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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
About Parrot Finance, Inc.
Parrot Finance is a retail investing app that lets users link an existing brokerage account and subscribe to portfolios that mimic strategies from asset managers, hedge funds, and public figures. Its in-app auto-invest places trades directly in the user’s brokerage, keeping assets in the account (no third-party custody). Strategies are sourced from model portfolios and 13F data; currently available in the US on iOS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
Nikki Varanasi
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Wenhui Yang
Chief Technology Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Momentum pathway
Oak horizon insight
- CRD
- #77683
- Ownership
- 7.5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,120,451 | $2,972 |
| Non-Discretionary | $0 | -- |
| Total | $30,120,451 | $2,972 |
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Separately Managed Accounts
Total SMA Asset: $30,120,451
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,337,444,600 | 37.8% |
| Municipal Bonds | $476,146,122 | 7.7% |
| Sovereign Bonds | $1,818,012,467 | 29.4% |
| U.S. Government/Agency | $828,617,927 | 13.4% |
| Corporate - Investment Grade | $723,494,757 | 11.7% |
| Total | $6,183,715,873 | 100.0% |