Insights

Niche Market Focus Parlan Financial specializes in active investment management with a client-centric approach, serving individuals preparing for retirement, businesses managing 401(k)s, RIAs, and institutional clients, indicating potential opportunities for tailored advisory tools and client management solutions.

Compliance and Transparency Being GIPS® compliant and verified positions Parlan as a trustworthy provider committed to transparency, making them receptive to advanced reporting and compliance technology solutions that enhance their existing standards.

Tech Stack Utilization With a tech stack including Google Analytics, React, and jQuery, Parlan is open to adopting innovative digital tools and data analytics platforms that can improve client engagement and investment performance monitoring.

Growth Potential Although small with revenues between 1M and 10M, Parlan’s specialized focus and compliance standing imply opportunities for scalable services such as marketing automation, client onboarding, and portfolio analytics to support growth.

Competitive Positioning Parlan operates in a competitive landscape alongside large firms like Fidelity and Vanguard, highlighting a need for differentiated digital solutions, personalized customer experience platforms, and boutique investment technology to attract and retain clients.

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

Parlan Financial Corp. Email Formats	Example	Percentage
FLast@parlan.com	JDoe@parlan.com	100%

Parlan Financial Corp. Email Formats

Example

Percentage

FLast@parlan.com

JDoe@parlan.com

100%

Frequently Asked Questions

Where is Parlan Financial Corp.'s headquarters located?

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?

You can contact Parlan Financial Corp.'s main corporate office by phone at

+1-419-885-****

. 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?

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

What is Parlan Financial Corp.'s NAICS code?

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

How many employees does Parlan Financial Corp. have currently?

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?

Parlan Financial Corp. operates in the Investment Management industry.

What technology does Parlan Financial Corp. use?

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

What is Parlan Financial Corp.'s email format?

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.

Q: What is Parlan Financial Corp.'s official website and social media links?

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

Q: How many employees does Parlan Financial Corp. have currently?

Parlan Financial Corp. has approximately 1 employees.

Q: What technology does Parlan Financial Corp. use?

Parlan Financial Corp.'s tech stack includes Google Fonts API, jQuery, Font Awesome, FancyBox, React.

Q: What is Parlan Financial Corp.'s NAICS code?

Parlan Financial Corp.'s NAICS code is 5239 (Other Financial Investment Activities).

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.

Insights

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