address Formats

Parkside Capital Advisors uses at least 2 email formats:

Parkside Capital Advisors Email Formats	Example	Percentage
First@parksideadvisors.com	John@parksideadvisors.com	83%
FLast@parksideadvisors.com	JDoe@parksideadvisors.com	17%

Frequently Asked Questions

What is Parkside Capital Advisors's phone number?

You can contact Parkside Capital Advisors's main corporate office by phone at

+1-415-890-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Parkside Capital Advisors's official website and social media links?

Parkside Capital Advisors's official website is parksideadvisors.com and has social profiles on LinkedIn.

How much revenue does Parkside Capital Advisors generate?

As of July 2026, Parkside Capital Advisors's annual revenue is estimated to be <$1M.

What is Parkside Capital Advisors's NAICS code?

Parkside Capital Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Parkside Capital Advisors have currently?

As of July 2026, Parkside Capital Advisors has approximately 1 employees across 2 continents, including North America and Asia. Key team members include Manager, Tax Planning: A. C. Explore Parkside Capital Advisors's employee directory with LeadIQ.

What industry does Parkside Capital Advisors belong to?

Parkside Capital Advisors operates in the Investment Management industry.

What technology does Parkside Capital Advisors use?

Parkside Capital Advisors's tech stack includes WordPress, MySQL, Microsoft 365, Constant Contact, WP Engine, HTTP/3, TablePress and FitVids.js.

What is Parkside Capital Advisors's email format?

Parkside Capital Advisors's email format typically follows the pattern of First@parksideadvisors.com. Find more Parkside Capital Advisors email formats with LeadIQ.

Parkside Capital Advisors

Q: How many employees does Parkside Capital Advisors have currently?

Parkside Capital Advisors has approximately 1 employees.

Q: What industry does Parkside Capital Advisors belong to?

Parkside Capital Advisors operates in the Investment Management industry.

Q: What technology does Parkside Capital Advisors use?

Parkside Capital Advisors's tech stack includes FitVids.js, easy pie chart, WP Engine, WordPress, Gravity Forms.

Q: What is Parkside Capital Advisors's NAICS code?

Parkside Capital Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States0-1 Employees

Parkside Capital Advisors is an independent registered investment advisor based in San Francisco, California, offering investment management and financial advisory services to families, individuals, and organizations. The firm emphasizes a Comprehensive Portfolio Management approach that combines active stock selection with active asset allocation to support long-term asset performance, delivering confidential, unbiased, and objective counsel as part of its service. With a focus on serving a diverse client base in the investment management industry, Parkside positions itself as an employee-owned, non-affiliated advisory firm that aligns client interests through independent oversight and personalized guidance. A recent development noted in industry press indicates the firm was acquired by NorthRock Partners in mid-2025, a move that expands NorthRock’s presence in the San Francisco Bay Area.