Paraplanner
Austin
About Paraplanner
Paraplanner is an AI copilot that helps automate administrative tasks, like client onboarding. The company also connects existing email, CRM, and planning software, so there’s no need to worry about switching or migration. It was founded in 2023 and is located in Austin, Texas.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Total funding: $175.0K
- Funding stage: Seed
- Last round: Pre-Seed (May 2023)
- Website: paraplanner.ai
Industries & Categories
Business Development, CRM, Financial Services, Marketing Automation
Social Profiles
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