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Parrot Finance, Inc.

Parrot Finance is an SEC-registered investment adviser offering a mobile and web platform for individuals to follow and mimic portfolios from asset managers, hedge funds, and other tracked investors. Users link an existing brokerage account, receive portfolio recommendations, and can use automated or manual trade execution.

San Francisco, USA

Overview

Description

Parrot Finance, Inc. provides subscription-based investment advisory services through its Parrot app and website. The platform connects to clients’ brokerage accounts, presents portfolios built from public filings and direct fund-manager partnerships, and lets users follow portfolios, receive trade alerts, or enable Auto-Mimic to send trades to their selected broker for execution. Its services target individual investors seeking access to professional-style investment strategies without traditional high-net-worth barriers; it does not custody client funds or operate as a broker-dealer.