PARROT FINANCE, INC.
SEC RegisteredEasy Investing, Backed by Professional Strategies
About the firm
Parrot Finance is an SEC-registered investment adviser (RIA) that offers an app allowing users to link their existing brokerage accounts, select from expert-managed portfolios to mimic, and invest automatically using AI-recommended strategies without high fees or barriers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Parrot allows users to link existing brokerage accounts (Public, Webull, Alpaca, and more), use an AI tool to recommend and mimic top portfolios managed by experts from asset management funds and hedge funds, and execute automatic trades directly in the user's own brokerage account.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10,134 | $30M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PARROT FINANCE, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.