Insights

Target Client Segments Parlan Financial primarily serves high-net-worth individuals, retirement plan clients, RIAs, and institutional investors, indicating potential sales opportunities for firms offering customized advisory solutions, technology integrations, and platform enhancements tailored to these specific client types.

Compliance and Transparency With a strong focus on GIPS® compliance and verification, Parlan values transparency and rigorous standards, creating opportunities for fintech or consulting services that can further strengthen their compliance infrastructure or enhance reporting capabilities.

Digital Engagement Parlan’s use of advanced digital tools like Google Analytics and React demonstrates a tech-savvy approach, suggesting potential collaboration with innovative technology providers to improve user experience, data analytics, and online engagement strategies.

Growth and Revenue Range Operating within a revenue range of 1 to 10 million dollars, Parlan is positioned as a smaller but established firm that may be looking for scalable solutions in investment management, client acquisition, and operational efficiencies to support growth.

Market Position & Partnerships As a boutique firm competing with industry giants, Parlan offers opportunities for strategic partnerships, technology integrations, and service augmentations that can help differentiate their offerings in a competitive investment management landscape.

Parlan Financial Corp. Tech Stack

Parlan Financial Corp. uses 8 technology products and services including Google Conversion Tracking, Google Fonts API, Font Awesome, and more. Explore Parlan Financial Corp.'s tech stack below.

  • Google Conversion Tracking
    Advertising Networks
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • React
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Piwik
    System Analytics & Monitoring
  • Google Analytics
    Web Analytics

Media & News

Parlan Financial Corp.'s Email Address Formats

Parlan Financial Corp. uses at least 1 format(s):
Parlan Financial Corp. Email FormatsExamplePercentage
FLast@parlan.comJDoe@parlan.com
50%
FLast@parlan.comJDoe@parlan.com
50%

Frequently Asked Questions

Where is Parlan Financial Corp.'s headquarters located?

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Parlan Financial Corp.'s main headquarters is located at 6011 Renaissance Place Unit 3 Toledo, Ohio 43623 United States. The company has employees across 1 continents, including North America.

What is Parlan Financial Corp.'s phone number?

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You can contact Parlan Financial Corp.'s main corporate office by phone at . 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 Parlan Financial Corp.'s official website and social media links?

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Parlan Financial Corp.'s official website is parlan.com and has social profiles on LinkedIn.

How much revenue does Parlan Financial Corp. generate?

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As of February 2026, Parlan Financial Corp.'s annual revenue is estimated to be $460K.

What is Parlan Financial Corp.'s SIC code NAICS code?

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Parlan Financial Corp.'s SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Parlan Financial Corp. have currently?

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As of February 2026, Parlan Financial Corp. has approximately 1 employees across 1 continents, including North America. Key team members include Chief Executive Officer, Chief Investment Officer And Founder: H. B.. Explore Parlan Financial Corp.'s employee directory with LeadIQ.

What industry does Parlan Financial Corp. belong to?

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Parlan Financial Corp. operates in the Investment Management industry.

What technology does Parlan Financial Corp. use?

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Parlan Financial Corp.'s tech stack includes Google Conversion TrackingGoogle Fonts APIFont AwesomeReactRequireJSjQueryPiwikGoogle Analytics.

What is Parlan Financial Corp.'s email format?

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Parlan Financial Corp.'s email format typically follows the pattern of FLast@parlan.com. Find more Parlan Financial Corp. email formats with LeadIQ.

Parlan Financial Corp.

Investment ManagementOhio, United States0-1 Employees

Welcome to Parlan Financial’s home on LinkedIn! Founded in 1988, as a State of Ohio Securities and Exchange Commission registered firm, Parlan Financial Corp has grown to become a leading provider of active investment management. With a focus on unbiased, objective and effective investment advisory services, our main priority is to put the interests of our clients first. It is a corporate requirement we are proud to meet. Parlan serves a variety of clients. Whether you’re an individual about to retire, a business looking for help with your 401(k) investments, an RIA in search of assistance with management of your client’s assets or an institution in need of complimenting your asset allocation model, we have an investment strategy to fit your interests. Our clients demand transparency, which is why Parlan Financial has taken the necessary steps to be GIPS® (Global Investment Performance Standards) compliant and verified. Website: http://www.parlan.com Blog: http://www.blog.parlan.com/blog Facebook: https://www.facebook.com/parlanfinancialcorp Twitter: https://twitter.com/ParlanFinancial ** Due to the Securities and Exchange Commission (SEC) rules and regulations, firms such as Parlan Financial Corporation are prohibited from using testimonials or recommendations in a public forum. Thank you to those who have wanted to place your comments on this site.

Section iconCompany Overview

Headquarters
6011 Renaissance Place Unit 3 Toledo, Ohio 43623 United States
Phone number
Website
parlan.com
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Parlan Financial Corp.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Parlan Financial Corp.'s revenue is estimated to be in the range of $1M$10M

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