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The Zillennial Advisors
Parity · for individuals

A financial plan that knows your whole situation, not one slice of it.

Parity is the advisory platform of The Zillennial Advisors LLC, an SEC-registered investment adviser. Advice is delivered through the platform.

Open ParityDownload on the App StoreRead the disclosures
Parity mobile home screen showing feature tiles and the question of the day
Parity on desktop and mobile. (Sample data)
01 · What it does

Most tools handle one part of a financial life and hand you back a chart.

Parity works across the parts and gives you a next action.

01

Learn.

Financial education built into the platform — a Question of the Day, and Wealth Academy by ZA inside the app.

  • Question of the Day
  • Wealth Academy by ZA
  • Savvy
02

Plan.

Budgeting, goals, and planning across your financial life rather than one account at a time.

  • Financial Snapshot
  • Budget Analysis
  • Financial Goals
  • Scenario Planning
  • Financial Plan
03

Grow.

Where the plan turns into forward motion, with portfolio management available as an optional add-on.

  • Savings Forecast
  • Investments
  • Recommendations
04

Protect.

Insurance, retirement, and estate topics addressed as part of the same plan, with a human to escalate to.

  • Key Insights
  • Advisor Match
  • Profile Overview
02 · Accountability

Through the platform, by a registered adviser.

The Zillennial Advisors LLC is registered with the SEC as an investment adviser and is accountable for the advice Parity delivers. That advice is delivered through the platform. Our team can help you with your account, your access, and how the product works. They do not give investment advice outside the platform, and neither do our educators or campus representatives.

03 · Before you sign up

So you know before you sign up.

  • Not a bank or a brokerage.
  • Not a guarantee of any financial result.
  • Not a substitute for a tax professional or an attorney on questions that require one.
  • Not an advice channel by phone, email, or DM.
  • Not free of risk. Investing involves risk, including possible loss of principal.
04 · Pricing

Simple, transparent pricing.

Start free. Upgrade when you're ready.

Starter

$0

Downgrade only

  • 5 Savvy sessions
  • 1 scenario
  • Manual only
  • No Plaid connections

Growth

$9.99/mo

  • 30 Savvy sessions
  • 3 scenarios
  • 5 connected accounts
Start with Growth
Best value

Premium

$12.99/mo

  • Unlimited Savvy sessions
  • Unlimited scenarios
  • Unlimited connected accounts
Start with Premium

Investment Management

Fee Schedule:

$0 – $100K
0.75%
$100K – $250K
0.60%
$250K – $1M
0.45%
$1M – $2M
0.35%
Over $2M
0.25%
  • Personalized portfolio match
  • No assets minimum
Add investment management

All plans start with a 14-day free trial of Premium features. Cancel anytime. Investment management is an optional add-on available with any subscription tier.

Investing involves risk, including possible loss of principal. Fees reduce returns.

Open Parity
05 · See it

See Parity in action.

Real product screens from the Sample Client demo environment.

Parity home screen with feature tiles and the question of the day
Parity — home. (Sample data)
Parity financial profile intake listing sections from client info through retirement planning
Financial Profile intake. (Sample data)
Parity walkthrough — demo environment. (Sample data)
Savvy chat inside Parity with suggested financial questions
Savvy. (Sample data)
Parity financial plan with monthly action items, due dates and completion status
Financial Plan — monthly action items. (Sample data)
06 · Availability

Where you can get it.

Android

Coming soon.

Evaluating Parity for your members or students?

See how institutions deploy it

Disclosures

The Zillennial Advisors LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk, including possible loss of principal.

Full disclosures