Financial advice and education, built to be delivered at scale to your entire community
The Zillennial Advisors works with credit unions, banks, universities, and nonprofits to put structured financial education, and access to a registered advisory platform, in front of the people they serve.
- SEC-registered investment adviser · CRD #324808
- Advice delivered through the Parity platform
- Education delivered through Wealth Academy
- Built for institutional review
Start with what your organization is.
The program is the same. Who owns it, how it launches, and what you report on are not.
Credit unions
Member financial wellness you can deliver at scale, with reporting your board can read.
Banks
A community-impact program with a defined structure and a compliance story you can defend.
Universities
Financial education for students, run with your existing student-life channels rather than around them.
Nonprofits
Program-ready financial education for the people you already serve, without building curriculum.
One company, two things, and a clear line between them.
Education and advice are different, and they are regulated differently. We keep them separate on purpose so you always know which one you're deploying.
Wealth Academy — education.
Structured financial education, delivered self-paced and through facilitated sessions. Operated by Wealth Academy LLC. It teaches concepts. It does not give individual investment advice.
AdviceParity — advice.
A registered advisory platform where a person's own financial situation is used to build their plan. Operated by The Zillennial Advisors LLC, an SEC-registered investment adviser, and delivered through the platform.
Individuals can sign up for Parity directly, on their own. An institution is one way in, not the only way in.
The Zillennial Advisors LLC is an SEC-registered investment adviser. Full company and registration detail →
What the products look like
Two products, one platform.
Two products, one platform. Watch how they fit together.
Three phases, and you can see all of them before you commit.
Scope
Launch
Measure
Your risk committee will have questions. There's a page for them.
Most of what follows is the reason an institution can say yes to us and defend it later.
- Regulated
- Advice is delivered by an SEC-registered investment adviser, through the platform, under a written compliance program.
- Data
- What we collect, why, how long we keep it, and who touches it, stated plainly. We do not sell data.
- Accessibility
- WCAG 2.1 AA assessed; VPATs published for both platforms; partial conformance with active remediation.
- Reporting
- Participation and engagement reporting you can review and share internally.
What other people have written about us.
Coverage from third parties, unedited and linked. We'd rather point you at them than characterize ourselves.
Partner and institution names appear here only with documented written permission. None are currently listed.
Built by people who worked inside the institutions you answer to.
Kevin
Chief Executive Officer
Wharton MBA, Georgetown SFS. Formerly U.S. International Development Finance Corporation; Peace Corps.
Chloe
Chief Investment Officer
Formerly J.P. Morgan Private Bank; Nuveen/TIAA; Align Impact.
Carlin
Chief Technology Officer
Formerly Federal Reserve; IBM/Explorys.
Morris
Chief Operating Officer
Harvard MBA. Formerly General Mills; BMW.
Employment history, stated as employment history. Not an endorsement by any listed organization.
Meet the teamStart with a conversation, not a contract.
Tell us what your organization is and who you're trying to reach. We'll walk you through what a launch would look like on your side, including the parts that cost you time.