We built the company that should have already existed.
Most people meet the financial system before anyone explains it to them, and learn by getting it wrong first. We built this to change that.
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Three entities, one purpose, no ambiguity.
The Zillennial Advisors Inc. is the parent company. The Zillennial Advisors LLC is the SEC-registered investment adviser and operates Parity. Wealth Academy LLC operates the Wealth Academy education platform. We keep the structure visible because the institutions we work with have to explain it internally.
Full company and registration detailWho runs it.
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.
Before this.
Our team’s prior employers include the World Bank, J.P. Morgan, the Federal Reserve, Nuveen/TIAA, the U.S. International Development Finance Corporation, IBM, General Mills, BMW, Align Impact, and the Peace Corps.
Prior employment history. None of these organizations endorses, sponsors, or is affiliated with The Zillennial Advisors.
How we make decisions.
Inclusivity by default.
Every decision expands access rather than narrowing it.
Evidence over ego.
We test assumptions instead of trusting instinct.
Radical transparency.
We share the state of things without being asked, including when it's bad.
Craft your contribution.
Roles are built around where people do their best work.
Whole humans welcome.
Money is personal. Pretending otherwise makes us worse at this.
Where we've been written about.
External coverage, linked in full. We don't characterise any of it as an endorsement.
We hire slowly and rarely. Tell us anyway.
If you'd do your best work here, start a conversation and we'll keep it on file.