Parrot AI Employee Directory

Software DevelopmentUnited States11-50 Employees

Parrot AI is a software development company based in the United States that focuses on meeting-assistant capabilities for financial advisors. Its platform is designed to operate continuously and with high accuracy to reduce note-taking time, allowing advisors to devote more attention to client relationships and practice growth, while emphasizing security and compliance for enterprise use. The company targets financial advisory firms and professionals seeking to streamline meeting workflows and improve productivity. In addition to its core assistant functionality, Parrot AI has positioned itself within the wealth management and advisory software space, collaborating with industry partners to enhance client onboarding and digital access to services. Recent developments include milestones in product expansion and partnerships, such as the introduction of an integrated wealth operating system and collaborations aimed at simplifying investment account openings for advisors and their clients.

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