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Companies

Parti Pris

Household-level portfolio management for advisors

Raised to date

$1.8M

of $4.3M offered across 1 Form D filing

Still open
$2.5M
Investors
5
Last filed
Jul 30, 2026

About

Parti Pris is a wealth-technology company in Morro Bay, California that builds portfolio management software for financial advisors. Its platform lets advisors treat all of a household's accounts as a single coordinated portfolio, handling portfolio design, tax-aware implementation and trade workflow in one system. It sells to registered investment advisors, family offices, TAMP platforms, broker-dealers and enterprise wealth management firms, delivered as SaaS and via APIs that integrate with existing custodial and accounting stacks. The company was co-founded by Art Lutschaunig, previously president and chief investment officer of Morningstar Investment Services, and Joe Smith.

Coordinates risk, taxes, goals and implementation across every account in a household rather than account by account, and positions itself explicitly as an advisor's technology partner rather than a competitor for the end-client relationship.

Funding

  • EquityFiled Jul 30, 2026Form D
    $1.8M/ $4.3M

Product

Advisor WealthDesign (AWD)

Wealth management software

A SaaS and API platform for household-level portfolio management, spanning portfolio design, tax-aware implementation and rebalancing, and the workflow infrastructure advisors need to run thousands of accounts.

  • Household-level coordination of multiple accounts as one portfolio
  • Direct indexing and multi-asset-class portfolio design
  • Tax-loss harvesting, intelligent rebalancing and automated asset location

Built for

Registered investment advisors, family offices and enterprise wealth management firms

People on file