# Parrot Finance

Parrot Finance is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** www.parrotfinance.io
- **LinkedIn:** https://www.linkedin.com/company/parrotfinance

## Regulatory record

- **CRD number:** 338169
- **SEC file number:** 801-134334
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338169

## About

Bringing Wall Street’s smartest strategies to everyone. | Parrot is a next-generation RIA that uses an intelligent recommendation engine to automate personalized investing, helping users discover and allocate into institutional-grade strategies aligned with their goals, risk profile, and interests, with seamless ongoing rebalancing and without the cost or friction of a traditional financial advisor.

## Sectors

- FinTech

## People

- Nikki Varanasi — Co-Leader
- Victoria Yang — Co-Leader
- Lucy Yang — Co-Leader

## Questions

### Who runs investment decisions at Parrot Finance?

The platform does not make discretionary investment decisions itself; it mirrors portfolios built by outside institutional managers. Co-leaders Nikki Varanasi, Victoria Yang, and Lucy Yang oversee the firm's strategy and operations but do not publish a chief investment officer or investment committee. The firm's own disclosures describe the auto-invest engine as the mechanism that executes model-portfolio changes.

### How does Parrot Finance source its model portfolios?

Parrot offers two types of strategies: institutional model portfolios from large asset managers — BlackRock and Fidelity are named on its website — and 'exclusive strategies' developed through direct partnerships with funds. The firm states it vets all portfolios before listing them on the platform, though it does not disclose the names of partnered funds beyond those two.

### Does Parrot Finance participate in fund commitments or only direct deals?

Parrot does not make fund commitments or direct deals. Users link their own brokerage accounts, and when a subscribed model portfolio is updated, the platform executes corresponding orders in those accounts. There is no pooled vehicle and the firm does not deploy capital of its own.

### What investment stages or asset classes does Parrot Finance target?

The product is limited to publicly traded securities held within standard brokerage accounts. The BlackRock Core Portfolio shown on the site is an aggressive-mix strategy with 90% equities and 10% fixed income. Other listed strategies reference sector rotation, global diversification, and income-focused portfolios, but private markets, real estate, and illiquid assets are not part of the offering.

### How are client assets held, and what happens if the subscription ends?

Investments remain in the user's own brokerage account at all times; Parrot never takes custody. If a subscription ends, the user simply loses access to ongoing trade updates and premium strategies — the assets themselves stay put and the user can manage or liquidate them independently, according to the firm's FAQ.

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Last updated: 2026-06-03T20:00:00.000Z

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